We are live on ! Find out more
GS icon

Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1076
Geneos Wealth Management
Colorado
$217K +$13.7K +73 +7%
ACM
1077
Azimuth Capital Management
Michigan
$217K +$206K +1,100 New
HFP
1078
Holistic Financial Partners
Indiana
$217K +$206K +1,100 New
AC
1079
Abbrea Capital
California
$216K +$206K +1,095 New
SWM
1080
Sugarloaf Wealth Management
Georgia
$215K -$39.4K -210 -16%
HDIM
1081
Hanson & Doremus Investment Management
Vermont
$215K -$11.3K -60 -5%
WPW
1082
Waldron Private Wealth
Pennsylvania
$213K +$203K +1,081 New
WA
1083
Wambolt & Associates
Colorado
$212K +$202K +1,075 New
CHA
1084
Carmichael Hill & Associates
Maryland
$211K – – –
KWM
1085
Keebeck Wealth Management
Illinois
$210K -$211K -1,125 -51%
IBOK
1086
Independence Bank of Kentucky
Kentucky
$210K -$4.69K -25 -2%
SGCA
1087
Steel Grove Capital Advisors
Tennessee
$209K +$199K +1,058 New
CAM
1088
CenterStar Asset Management
Illinois
$208K – – –
RHBC
1089
R.H. Bluestein & Co
Michigan
$208K +$197K +1,050 New
GFS
1090
GYL Financial Synergies
Connecticut
$208K +$198K +1,053 New
WP
1091
WMS Partners
Maryland
$207K +$197K +1,047 New
BCM
1092
Birmingham Capital Management
Alabama
$206K +$195K +1,040 New
RA
1093
RFG Advisory
Alabama
$206K +$196K +1,042 New
VCM
1094
Violich Capital Management
California
$205K +$195K +1,037 New
HH
1095
Hilltop Holdings
Texas
$203K +$193K +1,029 New
HIA
1096
Harbor Investment Advisory
Maryland
$202K -$338K -1,799 -64%
BSA
1097
Bull Street Advisors
Georgia
$202K -$132K -704 -41%
GA
1098
Geller Advisors
New York
$202K +$191K +1,020 New
VCAM
1099
Van Cleef Asset Management
Ohio
$202K +$191K +1,020 New
MCG
1100
MACRO Consulting Group
New Jersey
$201K +$190K +1,011 New
42 43
44
45 46