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Name Holding Trade Value Shares
Change 		Change in
Stake
CQS
2726
Credential Qtrade Securities
$78.7K +$21.5K +69 +46%
CWM
2727
Curi Wealth Management
North Carolina
$76K -$20.6K -66 -24%
AJ
2728
Ashburton (Jersey)
Jersey
$74K – – –
BAM
2729
Byrne Asset Management
New Jersey
$71K +$19.6K +63 +47%
FPB
2730
First PREMIER Bank
South Dakota
$70K – – –
PCA
2731
Providence Capital Advisors
North Carolina
$70K +$60.7K +195 New
TAM
2732
Tucker Asset Management
Colorado
$66.8K +$33.6K +108 +138%
TJHA
2733
Thomas J. Herzfeld Advisors
Florida
$66K – – –
LF
2734
Lee Financial
Texas
$66K +$934 +3 +2%
AIM
2735
Arcadia Investment Management
Michigan
$65K – – –
MCA
2736
Maryland Capital Advisors
Maryland
$61K – – –
LPWM
2737
Lake Point Wealth Management
Texas
$56K -$1.87K -6 -4%
BAM
2738
Baldrige Asset Management
Pennsylvania
$54K – – –
TAIM
2739
TD Ameritrade Investment Management
Nebraska
$51K +$2.8K +9 +7%
CYG
2740
Clean Yield Group
Vermont
$50K +$934 +3 +2%
DI
2741
Disciplined Investments
Oklahoma
$48K +$14K +45 +50%
CWA
2742
Clearview Wealth Advisors
Oregon
$46K -$19.6K -63 -33%
PWP
2743
Pursue Wealth Partners
California
$45.5K +$40.2K +129 New
CIR
2744
Clear Investment Research
Georgia
$44K – – –
MIM
2745
Meridiem Investment Management
United Kingdom
$43K – – –
CPFP
2746
Clear Perspectives Financial Planning
Ohio
$42K – – –
MRG
2747
Milestone Resources Group
British Virgin Islands
$42K – – –
HCP
2748
Hexagon Capital Partners
Arkansas
$41K +$2.8K +9 +9%
NSB
2749
Norway Savings Bank
Maine
$38K – – –
KSWA
2750
Kathleen S. Wright Associates
Pennsylvania
$32K – – –
108 109
110
111 112