We are live on ! Find out more
GS icon

Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
2151
Southland Equity Partners
Missouri
$286K +$235K +405 New
AI
2152
Accredited Investors
Minnesota
$285K +$1.74K +3 +0.8%
LAM
2153
Lifestyle Asset Management
Texas
$285K +$4.64K +8 +2%
PFM
2154
Patton Fund Management
Texas
$285K +$234K +403 New
AA
2155
Addison Advisors
Vermont
$283K -$6.37K -11 -3%
CFIA
2156
Cantor Fitzgerald Investment Advisors
New York
$283K – – –
IA
2157
Intellus Advisors
Florida
$283K – – –
MG
2158
McHugh Group
Ohio
$283K – – –
SHFA
2159
SS&H Financial Advisors
Michigan
$283K – – –
CCG
2160
Coastwise Capital Group
California
$282K -$11.6K -20 -5%
FC
2161
Fairscale Capital
New Hampshire
$282K +$103K +178 +84%
LTAS
2162
Linden Thomas Advisory Services
North Carolina
$282K -$129K -222 -36%
PCM
2163
Payne Capital Management
New York
$282K -$12.7K -22 -5%
BW
2164
BIP Wealth
Georgia
$282K +$7.53K +13 +3%
CMI
2165
Clare Market Investments
Texas
$282K -$70.1K -121 -23%
MSWM
2166
McGlone Suttner Wealth Management
Wisconsin
$281K -$21.4K -37 -9%
APG
2167
Abacus Planning Group
South Carolina
$281K +$230K +397 New
BFC
2168
Bedel Financial Consulting
Indiana
$281K – – –
DP
2169
Dearborn Partners
Illinois
$280K +$229K +396 New
CWM
2170
Cahaba Wealth Management
Georgia
$280K -$57.9K -100 -20%
WWM
2171
Westwood Wealth Management
California
$280K – – –
MWM
2172
Mittelman Wealth Management
Massachusetts
$278K -$73.6K -127 -24%
TBWA
2173
Three Bridge Wealth Advisors
California
$277K -$146K -252 -39%
FWTB
2174
First Western Trust Bank
Colorado
$277K -$2.9K -5 -1%
SFB
2175
STAR Financial Bank
Indiana
$276K +$226K +390 New
85 86
87
88 89