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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1151
Clearstead Advisors
Ohio
$29K -$133K -3,500 -80%
DI
1152
Disciplined Investments
Oklahoma
$29K -$22.7K -600 -40%
AIM
1153
Arcadia Investment Management
Michigan
$29K – – –
SCM
1154
Silvant Capital Management
Georgia
$28K – – –
SIS
1155
Sound Income Strategies
Florida
$28K +$644 +17 +2%
TFM
1156
TFC Financial Management
Massachusetts
$28K +$32.1K +847 New
LIM
1157
Lagoda Investment Management
New York
$26K – – –
MMG
1158
Monetary Management Group
Missouri
$26K – – –
EIP
1159
Ellis Investment Partners
Pennsylvania
$26K +$189 +5 +0.6%
NSB
1160
Norway Savings Bank
Maine
$25K -$5.53K -146 -16%
WB
1161
Webster Bank
Connecticut
$25K – – –
GG
1162
Gleason Group
Kentucky
$25K +$303 +8 +1%
HCP
1163
Hexagon Capital Partners
Arkansas
$25K +$32.6K +860 New
CT
1164
Clearstead Trust
Maine
$24K +$2.88K +76 +12%
MWC
1165
MBM Wealth Consultants
Missouri
$23K -$21.8K -575 -45%
AWMS
1166
Advocacy Wealth Management Services
Georgia
$22K – – –
CDIA
1167
Capital Directions Investment Advisors
Georgia
$22K – – –
HB
1168
Horizon Bancorp
Indiana
$22K +$11.1K +292 +77%
SLF
1169
Sun Life Financial
Ontario, Canada
$21K -$227 -6 -0.9%
VCM
1170
Versant Capital Management
Arizona
$21K +$4.93K +130 +24%
TF
1171
TimeScale Financial
Massachusetts
$20K -$6.29K -166 -21%
MCM
1172
MV Capital Management
Maryland
$20K – – –
AAP
1173
Arax Advisory Partners
Colorado
$20K +$4.93K +130 +27%
WOC
1174
West Oak Capital
California
$19K -$111K -2,942 -84%
BBL
1175
Beck Bode LLC
Massachusetts
$19K +$21.9K +577 New
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