We are live on ! Find out more
GS icon

Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1601
Kore Advisors
Florida
$262K +$227K +680 New
GM
1602
GeoWealth Management
Illinois
$261K +$122K +367 +118%
LAM
1603
Lifestyle Asset Management
Texas
$261K +$226K +676 New
KP
1604
Keel Point
Alabama
$261K +$8.34K +25 +4%
CWM
1605
Cornerstone Wealth Management
Missouri
$260K -$164K -490 -42%
PCG
1606
PFC Capital Group
California
$260K +$225K +675 New
FCAS
1607
First Command Advisory Services
Texas
$260K +$5.34K +16 +2%
RW
1608
REDW Wealth
New Mexico
$259K +$18K +54 +9%
RWP
1609
Revolve Wealth Partners
New Jersey
$258K -$18.7K -56 -8%
SWK
1610
Stephen W. Kidder
$258K – – –
FMN
1611
Financial Management Network
California
$258K +$223K +668 New
MCA
1612
Magnolia Capital Advisors
Mississippi
$257K +$222K +664 New
VCG
1613
Vantage Consulting Group
Virginia
$257K -$29.7K -89 -12%
SQA
1614
Simon Quick Advisors
New Jersey
$255K +$4.67K +14 +2%
ADMI
1615
Albert D. Mason Inc
Massachusetts
$255K +$9.01K +27 +4%
TCM
1616
Triumph Capital Management
Colorado
$255K +$220K +660 New
AF
1617
Advisornet Financial
Minnesota
$254K +$5.01K +15 +2%
PPP
1618
Private Portfolio Partners
New Jersey
$252K +$218K +654 New
SF
1619
Symphony Financial
Texas
$252K -$324K -970 -59%
HDIM
1620
Hanson & Doremus Investment Management
Vermont
$250K -$2.67K -8 -1%
HBW
1621
Hazlett, Burt & Watson
West Virginia
$249K -$44.7K -134 -17%
AWM
1622
Aries Wealth Management
Maine
$248K – – –
TBWA
1623
Three Bridge Wealth Advisors
California
$248K – – –
WIC
1624
Woodmont Investment Counsel
Tennessee
$248K +$215K +644 New
AGWCA
1625
Annis Gardner Whiting Capital Advisors
Florida
$248K – – –
63 64
65
66 67