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Name Holding Trade Value Shares
Change 		Change in
Stake
LF
2676
Lee Financial
Texas
$64K +$10.1K +30 +20%
AIM
2677
Arcadia Investment Management
Michigan
$63K – – –
MCA
2678
Maryland Capital Advisors
Maryland
$59K +$56.3K +168 New
HNWA
2679
Henrickson Nauta Wealth Advisors
Michigan
$59K +$63.4K +189 New
CWM
2680
Cranbrook Wealth Management
Michigan
$58K – – –
LPWM
2681
Lake Point Wealth Management
Texas
$57K +$9.06K +27 +20%
COCM
2682
Charter Oak Capital Management
New Hampshire
$54K +$36.2K +108 +240%
BAM
2683
Baldrige Asset Management
Pennsylvania
$53K +$1.01K +3 +2%
CQS
2684
Credential Qtrade Securities
$52.8K -$5.03K -15 -9%
CYG
2685
Clean Yield Group
Vermont
$48K – – –
BAM
2686
Byrne Asset Management
New Jersey
$48K +$45.3K +135 New
PVH
2687
Psagot Value Holdings
Israel
$48K +$45.3K +135 New
ARIS
2688
Advanced Research Investment Solutions
California
$47K +$25.2K +75 +125%
TAIM
2689
TD Ameritrade Investment Management
Nebraska
$46K +$44.3K +132 New
RI
2690
Rinkey Investments
California
$44K +$40.2K +120 New
CIR
2691
Clear Investment Research
Georgia
$43K – – –
MIM
2692
Meridiem Investment Management
United Kingdom
$42K – – –
CPFP
2693
Clear Perspectives Financial Planning
Ohio
$41K -$5.03K -15 -11%
MRG
2694
Milestone Resources Group
British Virgin Islands
$41K – – –
HVM
2695
Harvest Volatility Management
Connecticut
$39.1K -$37.8M -112,677 -100%
CCC
2696
Crescent Capital Consulting
Louisiana
$38K – – –
HCP
2697
Hexagon Capital Partners
Arkansas
$37K -$8.05K -24 -19%
NSB
2698
Norway Savings Bank
Maine
$37K +$10.1K +30 +40%
SC
2699
Schubert & Co
Texas
$35K +$33.2K +99 New
DFCM
2700
Dark Forest Capital Management
Puerto Rico
$34K +$23.1K +69 +256%
106 107
108
109 110