We are live on ! Find out more
GS icon

Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2001
ClariVest Asset Management
California
$14.6K +$1.94K +5 +17%
FCT
2002
First Community Trust
Iowa
$14.2K – – –
TCM
2003
TruNorth Capital Management
Michigan
$13.8K +$12.8K +33 New
CPG
2004
Cornerstone Planning Group
New Jersey
$13.7K +$1.16K +3 +10%
CAM
2005
Creekmur Asset Management
Illinois
$13.4K -$4.27K -11 -26%
JFGIW
2006
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.9K -$99K -255 -89%
FFA
2007
Frazier Financial Advisors
Ohio
$12.9K – – –
MSE
2008
MUFG Securities EMEA
United Kingdom
$12.9K – – –
SIC
2009
SJS Investment Consulting
Ohio
$12.7K -$32.2K -83 -73%
DIP
2010
DT Investment Partners
Pennsylvania
$12.5K – – –
BHWM
2011
Bay Harbor Wealth Management
Maryland
$11.8K +$388 +1 +4%
CFFP
2012
Center for Financial Planning
Michigan
$11.7K – – –
RTL
2013
Red Tortoise LLC
Georgia
$11.3K +$1.55K +4 +17%
FMTCOCP
2014
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K +$4.66K +12 +80%
KWAG
2015
Kiely Wealth Advisory Group
North Carolina
$10.8K – – –
CTWM
2016
Cherry Tree Wealth Management
Minnesota
$10.4K – – –
CTC
2017
Cetera Trust Company
Minnesota
$10.4K -$9.7K -25 -50%
LFA
2018
Legend Financial Advisors
Pennsylvania
$10K +$6.21K +16 +200%
DPW
2019
DiNuzzo Private Wealth
Pennsylvania
$9.61K – – –
RAM
2020
Riggs Asset Management
Pennsylvania
$9.61K +$1.16K +3 +15%
BFPW
2021
BOK Financial Private Wealth
Colorado
$8.86K -$41.1K -106 -83%
EWP
2022
Elevation Wealth Partners
California
$8.35K -$135K -349 -95%
FRA
2023
Frank Rimerman Advisors
California
$8.35K – – –
ATC
2024
Adirondack Trust Company
New York
$8.35K – – –
PAM
2025
Palisade Asset Management
Minnesota
$7.94K +$7.37K +19 New
79 80
81
82 83