We are live on ! Find out more
GS icon

Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
1701
HM Payson & Co
Maine
$151K +$37.2K +94 +31%
CA
1702
Crewe Advisors
Utah
$150K +$14.3K +36 +10%
FCFS
1703
First Command Financial Services
Texas
$147K – – –
WWMSC
1704
Wagner Wealth Management (South Carolina)
South Carolina
$146K +$396 +1 +0.3%
IUHSA
1705
Itau Unibanco Holding S.A.
Brazil
$146K +$150K +378 New
AA
1706
AlphaCentric Advisors
Puerto Rico
$145K -$27.3K -69 -15%
FCB
1707
First Command Bank
Texas
$145K – – –
LWANC
1708
Laurel Wealth Advisors (North Carolina)
North Carolina
$143K – – –
RCG
1709
Rock Creek Group
District of Columbia
$139K -$7.92K -20 -5%
TFP
1710
Tilia Fiduciary Partners
North Carolina
$138K +$143K +360 New
CCM
1711
Chilton Capital Management
Texas
$135K +$140K +353 New
HWA
1712
Heritage Wealth Advisors
Virginia
$134K – – –
VC
1713
Vestor Capital
Illinois
$134K – – –
BHWM
1714
Beaird Harris Wealth Management
Texas
$134K +$139K +350 New
TFGT
1715
TS Financial Group (TSFG)
Illinois
$131K +$396 +1 +0.3%
CFG
1716
CKW Financial Group
Hawaii
$130K – – –
WOC
1717
West Oak Capital
California
$130K – – –
T2I
1718
Turim 21 Investimentos
Brazil
$130K +$135K +341 New
AWA
1719
Amplius Wealth Advisors
Pennsylvania
$128K +$133K +337 New
TC
1720
Trust Company
Kansas
$127K -$396 -1 -0.3%
GAM
1721
Gemmer Asset Management
California
$125K – – –
GGHC
1722
Gilder Gagnon Howe & Co
New York
$123K – – –
EWA
1723
EverSource Wealth Advisors
Alabama
$123K +$127K +321 New
MWA
1724
Miller Wealth Advisors
Colorado
$121K +$125K +317 New
GC
1725
Garde Capital
Washington
$120K – – –
67 68
69
70 71