We are live on ! Find out more
GS icon

Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
EPM
2001
Equitec Proprietary Markets
Illinois
– -$88K -229 Closed
CSWM
2002
Cassady Schiller Wealth Management
Ohio
– -$65K -169 Closed
CWS
2003
Confluence Wealth Services
Pennsylvania
– -$63K -167 Closed
CFCI
2004
Comprehensive Financial Consultants Institutional
Indiana
– -$35K -100 Closed
FFG
2005
Ford Financial Group
California
– -$38K -100 Closed
IPW
2006
IronBridge Private Wealth
Texas
– -$38K -100 Closed
CF
2007
Concorde Financial
Texas
– -$21K -51 Closed
IAG
2008
Investmark Advisory Group
Connecticut
– -$19K -50 Closed
OF
2009
Outfitter Financial
Maine
– -$19K -50 Closed
RWA
2010
RGT Wealth Advisors
Texas
– -$19K -50 Closed
TIM
2011
Tevis Investment Management
Texas
– -$19K -50 Closed
TC
2012
Truvestments Capital
Florida
– -$19K -50 Closed
AIM
2013
AHL Investment Management
Florida
– -$13K -33 Closed
EWM
2014
Elmwood Wealth Management
California
– -$11K -30 Closed
TWP
2015
TFO Wealth Partners
Ohio
– -$8K -20 Closed
WFS
2016
Widmann Financial Services
Maryland
– -$7K -20 Closed
DFCM
2017
Dark Forest Capital Management
Puerto Rico
– -$5K -13 Closed
SC
2018
Stephens Consulting
Michigan
– -$4.97K -13 Closed
RA
2019
Resolute Advisors
California
– -$2K -5 Closed
RCM
2020
Raleigh Capital Management
North Carolina
– -$1.06K -3 -75%
UFF
2021
USA Financial Formulas
Michigan
– -$1K -2 Closed
77 78 79 80
81