We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
851
TFC Financial Management
Massachusetts
$1.01K – – –
TC
852
Trust Company
Kansas
$1.01K – – –
NSIM
853
North Star Investment Management
Illinois
$1.01K +$300 +1 +50%
RWS
854
Retirement Wealth Solutions
Wisconsin
$1.01K +$300 +1 +50%
FC
855
Financial Consulate
Maryland
$1.01K +$900 +3 New
PS
856
Planning Strategies
Pennsylvania
$1.01K +$900 +3 New
ACA
857
Atlas Capital Advisors
Wyoming
$1.01K – – –
AF
858
Advisornet Financial
Minnesota
$672 – – –
CWM
859
Copia Wealth Management
Oregon
$672 – – –
HI
860
Horizon Investments
North Carolina
$672 – – –
AA
861
Addison Advisors
Vermont
$672 +$300 +1 +100%
DCM
862
Davis Capital Management
Florida
$672 +$300 +1 +100%
WA
863
Whipplewood Advisors
Colorado
$336 -$9.3K -31 -97%
APW
864
Atlantic Private Wealth
North Carolina
$336 – – –
CFB
865
Cullen/Frost Bankers
Texas
$336 – – –
KG
866
Kilter Group
New York
$336 – – –
QWM
867
Quaker Wealth Management
New Jersey
$336 – – –
SA
868
Seneschal Advisors
Washington
$336 – – –
PMFA
869
Plante Moran Financial Advisors
Michigan
$336 +$300 +1 New
SRCM
870
Signature Resources Capital Management
California
$336 +$300 +1 New
RF
871
Robinswood Financial
Washington
$335 – – –
YDMI
872
Y.D. More Investments
Israel
$189 +$50.4K +168 New
Kayne Anderson Rudnick Investment Management
873
Kayne Anderson Rudnick Investment Management
California
$151 -$1.5K -5 Closed
MWPCG
874
Measured Wealth Private Client Group
New Hampshire
$94 – – –
JCAM
875
Jericho Capital Asset Management
New York
– -$244M -996,540 Closed