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Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
4101
FNY Investment Advisers
New York
$97K -$1.89M -19,592 -95%
JMF
4102
Johnson Midwest Financial
Iowa
$96.1K -$1.74K -18 -2%
MAM
4103
Marquette Asset Management
Minnesota
$95K – – –
SSC
4104
Syverson Strege & Co
Iowa
$87.1K – – –
CSC
4105
Caldwell Sutter Capital
California
$85.2K +$56.5K +585 +244%
HWM
4106
Horizons Wealth Management
North Carolina
$83.7K +$4.83K +50 +7%
HH
4107
HWG Holdings
Texas
$82.6K – – –
SC
4108
Sawyer & Company
Massachusetts
$77K -$4.35K -45 -6%
FC
4109
Family CFO
California
$74.4K – – –
SGC
4110
Slocum, Gordon & Co
Rhode Island
$74.4K – – –
CPFP
4111
Clear Perspectives Financial Planning
Ohio
$72.3K -$193 -2 -0.3%
BCM
4112
Birch Capital Management
Texas
$72.3K – – –
MIM
4113
Macroview Investment Management
Maryland
$63.5K – – –
TLA
4114
Tanglewood Legacy Advisors
Texas
$57.8K – – –
EA
4115
Evolution Advisers
Virginia
$57K – – –
SC
4116
Schubert & Co
Texas
$56K +$12.9K +134 +33%
CCM
4117
Copeland Capital Management
Pennsylvania
$54K – – –
SFCL
4118
Strengthening Families & Communities LLC
Massachusetts
$53.9K +$82.1K +850 +2%
YAL
4119
Your Advocates Ltd
Texas
$50.1K -$3.87K -40 -8%
GIS
4120
Grayhawk Investment Strategies
Alberta, Canada
$50K – – –
BFA
4121
BBJS Financial Advisors
Washington
$49.6K -$19.8K -205 -30%
RWM
4122
Ruedi Wealth Management
Illinois
$49.6K – – –
CI
4123
Cordant Inc
Oregon
$46.9K +$43.9K +454 New
VIA
4124
Virtus Investment Advisers
Connecticut
$45.2K – – –
MWA
4125
Miller Wealth Advisors
Colorado
$45K -$39.9M -412,565 -100%
163 164
165
166 167