We are live on ! Find out more
GS icon

Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
OIM
1251
Orca Investment Management
Oregon
$567K -$30.1K -76 -5%
PMG
1252
ProVise Management Group
Florida
$566K -$43.5K -110 -7%
HIC
1253
Holderness Investments Company
North Carolina
$565K +$19.8K +50 +4%
ZIC
1254
ZWJ Investment Counsel
Georgia
$563K -$37.2K -94 -6%
AP
1255
Arlington Partners
Alabama
$562K – – –
OAM
1256
Oak Asset Management
California
$562K – – –
HPWM
1257
Highland Private Wealth Management
Washington
$561K +$26.5K +67 +5%
NIM
1258
NuWave Investment Management
New Jersey
$561K +$47.1K +119 +9%
CCA
1259
Cobblestone Capital Advisors
New York
$560K – – –
WWM
1260
Westwood Wealth Management
California
$557K +$576K +1,455 New
WF
1261
Welch & Forbes
Massachusetts
$556K -$8.71K -22 -1%
B
1262
Barings
North Carolina
$555K -$54.6K -138 -9%
CT
1263
Coastline Trust
Rhode Island
$555K +$9.9K +25 +2%
PIC
1264
Portland Investment Counsel
Ontario, Canada
$553K – – –
FMBTD
1265
First Midwest Bank Trust Division
Illinois
$552K -$1.58K -4 -0.3%
AWM
1266
Aevitas Wealth Management
Massachusetts
$551K -$2.38K -6 -0.4%
IA
1267
IFP Advisors
Florida
$551K +$64.1K +162 +13%
AHB
1268
Abner Herrman & Brock
New Jersey
$546K +$24.1K +61 +4%
AI
1269
AXS Investments
New York
$546K +$565K +1,428 New
PCA
1270
Private Capital Advisors
Connecticut
$545K – – –
AWS
1271
AJ Wealth Strategies
New York
$541K +$792 +2 +0.1%
IAMOG
1272
Investors Asset Management of Georgia
Georgia
$539K – – –
JCM
1273
Jag Capital Management
Missouri
$538K – – –
FNBT
1274
FineMark National Bank & Trust
Florida
$538K +$9.11K +23 +2%
CAM
1275
Columbia Asset Management
Michigan
$537K – – –