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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
4001
Ruedi Wealth Management
Illinois
$17.5K – – –
MBFW
4002
Morton Brown Family Wealth
Pennsylvania
$17K – – –
HWM
4003
Horizons Wealth Management
North Carolina
$16.3K – – –
NC
4004
NewSquare Capital
Pennsylvania
$15.6K -$5.8K -13 -29%
CAM
4005
Clarity Asset Management
Iowa
$15.6K – – –
JAM
4006
JCIC Asset Management
Ontario, Canada
$13.1K – – –
DMIC
4007
Dixon Mitchell Investment Counsel
British Columbia, Canada
$11.7K +$10.7K +24 New
BMC
4008
Bear Mountain Capital
Washington
$9.88K -$3.12K -7 -26%
FIA
4009
FPC Investment Advisory
California
$9.38K +$8.47K +19 New
GFL
4010
Granite FO LLC
New Hampshire
$9.3K +$8.03K +18 New
TWP
4011
TFO Wealth Partners
Ohio
$7.28K -$7.14K -16 -52%
EPW
4012
Evergreen Private Wealth
Colorado
$7.28K +$6.69K +15 New
OCM
4013
Orion Capital Management
California
$5.83K – – –
FDCP
4014
Foster Dykema Cabot & Partners
Massachusetts
$4.86K -$1.34K -3 -23%
PGAM
4015
Princeton Global Asset Management
New Jersey
$3.88K -$10.7K -24 -75%
PSB
4016
Piscataqua Savings Bank
New Hampshire
$2.43K – – –
BFP
4017
Briaud Financial Planning
Texas
$1K +$446 +1 New
MSWM
4018
Mowery & Schoenfeld Wealth Management
Illinois
$486 – – –
BCP
4019
BSN Capital Partners
United Kingdom
– -$254M -750,000 Closed
SAMH
4020
Shanda Asset Management Holdings
British Virgin Islands
– -$166M -470,000 Closed
CAM
4021
Contour Asset Management
New York
– -$142M -400,451 Closed
SP
4022
SurgoCap Partners
New York
– -$102M -288,218 Closed
CHP
4023
Castle Hook Partners
New York
– -$95.9M -271,022 Closed
SAM
4024
Scopus Asset Management
New York
– -$70.8M -200,000 Closed
SPS
4025
Susquehanna Portfolio Strategies
Pennsylvania
– -$70.6M -199,531 Closed
159 160
161
162 163