We are live on ! Find out more
GS icon

Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
CCP
1176
Cardan Capital Partners
Colorado
$525K -$247K -689 -33%
TH
1177
TCTC Holdings
Texas
$522K – – –
CCM
1178
Coldstream Capital Management
Washington
$519K +$60.5K +169 +14%
SMA
1179
Sage Mountain Advisors
Georgia
$519K +$177K +494 +57%
CBFP
1180
Cedar Brook Financial Partners
Ohio
$515K +$15K +42 +3%
BWCS
1181
Beirne Wealth Consulting Services
Connecticut
$515K +$485K +1,355 New
FSA
1182
Franklin Street Advisors
North Carolina
$512K – – –
HPWM
1183
Highland Private Wealth Management
Washington
$512K +$6.44K +18 +1%
WP
1184
WMS Partners
Maryland
$506K +$80.5K +225 +20%
1832 Asset Management
1185
1832 Asset Management
Ontario, Canada
$505K – – –
CCM
1186
Check Capital Management
California
$505K – – –
GIA
1187
Granite Investment Advisors
New Hampshire
$503K -$33.6K -94 -7%
BSW
1188
Buckingham Strategic Wealth
Missouri
$503K +$28.6K +80 +6%
KOCAA
1189
Knights of Columbus Asset Advisors
Connecticut
$502K -$5.89M -16,450 -93%
GFS
1190
GYL Financial Synergies
Connecticut
$502K – – –
SFSIG
1191
San Francisco Sentry Investment Group
California
$502K +$55.5K +155 +13%
TFS
1192
Thoroughbred Financial Services
Tennessee
$501K +$238K +666 +102%
ACM
1193
Azimuth Capital Management
Michigan
$500K – – –
PCA
1194
Personal Capital Advisors
California
$498K +$38.6K +108 +9%
SAM
1195
Silvercrest Asset Management
New York
$494K -$25.4K -71 -5%
FPS
1196
Fieldpoint Private Securities
Connecticut
$494K – – –
NP
1197
Ninepoint Partners
Ontario, Canada
$493K +$465K +1,299 New
BFS
1198
Bradley Foster & Sargent
Connecticut
$487K +$28.3K +79 +7%
UCI
1199
Uncommon Cents Investing
Wisconsin
$484K – – –
AO
1200
Advisor OS
Illinois
$482K – – –