GS icon

Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1951
West Family Investments
California
$317K +$31.3K +52 +10%
IWP
1952
Invenio Wealth Partners
Florida
$316K +$48.7K +81 +16%
BPAMU
1953
BTG Pactual Asset Management US
New York
$315K -$1.17M -1,951 -77%
WCG
1954
Weaver Consulting Group
California
$315K -$12K -20 -3%
MFGM
1955
Marshall Financial Group (Maryland)
Maryland
$315K +$9.03K +15 +3%
CRC
1956
Curi RMB Capital
Illinois
$315K -$365K -606 -51%
ACP
1957
Aveo Capital Partners
Colorado
$315K +$24.1K +40 +8%
AWM
1958
Accurate Wealth Management
Florida
$314K +$383K +636 New
BTWM
1959
Brass Tax Wealth Management
Ohio
$314K -$45.1K -75 -12%
GAM
1960
Grandview Asset Management
Pennsylvania
$314K +$1.8K +3 +0.5%
GIA
1961
GHP Investment Advisors
Colorado
$313K +$3.01K +5 +0.9%
SCA
1962
Sulzberger Capital Advisors
Florida
$312K -$145K -241 -30%
EP
1963
EPIQ Partners
Minnesota
$312K – – –
FMN
1964
Financial Management Network
California
$311K -$33.7K -56 -8%
BCG
1965
Bravias Capital Group
New Jersey
$311K -$161K -267 -32%
TFM
1966
TFC Financial Management
Massachusetts
$311K +$1.8K +3 +0.5%
FCAS
1967
First Command Advisory Services
Texas
$309K +$6.62K +11 +2%
FFG
1968
Fortem Financial Group
California
$308K +$602 +1 +0.2%
SOS
1969
Silver Oak Securities
Tennessee
$308K +$26.5K +44 +8%
MPM
1970
MBB Public Markets
Illinois
$307K +$338K +562 New
AAMC
1971
Asset Allocation & Management Company
Illinois
$307K – – –
DPI
1972
Diversified Portfolios Inc
Michigan
$306K – – –
FA
1973
Fermata Advisors
California
$306K +$337K +560 New
HW
1974
Hamilton Wealth
California
$305K -$146K -242 -30%
GAG
1975
GM Advisory Group
New York
$305K -$25.3K -42 -7%
77 78
79
80 81