We are live on ! Find out more
GS icon

Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1526
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$223K +$113K +337 +90%
OPW
1527
Oxler Private Wealth
New York
$223K +$334 +1 +0.1%
MSA
1528
Marino Stram & Associates
Massachusetts
$222K -$27.7K -83 -11%
CCM
1529
Carlson Capital Management
Minnesota
$220K -$1K -3 -0.4%
1SB
1530
1ST Source Bank
Indiana
$220K – – –
GP
1531
Greenline Partners
New York
$220K – – –
SAM
1532
Secure Asset Management
Michigan
$219K +$227K +678 New
AG
1533
Ascent Group
Virginia
$219K -$12.7K -38 -5%
CWM
1534
Curi Wealth Management
North Carolina
$219K -$594K -1,779 -72%
MMPW
1535
Mitchell McLeod Pugh & Williams
Alabama
$218K – – –
CG
1536
Clifford Group
Massachusetts
$218K – – –
MIA
1537
MainStreet Investment Advisors
Illinois
$218K -$2.34K -7 -1%
SWK
1538
Stephen W. Kidder
$217K – – –
TFGT
1539
TS Financial Group (TSFG)
Illinois
$216K +$10.7K +32 +5%
BCG
1540
Breakwater Capital Group
New Jersey
$216K +$235K +703 New
PWMG
1541
Provence Wealth Management Group
California
$216K +$223K +667 New
VCP
1542
Verus Capital Partners
Arizona
$216K +$223K +666 New
V
1543
ViaWealth
Kansas
$215K – – –
RA
1544
Rational Advisors
New York
$215K -$54.5K -163 -20%
MHIC
1545
Marble Harbor Investment Counsel
Massachusetts
$215K +$222K +664 New
SCA
1546
Sandy Cove Advisors
Massachusetts
$214K +$1K +3 +0.5%
WFA
1547
Wellspring Financial Advisors
Ohio
$214K – – –
GAM
1548
Grandview Asset Management
Pennsylvania
$213K +$1.67K +5 +0.8%
FCAS
1549
First Command Advisory Services
Texas
$213K +$220K +657 New
HDIM
1550
Hanson & Doremus Investment Management
Vermont
$212K -$11.7K -35 -5%
60 61
62
63 64