We are live on ! Find out more
GS icon

Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
CW
926
CreativeOne Wealth
Kansas
$441K +$12.8K +59 +3%
AMC
927
Asset Management Corp
Illinois
$439K +$414K +1,909 New
GRP
928
Global Retirement Partners
California
$434K -$103K -473 -20%
GJIC
929
Gamble Jones Investment Counsel
California
$431K -$5.42K -25 -1%
MAFM
930
Mid Atlantic Financial Management
Pennsylvania
$429K
PAS
931
Partnervest Advisory Services
California
$428K +$404K +1,863 New
ISWM
932
Independent Solutions Wealth Management
New York
$424K +$400K +1,844 New
SXL
933
Summit X LLC
Missouri
$423K -$52.5K -242 -12%
ST
934
Smithfield Trust
Pennsylvania
$423K -$10.6K -49 -3%
GCP
935
GSA Capital Partners
United Kingdom
$422K -$61.4K -283 -13%
SFA
936
Sequoia Financial Advisors
Ohio
$422K -$4.56K -21 -1%
HSA
937
HBK Sorce Advisory
Pennsylvania
$422K -$2.82K -13 -0.7%
LB
938
Legacy Bridge
Iowa
$420K +$22.4K +103 +6%
KA
939
Kovack Advisors
Florida
$419K -$18K -83 -4%
KFA
940
Kelleher Financial Advisors
New York
$417K -$8.9K -41 -2%
TCOT
941
Trust Company of Toledo
Ohio
$417K
LOPW
942
Live Oak Private Wealth
North Carolina
$416K +$393K +1,809 New
ACM
943
Ategra Capital Management
Virginia
$416K
TCM
944
Telos Capital Management
California
$415K -$47.1K -217 -11%
PA
945
Parallel Advisors
California
$415K +$47.1K +217 +14%
KeyBank National Association
946
KeyBank National Association
Ohio
$414K -$53.8K -248 -12%
IA
947
IFG Advisory
Georgia
$412K
AWM
948
Alterna Wealth Management
Texas
$411K -$26.3K -121 -6%
SC
949
Soundwatch Capital
Connecticut
$410K +$387K +1,782 New
LWMM
950
Legacy Wealth Management (Mississippi)
Mississippi
$404K +$382K +1,759 New