We are live on ! Find out more
GS icon

Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1951
PFS Partners
New Jersey
$40.8K +$388 +1 +1%
WPA
1952
West Paces Advisors
Georgia
$39.3K -$3.1K -8 -8%
SRCM
1953
Signature Resources Capital Management
California
$38.6K – – –
JSAM
1954
J. Safra Asset Management
New York
$38.4K +$31.4K +81 +736%
CA
1955
Centerpoint Advisors
Massachusetts
$38K – – –
PPC
1956
Park Place Capital
Alabama
$35.9K +$6.99K +18 +26%
CWM
1957
Compass Wealth Management
Connecticut
$35.5K – – –
GGI
1958
Godsey & Gibb Inc
Virginia
$35.5K +$25.2K +65 +325%
AP
1959
Atwood & Palmer
Missouri
$34.3K +$1.94K +5 +6%
TFA
1960
Toth Financial Advisory
Virginia
$33.4K – – –
LF
1961
LifeSteps Financial
California
$33.4K +$31K +80 New
TCM
1962
Tributary Capital Management
Nebraska
$33.4K +$31K +80 New
TVWM
1963
Tower View Wealth Management
Wisconsin
$32.6K – – –
IWP
1964
IAG Wealth Partners
Wisconsin
$32.2K – – –
CBT
1965
CoreFirst Bank & Trust
Kansas
$31.3K -$37.6K -97 -56%
CCC
1966
Chelsea Counsel Company
California
$31.3K – – –
CG
1967
Cutler Group
California
$31K -$3.92M -10,111 -99%
SA
1968
Scarborough Advisors
Maryland
$29.7K +$10.9K +28 +65%
RWM
1969
Raffa Wealth Management
District of Columbia
$28.8K -$5.82K -15 -18%
AWM
1970
Abound Wealth Management
Tennessee
$28.2K +$388 +1 +2%
VCM
1971
Versant Capital Management
Arizona
$27.6K +$13.2K +34 +106%
PWA
1972
Provenance Wealth Advisors
Florida
$27.1K – – –
T
1973
Tidemark
California
$26.1K – – –
FUBT
1974
First United Bank & Trust
Maryland
$25.9K -$2.33K -6 -9%
PCMC
1975
Planning Capital Management Corporation
Pennsylvania
$25.1K -$138K -355 -86%