We are live on ! Find out more
GS icon

Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
2026
VisionPoint Advisory Group
Texas
$41.2K -$3.95K -9 -9%
CA
2027
Centerpoint Advisors
Massachusetts
$41K – – –
MAM
2028
Meeder Asset Management
Ohio
$40.7K -$347K -790 -90%
CAM
2029
Costello Asset Management
Pennsylvania
$40.7K +$13.2K +30 +50%
RWM
2030
Raffa Wealth Management
District of Columbia
$40.3K +$8.78K +20 +29%
BTC
2031
Bank & Trust Company
Illinois
$39.4K +$38.2K +87 New
PPC
2032
Park Place Capital
Alabama
$38.9K – – –
CWM
2033
Compass Wealth Management
Connecticut
$38.4K – – –
HFA
2034
Hershey Financial Advisers
Pennsylvania
$37.5K +$36.4K +83 New
AP
2035
Atwood & Palmer
Missouri
$37.1K – – –
TCM
2036
Tributary Capital Management
Nebraska
$36.2K – – –
TVWM
2037
Tower View Wealth Management
Wisconsin
$35.3K – – –
IWP
2038
IAG Wealth Partners
Wisconsin
$34.8K – – –
GGI
2039
Godsey & Gibb Inc
Virginia
$33.9K -$4.39K -10 -12%
CCC
2040
Chelsea Counsel Company
California
$33.9K – – –
TCM
2041
TruNorth Capital Management
Michigan
$33.5K +$18K +41 +124%
TWP
2042
Triad Wealth Partners
Kansas
$30.8K +$29.8K +68 New
AWM
2043
Abound Wealth Management
Tennessee
$30.5K – – –
PCWA
2044
Pacific Capital Wealth Advisors
California
$29.9K +$27.2K +62 +1,550%
PWA
2045
Provenance Wealth Advisors
Florida
$29.4K – – –
A
2046
AlphaQuest
New York
$28.9K +$27.6K +63 +6,300%
SIS
2047
Sound Income Strategies
Florida
$28.5K +$9.21K +21 +50%
T
2048
Tidemark
California
$28.4K +$439 +1 +2%
FUBT
2049
First United Bank & Trust
Maryland
$28K – – –
SIC
2050
SJS Investment Consulting
Ohio
$27.7K +$13.6K +31 +103%
80 81
82
83 84