We are live on ! Find out more
GS icon

Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2126
Clarus Wealth Advisors
Arizona
$301K -$28.4K -49 -10%
PIP
2127
Peachtree Investment Partners
Florida
$300K +$246K +424 New
PNC
2128
Park National Corp
Ohio
$300K +$1.74K +3 +0.7%
NG
2129
Novem Group
New York
$299K -$2.9K -5 -1%
WDC
2130
Woodward Diversified Capital
California
$298K +$244K +421 New
EC
2131
EntryPoint Capital
New York
$298K -$9.27K -16 -4%
MFWP
2132
Mosaic Family Wealth Partners
Missouri
$298K – – –
TLA
2133
Tanglewood Legacy Advisors
Texas
$297K – – –
GWM
2134
GSB Wealth Management
Connecticut
$296K +$18K +31 +8%
TCM
2135
Triumph Capital Management
Colorado
$295K +$4.06K +7 +2%
NQWM
2136
Northwest Quadrant Wealth Management
Oregon
$294K +$579 +1 +0.2%
CFS
2137
Commonwealth Financial Services
West Virginia
$292K -$13.3K -23 -5%
FEM
2138
Fulcrum Equity Management
Texas
$291K -$19.7K -34 -8%
FBFS
2139
First Business Financial Services
Wisconsin
$291K – – –
KMWM
2140
Keudell/Morrison Wealth Management
Oregon
$291K – – –
BHWA
2141
Beacon Harbor Wealth Advisors
Virginia
$291K +$6.37K +11 +3%
GHA
2142
Granite Harbor Advisors
Texas
$291K +$18.5K +32 +8%
TWA
2143
Tandem Wealth Advisors
Arizona
$291K +$238K +411 New
FAM
2144
Flaharty Asset Management
Florida
$290K -$9.85K -17 -4%
APW
2145
Axim Planning & Wealth
Ohio
$289K -$5.21K -9 -2%
ANTB
2146
AMG National Trust Bank
Colorado
$289K – – –
AF
2147
Atala Financial
California
$289K – – –
BSSFA
2148
Baron Silver Stevens Financial Advisors
Florida
$288K +$236K +407 New
SCA
2149
Sulzberger Capital Advisors
Florida
$288K -$95.6K -165 -29%
AC
2150
Apella Capital
Connecticut
$288K +$235K +405 New
84 85
86
87 88