We are live on ! Find out more
GS icon

Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
UH
1301
Unigestion Holding
Switzerland
$402K -$371K -1,067 -46%
SIG
1302
Sargent Investment Group
Maryland
$401K – – –
SWM
1303
Sugarloaf Wealth Management
Georgia
$401K -$67.5K -194 -14%
RWMH
1304
Riverpoint Wealth Management Holdings
Illinois
$401K – – –
CPIG
1305
Chicago Partners Investment Group
Illinois
$399K +$10.1K +29 +3%
VanEck Associates
1306
VanEck Associates
New York
$397K -$67.5K -194 -14%
RIA
1307
Regal Investment Advisors
Michigan
$397K -$44.6K -128 -10%
CT
1308
Caldwell Trust
Florida
$396K -$7.31K -21 -2%
SC
1309
Schulhoff & Co
Ohio
$396K +$50.8K +146 +14%
PWP
1310
Pursue Wealth Partners
California
$393K -$104K -300 -20%
TAM
1311
Townsend Asset Management
North Carolina
$392K -$7.66K -22 -2%
DWM
1312
Dorchester Wealth Management
Quebec, Canada
$392K – – –
CAG
1313
Csenge Advisory Group
Florida
$391K +$416K +1,195 New
HKAM
1314
Horizon Kinetics Asset Management
New York
$390K – – –
AFAS
1315
Acorn Financial Advisory Services
Virginia
$389K -$99.2K -285 -19%
OHWP
1316
Oak Harbor Wealth Partners
North Carolina
$389K -$11.5K -33 -3%
RWMG
1317
Redwood Wealth Management Group
New Jersey
$388K – – –
BFM
1318
Boston Financial Management
Massachusetts
$387K -$65.1K -187 -14%
NP
1319
NorthRock Partners
Minnesota
$385K +$1.04K +3 +0.3%
BOPW
1320
Brandywine Oak Private Wealth
Pennsylvania
$384K -$11.5K -33 -3%
WWMSC
1321
Wagner Wealth Management (South Carolina)
South Carolina
$384K -$22.6K -65 -5%
BIP
1322
Blueprint Investment Partners
North Carolina
$384K -$128K -367 -24%
SEC
1323
Seven Eight Capital
New York
$383K +$407K +1,170 New
Cohen & Steers
1324
Cohen & Steers
New York
$381K – – –
HGWM
1325
Horst & Graben Wealth Management
Oregon
$380K +$3.13K +9 +0.8%