We are live on ! Find out more
GS icon

Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
IGWM
1901
ICA Group Wealth Management
Colorado
$77.7K – – –
PMFA
1902
Plante Moran Financial Advisors
Michigan
$77.7K +$15.5K +40 +27%
NA
1903
Nordwand Advisors
Pennsylvania
$77.3K – – –
USB
1904
Union Savings Bank
Connecticut
$76.9K – – –
RA
1905
Rational Advisors
New York
$75.6K -$28.3K -73 -29%
BLC
1906
Brown, Lisle/Cummings
Rhode Island
$74.3K – – –
SFFS
1907
Stonehage Fleming Financial Services
Jersey
$73.8K +$59.8K +154 +193%
WAM
1908
Wolverine Asset Management
Illinois
$73.5K +$68.3K +176 New
DF
1909
Dunhill Financial
United Kingdom
$70.3K +$1.94K +5 +3%
CB
1910
CNB Bank
Pennsylvania
$68.9K – – –
JWM
1911
Janiczek Wealth Management
Colorado
$68.9K – – –
CA
1912
Continuum Advisory
Idaho
$68.3K +$58.2K +150 New
HCM
1913
Horrell Capital Management
Arkansas
$67K – – –
CSWM
1914
Cassady Schiller Wealth Management
Ohio
$66.8K – – –
MUMSS
1915
Mitsubishi UFJ Morgan Stanley Securities
Japan
$66.4K +$61.7K +159 New
NIC
1916
Northwest Investment Counselors
Oregon
$65.6K +$60.9K +157 New
WWP
1917
WR Wealth Planners
Missouri
$65.2K +$60.5K +156 New
TCM
1918
Tradewinds Capital Management
Washington
$64.3K +$1.55K +4 +3%
DFA
1919
DHJJ Financial Advisors
Illinois
$63.5K – – –
OSNBOA
1920
Old Second National Bank of Aurora
Illinois
$63.1K – – –
PWMG
1921
Private Wealth Management Group
New Jersey
$62.7K -$29.5K -76 -34%
CAC
1922
Core Alternative Capital
Georgia
$62.7K -$15.9K -41 -21%
BAM
1923
Bellevue Asset Management
Washington
$62.7K -$9.7K -25 -14%
CJL
1924
Cyrus J. Lawrence
New York
$62K +$58.2K +150 New
FWM
1925
FSA Wealth Management
Massachusetts
$61.4K – – –
75 76
77
78 79