We are live on ! Find out more
GS icon

Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1326
WMS Partners
Maryland
$559K +$27.6K +71 +6%
RVPG
1327
Relative Value Partners Group
$559K +$8.15K +21 +1%
BWP
1328
BSW Wealth Partners
Colorado
$558K +$2.33K +6 +0.5%
TW
1329
TritonPoint Wealth
Maryland
$556K +$39.2K +101 +7%
LFA
1330
Legacy Financial Advisors
Kentucky
$551K +$8.54K +22 +2%
FSA
1331
Franklin Street Advisors
North Carolina
$547K +$140K +360 +38%
LFA
1332
Lauterbach Financial Advisors
Texas
$546K +$19.8K +51 +4%
CIA
1333
Cladis Investment Advisory
Montana
$545K +$506K +1,305 New
TW
1334
TrinityPoint Wealth
Connecticut
$543K +$9.31K +24 +2%
BWM
1335
Buckley Wealth Management
Nevada
$543K -$38.8K -100 -7%
RT
1336
Rockland Trust
Massachusetts
$543K -$76.1K -196 -13%
PCM
1337
Palisade Capital Management
New Jersey
$541K – – –
I
1338
InceptionR
California
$541K +$503K +1,296 New
PA
1339
PFG Advisors
Arizona
$541K +$158K +407 +46%
CFG
1340
Citizens Financial Group
Rhode Island
$540K +$58.2K +150 +13%
FNT
1341
First Nebraska Trust
Nebraska
$539K – – –
VCM
1342
Viewpoint Capital Management
Washington
$539K +$3.1K +8 +0.6%
PL
1343
Perpetual Ltd
Australia
$538K – – –
SWM
1344
Shelton Wealth Management
Texas
$538K +$499K +1,287 New
LAM
1345
Lewis Asset Management
California
$536K +$17.5K +45 +4%
CICI
1346
Capital Investment Counsel Inc
North Carolina
$535K -$13.6K -35 -3%
EB
1347
Eastern Bank
Massachusetts
$532K – – –
LCM
1348
Lazari Capital Management
California
$532K -$38.8K -100 -7%
FNBOMD
1349
First National Bank of Mount Dora
Florida
$531K – – –
CCG
1350
Coastwise Capital Group
California
$530K -$4.66K -12 -0.9%
52 53
54
55 56