We are live on ! Find out more
GS icon

Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1226
Formidable Asset Management
Ohio
$538K -$34.8K -100 -6%
CW
1227
CIC Wealth
Maryland
$537K +$545K +1,565 New
CFG
1228
Citizens Financial Group
Rhode Island
$534K -$11.5K -33 -2%
WAP
1229
Wealthcare Advisory Partners
Pennsylvania
$532K +$36.2K +104 +7%
UCI
1230
Uncommon Cents Investing
Wisconsin
$531K – – –
BIP
1231
Blueprint Investment Partners
North Carolina
$529K +$253K +726 +89%
BFO
1232
Biltmore Family Office
North Carolina
$528K +$6.96K +20 +1%
AP
1233
Arlington Partners
Alabama
$526K +$21.2K +61 +4%
CRC
1234
Curi RMB Capital
Illinois
$525K +$138K +395 +35%
MA
1235
Momentum Advisors
New York
$525K -$1.74K -5 -0.3%
BHIA
1236
Birch Hill Investment Advisors
Massachusetts
$524K – – –
CIA
1237
Caerus Investment Advisors
Texas
$517K – – –
PIM
1238
Profit Investment Management
Maryland
$517K – – –
PWP
1239
Pursue Wealth Partners
California
$515K – – –
CFG
1240
Cooper Financial Group
California
$514K +$121K +347 +30%
RT
1241
Rockland Trust
Massachusetts
$514K -$104K -300 -17%
TF
1242
Tompkins Financial
New York
$513K – – –
AIM
1243
Athena Investment Management
California
$512K – – –
MSFS
1244
Main Street Financial Solutions
Pennsylvania
$512K +$18.5K +53 +4%
OIS
1245
Okabena Investment Services
Minnesota
$512K -$351K -1,009 -40%
AWM
1246
Aevitas Wealth Management
Massachusetts
$511K +$75.2K +216 +17%
ACIM
1247
Azimuth Capital Investment Management
Michigan
$511K +$34.8K +100 +7%
QT
1248
Quantbot Technologies
New York
$511K +$518K +1,487 New
SG
1249
Stonnington Group
California
$510K – – –
AFAS
1250
Acorn Financial Advisory Services
Virginia
$507K -$28.9K -83 -5%
48 49
50
51 52