We are live on ! Find out more
GS icon

Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
EFM
1926
E Fund Management
China
$225K -$14.7K -30 -6%
FWP
1927
Falcon Wealth Planning
California
$225K +$222K +454 New
TWA
1928
Talisman Wealth Advisors
New Jersey
$224K +$220K +449 New
BFWM
1929
Bright Futures Wealth Management
New York
$223K +$208K +426 New
TCM
1930
Tandem Capital Management
New Jersey
$223K -$29.3K -60 -12%
RWM
1931
Rezny Wealth Management
Florida
$223K – – –
CWM
1932
Cherrydale Wealth Management
New Jersey
$223K – – –
AA
1933
Advisory Alpha
Michigan
$223K +$2.94K +6 +1%
LAM
1934
Lifestyle Asset Management
Texas
$223K -$11.3K -23 -5%
NED
1935
Nancy E. Dempze
$223K +$220K +450 New
CW
1936
CIC Wealth
Maryland
$222K – – –
LSA
1937
Lansing Street Advisors
Pennsylvania
$222K +$489 +1 +0.2%
EBWM
1938
Eagle Bluffs Wealth Management
Missouri
$222K – – –
FWM
1939
Forza Wealth Management
Florida
$221K +$219K +447 New
IB
1940
Intrust Bank
Kansas
$221K – – –
NJBEST
1941
New Jersey Better Educational Savings Trust
New Jersey
$220K – – –
UF
1942
Univest Financial
Pennsylvania
$220K +$218K +445 New
BCM
1943
BluePath Capital Management
Georgia
$220K +$217K +443 New
B
1944
Bailard
California
$219K -$38.6K -79 -15%
SP
1945
Successful Portfolios
Florida
$219K -$4.89K -10 -2%
OFW
1946
Omnia Family Wealth
Florida
$219K +$217K +443 New
HAIM
1947
Hunter Associates Investment Management
Pennsylvania
$218K +$215K +440 New
AGC
1948
Aspen Grove Capital
Colorado
$218K -$7.83K -16 -4%
BCM
1949
Boltwood Capital Management
California
$215K +$213K +435 New
CTA
1950
Chesley Taft & Associates
Illinois
$215K +$213K +435 New
76 77
78
79 80