We are live on ! Find out more
GS icon

Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1251
Advantage Investment Management
Iowa
$25K +$26.3K +113 New
RFWA
1252
RPg Family Wealth Advisory
Massachusetts
$24.7K -$291K -1,250 -92%
LA
1253
Legacy Advisors
Pennsylvania
$24K – – –
AIS
1254
Accurate Investment Solutions
Pennsylvania
$23K -$11.4K -49 -32%
BRC
1255
Bell Rock Capital
Delaware
$23K – – –
SFM
1256
Signet Financial Management
New Jersey
$23K – – –
OC
1257
Oakworth Capital
Alabama
$22K -$27.7K -119 -54%
AP
1258
Atwood & Palmer
Missouri
$22K -$930 -4 -4%
SA
1259
SRH Advisors
Kansas
$22K – – –
SCM
1260
Southport Capital Management
Tennessee
$22K +$23.3K +100 New
WAS
1261
WESPAC Advisors SoCal
California
$22K +$23.3K +100 New
BA
1262
Ballew Advisors
Mississippi
$21K – – –
CT
1263
Clearstead Trust
Maine
$21K +$21.9K +94 New
NIM
1264
NuWave Investment Management
New Jersey
$18K -$251K -1,080 -93%
PFSC
1265
Peoples Financial Services Corp
Pennsylvania
$18K – – –
SGAM
1266
Smith Group Asset Management
Texas
$17K -$2.33K -10 -11%
TF
1267
Tompkins Financial
New York
$16K -$33.7K -145 -67%
SIA
1268
SeaBridge Investment Advisors
New Jersey
$16K – – –
MSFP
1269
Mark Sheptoff Financial Planning
Connecticut
$16K +$233 +1 +1%
RA
1270
Rational Advisors
New York
$15K -$6.05K -26 -28%
AWMS
1271
Advocacy Wealth Management Services
Georgia
$15K – – –
MWM
1272
MinichMacGregor Wealth Management
New York
$15K – – –
TCM
1273
Tradewinds Capital Management
Washington
$15K – – –
TAIM
1274
TD Ameritrade Investment Management
Nebraska
$15K +$7.21K +31 +84%
GTAM
1275
Global Trust Asset Management
Florida
$14K – – –
49 50
51
52 53