We are live on ! Find out more
GS icon

Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
DPA
1001
Delphi Private Advisors
California
$10K -$10.7K -66 -51%
EWM
1002
Elite Wealth Management
Washington
$10K +$10.1K +62 New
HCM
1003
Highlander Capital Management
New Jersey
$9K – – –
WAS
1004
Winch Advisory Services
Wisconsin
$8K – – –
CFN
1005
Cordasco Financial Network
Florida
$7K – – –
GBBWRPM
1006
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K – – –
HCM
1007
Herndon Capital Management
Georgia
$6K – – –
MSFP
1008
Mark Sheptoff Financial Planning
Connecticut
$6K – – –
NC
1009
NewSquare Capital
Pennsylvania
$6K – – –
BCI
1010
Brinker Capital Investments
Pennsylvania
$6K +$6.18K +38 New
OSAM
1011
O'Shaughnessy Asset Management
Connecticut
$6K +$6.34K +39 New
CCMIC
1012
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$6K +$6.5K +40 New
Lazard Asset Management
1013
Lazard Asset Management
New York
$5K – – –
CFA
1014
CT Financial Advisors
Pennsylvania
$4.41K – – –
FPB
1015
First PREMIER Bank
South Dakota
$4K – – –
TDC
1016
Thompson Davis & Co
Virginia
$4K – – –
PFG
1017
Piershale Financial Group
Illinois
$4K +$4.06K +25 New
ACS
1018
Archford Capital Strategies
Illinois
$3K +$3.9K +24 New
HR
1019
Howe & Rusling
New York
$2K +$1.63K +10 New
PRS
1020
Pinkerton Retirement Specialists
Idaho
$2K +$1.79K +11 New
CS
1021
Credential Securities
$1.29K – – –
NR
1022
Newfound Research
Massachusetts
$1K – – –
TFA
1023
Transamerica Financial Advisors
Florida
$1K – – –
OFM
1024
Okumus Fund Management
Cayman Islands
– -$49M -329,600 Closed
WG
1025
Winton Group
United Kingdom
– -$40.5M -272,610 Closed