We are live on ! Find out more
GS icon

Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
KFC
751
Klingenstein Fields & Co
New York
$953K – – –
HPCM
752
High Pointe Capital Management
Illinois
$948K – – –
WIP
753
Wellesley Investment Partners
Massachusetts
$947K +$124K +504 +16%
HT
754
Heritage Trust
Oklahoma
$945K +$22.1K +90 +2%
MA
755
Mutual Advisors
Nebraska
$945K +$909K +3,708 New
APP
756
Avantax Planning Partners
Iowa
$929K -$149K -606 -14%
CCM
757
Check Capital Management
California
$924K +$202K +825 +29%
IUHSA
758
Itau Unibanco Holding S.A.
Brazil
$922K +$119K +484 +15%
WCM
759
Weik Capital Management
Pennsylvania
$921K -$15.9K -65 -2%
CPC
760
Congress Park Capital
New York
$921K +$886K +3,614 New
OMC
761
Overbrook Management Corp
New York
$920K – – –
BWM
762
BigSur Wealth Management
Florida
$916K – – –
BFM
763
Boothbay Fund Management
New York
$915K +$535K +2,183 +155%
EA
764
Edge Advisors
Georgia
$913K – – –
GIA
765
Gargoyle Investment Advisor
New Jersey
$896K -$41.9K -171 -5%
KP
766
Keel Point
Alabama
$892K -$123K -500 -13%
FNT
767
First National Trust
Pennsylvania
$879K -$221K -901 -21%
BIM
768
Baldwin Investment Management
Pennsylvania
$857K +$9.32K +38 +1%
NRS
769
Neville Rodie & Shaw
New York
$856K – – –
PVWM
770
Point View Wealth Management
New Jersey
$856K – – –
MWM
771
Meridian Wealth Management
Kentucky
$852K +$26K +106 +3%
LCM
772
Leisure Capital Management
California
$851K – – –
CA
773
Calton & Associates
Florida
$849K +$801K +3,267 New
IA
774
IndexIQ Advisors
New York
$848K +$817K +3,330 New
BC
775
Burleson & Co
California
$844K +$813K +3,314 New
29 30
31
32 33