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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2176
Prentice Wealth Management
New York
$67K +$21.2K +90 +54%
SSC
2177
Syverson Strege & Co
Iowa
$67K +$50.8K +216 +480%
CFO
2178
CVA Family Office
Colorado
$65K -$450K -1,914 -81%
PPWM
2179
PFG Private Wealth Management
Florida
$63K +$57.2K +243 New
MGI
2180
MayTech Global Investments
New York
$57K +$52.3K +222 New
TLCM
2181
Twin Lakes Capital Management
California
$57K +$52.3K +222 New
AJ
2182
Ashburton (Jersey)
Jersey
$52K – – –
IPW
2183
IronBridge Private Wealth
Texas
$50K – – –
FPB
2184
First PREMIER Bank
South Dakota
$50K +$28.2K +120 +160%
AIM
2185
Arcadia Investment Management
Michigan
$47K – – –
TJHA
2186
Thomas J. Herzfeld Advisors
Florida
$47K – – –
DMBA
2187
Deseret Mutual Benefit Administrators
Utah
$45K – – –
CWM
2188
Cranbrook Wealth Management
Michigan
$43K +$28.2K +120 +267%
CQS
2189
Credential Qtrade Securities
$42.7K +$2.82K +12 +8%
VNIM
2190
Vaughan Nelson Investment Management
Texas
$41K +$37.4K +159 New
LF
2191
Lee Financial
Texas
$40K +$1.41K +6 +4%
BAM
2192
Baldrige Asset Management
Pennsylvania
$38K – – –
CYG
2193
Clean Yield Group
Vermont
$35K – – –
CCMW
2194
Cypress Capital Management (Wyoming)
Wyoming
$35K – – –
LPWM
2195
Lake Point Wealth Management
Texas
$35K – – –
LWA
2196
Lowe Wealth Advisors
Maryland
$35K – – –
CPFP
2197
Clear Perspectives Financial Planning
Ohio
$34K -$706 -3 -2%
HCP
2198
Hexagon Capital Partners
Arkansas
$34K +$5.65K +24 +23%
CWA
2199
Clearview Wealth Advisors
Oregon
$33K -$14.1K -60 -32%
CIR
2200
Clear Investment Research
Georgia
$32K -$706 -3 -2%
86 87
88
89 90