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Name Holding Trade Value Shares
Change 		Change in
Stake
Q
4051
QVR
California
$70.5K -$4.41M -44,666 -98%
HH
4052
HWG Holdings
Texas
$67K -$885K -8,962 -92%
SC
4053
Sawyer & Company
Massachusetts
$67K +$3.95K +40 +5%
LAM
4054
Lakewood Asset Management
Illinois
$66K +$77K +780 New
HWM
4055
Horizons Wealth Management
North Carolina
$64K – – –
WI
4056
WJ Interests
Texas
$62.2K +$73.1K +740 New
FC
4057
Family CFO
California
$60.5K – – –
SGC
4058
Slocum, Gordon & Co
Rhode Island
$60.5K +$71.1K +720 New
CPFP
4059
Clear Perspectives Financial Planning
Ohio
$59K -$19.6K -198 -22%
BCM
4060
Birch Capital Management
Texas
$58.8K – – –
BFA
4061
BBJS Financial Advisors
Washington
$57.5K +$67.7K +685 New
RWMH
4062
Riverpoint Wealth Management Holdings
Illinois
$52.1K -$624K -6,320 -91%
MIM
4063
Macroview Investment Management
Maryland
$51.7K – – –
SAM
4064
Sycomore Asset Management
France
$51K -$104K -1,050 -64%
TWD
4065
True Wealth Design
Ohio
$50K +$58.8K +595 New
IFA
4066
Interactive Financial Advisors
Illinois
$47.2K – – –
TLA
4067
Tanglewood Legacy Advisors
Texas
$47K +$55.3K +560 New
EA
4068
Evolution Advisers
Virginia
$47K – – –
RCM
4069
Ravenstone Capital Management
$45.4K – – –
3IP
4070
3Chopt Investment Partners
Virginia
$45.1K +$53K +537 New
DI
4071
Disciplined Investments
Oklahoma
$44.1K -$1.09M -11,004 -95%
YAL
4072
Your Advocates Ltd
Texas
$44.1K -$27.7K -280 -35%
CCM
4073
Copeland Capital Management
Pennsylvania
$44K – – –
WWP
4074
WR Wealth Planners
Missouri
$41.7K -$1.98K -20 -4%
RWM
4075
Ruedi Wealth Management
Illinois
$40.3K +$47.4K +480 New
161 162
163
164 165