We are live on ! Find out more
GS icon

Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
701
Acadian Asset Management
Massachusetts
$747K +$130K +611 +14%
IAA
702
Independent Advisor Alliance
North Carolina
$747K +$289K +1,360 +39%
MIG
703
McGuire Investment Group
Rhode Island
$744K -$38K -179 -4%
AAS
704
Avantax Advisory Services
Texas
$743K +$135K +634 +15%
CCM
705
Cadence Capital Management
Massachusetts
$738K +$421K +1,981 +71%
HCM
706
HGI Capital Management
New York
$734K +$42.5K +200 +4%
BSAM
707
Blue Square Asset Management
New York
$734K +$103K +484 +11%
1W
708
1776 Wealth
Georgia
$732K +$425K +2,000 +73%
AP
709
Advisor Partners
California
$731K -$841K -3,963 -46%
CI
710
Capital International
California
$728K -$32.5K -153 -3%
AssetMark Inc
711
AssetMark Inc
California
$723K +$436K +2,055 +78%
APF
712
Alaska Permanent Fund
Alaska
$720K +$989K +4,660 New
EM
713
Excalibur Management
Massachusetts
$717K +$41.4K +195 +4%
GT
714
Greenleaf Trust
Michigan
$713K -$31.4K -148 -3%
DLHL
715
Donald L. Hagan LLC
Florida
$711K +$845K +3,982 New
MWM
716
MinichMacGregor Wealth Management
New York
$711K +$845K +3,982 New
SNT
717
Security National Trust
West Virginia
$693K +$9.55K +45 +1%
ANRIA
718
American National Registered Investment Advisor
Texas
$691K -$12.7K -60 -1%
FWM
719
Focused Wealth Management
New York
$690K -$35.7K -168 -4%
FTIOP
720
Fiduciary Trust International of Pennsylvania
Pennsylvania
$689K +$131K +615 +16%
IA
721
Icon Advisers
Colorado
$683K – – –
FCBT
722
First Citizens Bank & Trust
North Carolina
$683K +$937K +4,415 New
APA
723
American Portfolios Advisors
New York
$683K +$250K +1,179 +36%
QPWM
724
Quadrant Private Wealth Management
Pennsylvania
$682K +$357K +1,680 +61%
G
725
GenTrust
Florida
$682K -$172K -810 -16%