We are live on ! Find out more
GS icon

Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CPCM
1551
Cardinal Point Capital Management
Ontario, Canada
$953K -$49.6K -67 -5%
CAM
1552
Close Asset Management
United Kingdom
$953K +$17K +23 +2%
GF
1553
Gries Financial
Ohio
$953K +$467K +630 +111%
BTW
1554
Boston Trust Walden
Massachusetts
$951K – – –
VWA
1555
Visionary Wealth Advisors
Illinois
$951K +$77.8K +105 +10%
MHC
1556
May Hill Capital
Massachusetts
$950K -$15.6K -21 -2%
ST
1557
Spinnaker Trust
Maine
$944K -$3.71K -5 -0.4%
PSP
1558
Principal Street Partners
Tennessee
$941K -$433K -585 -33%
AWA
1559
A4 Wealth Advisors
North Carolina
$940K +$875K +1,181 New
OL
1560
Owen LaRue
Kentucky
$939K -$1.86M -2,513 -68%
WA
1561
Waddell & Associates
Tennessee
$937K +$113K +153 +15%
IA
1562
IFG Advisory
Georgia
$936K +$107K +144 +14%
WMP
1563
Wealth Management Partners
Arizona
$934K -$7.41K -10 -0.8%
SIG
1564
Sky Investment Group
Connecticut
$934K – – –
WWM
1565
Western Wealth Management
Colorado
$931K +$43.7K +59 +5%
WWMSC
1566
Wagner Wealth Management (South Carolina)
South Carolina
$930K +$2.22K +3 +0.3%
SOS
1567
Silver Oak Securities
Tennessee
$926K +$371K +500 +75%
WCP
1568
Wealthcare Capital Partners
Pennsylvania
$925K – – –
CPSAC
1569
Chas P. Smith & Associates (CPS)
Florida
$925K -$69.7K -94 -7%
CIA
1570
Cladis Investment Advisory
Montana
$920K – – –
FH
1571
FWG Holdings
Florida
$918K +$10.4K +14 +1%
CMI
1572
Clare Market Investments
Texas
$915K +$556K +751 +189%
MWM
1573
Modern Wealth Management
Kansas
$912K +$88.2K +119 +12%
PA
1574
PFG Advisors
Arizona
$912K +$97.8K +132 +13%
CSB
1575
City State Bank
Iowa
$912K – – –
61 62
63
64 65