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Name Holding Trade Value Shares
Change 		Change in
Stake
IHWM
4001
Iron Horse Wealth Management
Iowa
$18.5K – – –
RWM
4002
Ruedi Wealth Management
Illinois
$17.5K – – –
MBFW
4003
Morton Brown Family Wealth
Pennsylvania
$17K – – –
HWM
4004
Horizons Wealth Management
North Carolina
$16.3K – – –
NC
4005
NewSquare Capital
Pennsylvania
$15.6K -$5.8K -13 -29%
CAM
4006
Clarity Asset Management
Iowa
$15.6K – – –
JAM
4007
JCIC Asset Management
Ontario, Canada
$13.1K – – –
DMIC
4008
Dixon Mitchell Investment Counsel
British Columbia, Canada
$11.7K +$10.7K +24 New
BMC
4009
Bear Mountain Capital
Washington
$9.88K -$3.12K -7 -26%
FIA
4010
FPC Investment Advisory
California
$9.38K +$8.47K +19 New
GFL
4011
Granite FO LLC
New Hampshire
$9.3K +$8.03K +18 New
TWP
4012
TFO Wealth Partners
Ohio
$7.28K -$7.14K -16 -52%
EPW
4013
Evergreen Private Wealth
Colorado
$7.28K +$6.69K +15 New
OCM
4014
Orion Capital Management
California
$5.83K – – –
FDCP
4015
Foster Dykema Cabot & Partners
Massachusetts
$4.86K -$1.34K -3 -23%
PGAM
4016
Princeton Global Asset Management
New Jersey
$3.88K -$10.7K -24 -75%
PSB
4017
Piscataqua Savings Bank
New Hampshire
$2.43K – – –
BFP
4018
Briaud Financial Planning
Texas
$1K +$446 +1 New
MSWM
4019
Mowery & Schoenfeld Wealth Management
Illinois
$486 – – –
BCP
4020
BSN Capital Partners
United Kingdom
– -$254M -750,000 Closed
SAMH
4021
Shanda Asset Management Holdings
British Virgin Islands
– -$166M -470,000 Closed
CAM
4022
Contour Asset Management
New York
– -$142M -400,451 Closed
SP
4023
SurgoCap Partners
New York
– -$102M -288,218 Closed
CHP
4024
Castle Hook Partners
New York
– -$95.9M -271,022 Closed
SAM
4025
Scopus Asset Management
New York
– -$70.8M -200,000 Closed
159 160
161
162 163