We are live on ! Find out more
GS icon

Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
1526
Independent Financial Group
California
$233K -$45.4K -138 -16%
SVWAG
1527
Sound View Wealth Advisors Group
Georgia
$233K +$25K +76 +12%
SSG
1528
Summit Securities Group
New York
$233K +$237K +722 New
GHAM
1529
Gilman Hill Asset Management
Connecticut
$232K -$85.8K -261 -27%
IP
1530
Investment Partners
Ohio
$232K -$128K -389 -35%
NB
1531
Nicolet Bankshares
Wisconsin
$232K – – –
SFG
1532
Steward Financial Group
Texas
$230K -$188K -571 -44%
JAFL
1533
Jay A. Fishman Ltd
Michigan
$228K +$232K +706 New
RWP
1534
Revolve Wealth Partners
New Jersey
$227K +$3.62K +11 +2%
FBB
1535
Fulton Breakefield Broenniman
Maryland
$227K -$1.64K -5 -0.7%
CA
1536
Cornerstone Advisory
Maryland
$226K – – –
CCG
1537
Ceeto Capital Group
Florida
$226K – – –
BCMLT
1538
Beacon Capital Management LLC (Tennessee)
Tennessee
$226K – – –
DM
1539
Diker Management
New York
$226K – – –
TAM
1540
Taurus Asset Management
New York
$226K – – –
BSSFA
1541
Baron Silver Stevens Financial Advisors
Florida
$226K – – –
CA
1542
CoreCap Advisors
Michigan
$226K +$230K +699 New
HC
1543
Hamilton Capital
Ohio
$225K +$229K +697 New
AFG
1544
ABLE Financial Group
Arizona
$223K +$227K +692 New
HDIM
1545
Hanson & Doremus Investment Management
Vermont
$223K +$9.53K +29 +4%
OPW
1546
Oxler Private Wealth
New York
$221K +$1.31K +4 +0.6%
DWM
1547
Drive Wealth Management
Utah
$221K -$5.59K -17 -2%
CCM
1548
Carlson Capital Management
Minnesota
$221K -$1.97K -6 -0.9%
MIA
1549
MainStreet Investment Advisors
Illinois
$219K +$224K +680 New
GP
1550
Greenline Partners
New York
$219K – – –