We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
301
Tradewinds Capital Management
Washington
$1K -$2.58K -200 -74%
AIM
302
Advantage Investment Management
Iowa
$1K – – –
AWMS
303
Advocacy Wealth Management Services
Georgia
$1K – – –
AWM
304
Aevitas Wealth Management
Massachusetts
$1K – – –
AWM
305
AllSquare Wealth Management
New York
$1K – – –
BIMC
306
Benson Investment Management Company
Virginia
$1K – – –
CWM
307
Catamount Wealth Management
Connecticut
$1K – – –
CCM
308
Cribstone Capital Management
Maine
$1K – – –
GAM
309
Gemmer Asset Management
California
$1K – – –
IFAM
310
Institutional & Family Asset Management
Colorado
$1K – – –
IF
311
Ironwood Financial
Arizona
$1K – – –
LNB
312
Ledyard National Bank
$1K – – –
LWM
313
Lenox Wealth Management
Ohio
$1K – – –
MIM
314
Macroview Investment Management
Maryland
$1K – – –
MPPLM
315
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1K – – –
OWA
316
One Wealth Advisors
California
$1K – – –
RFA
317
Reilly Financial Advisors
California
$1K – – –
SCM
318
Stumpf Capital Management
Arizona
$1K – – –
YWP
319
YorkBridge Wealth Partners
New York
$1K – – –
BBA
320
Braun-Bostich & Associates
Pennsylvania
$1K +$903 +70 New
LWA
321
Lowe Wealth Advisors
Maryland
$1K +$1.29K +100 New
PRS
322
Pinkerton Retirement Specialists
Idaho
$1K +$1.29K +100 New
WA
323
WP Advisors
California
$1K +$1.29K +100 New
OFS
324
Orrstown Financial Services
Pennsylvania
$1K +$1.46K +113 New
Coatue Management
325
Coatue Management
New York
– -$323M -20,358,919 Closed