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Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1801
Westhampton Capital
North Carolina
$432K +$9.1K +680 +2%
TFA
1802
Toth Financial Advisory
Virginia
$431K -$602K -45,000 -58%
PP
1803
PDS Planning
Ohio
$429K +$49.3K +3,680 +13%
CCA
1804
Childress Capital Advisors
Texas
$429K +$438K +32,720 New
XF
1805
XML Financial
Maryland
$428K – – –
BIA
1806
Bigelow Investment Advisors
Maine
$427K -$78.2K -5,840 -15%
NSIM
1807
North Star Investment Management
Illinois
$427K -$69.6K -5,200 -14%
BWCS
1808
Beirne Wealth Consulting Services
Connecticut
$427K +$5.89K +440 +1%
MHIC
1809
Marble Harbor Investment Counsel
Massachusetts
$424K +$12.3K +920 +3%
FLPIM
1810
F.L. Putnam Investment Management
Massachusetts
$422K -$19.8K -1,480 -4%
VA
1811
Valmark Advisers
Ohio
$421K +$118K +8,840 +38%
KP
1812
Keel Point
Alabama
$420K +$6.43K +480 +2%
BM
1813
Brandywine Managers
Delaware
$418K – – –
PFM
1814
Parsec Financial Management
North Carolina
$418K +$22.5K +1,680 +6%
IA
1815
IFG Advisory
Georgia
$418K +$39.1K +2,920 +10%
TC
1816
Truvestments Capital
Florida
$417K +$37K +2,760 +9%
GP
1817
Geneva Partners
Wisconsin
$416K -$20.4K -1,520 -5%
AI
1818
Accredited Investors
Minnesota
$414K +$169K +12,600 +66%
FWM
1819
Fairhaven Wealth Management
Illinois
$413K -$22.5K -1,680 -5%
SCM
1820
Southport Capital Management
Tennessee
$409K -$140K -10,440 -25%
NP
1821
Ninepoint Partners
Ontario, Canada
$407K – – –
LC
1822
LCNB Corp
Ohio
$406K +$9.1K +680 +2%
CIA
1823
Compass Ion Advisors
Pennsylvania
$405K – – –
AWE
1824
Avidian Wealth Enterprises
Texas
$404K +$56.8K +4,240 +16%
RS
1825
Retirement Solution
Washington
$402K +$412K +30,800 New
71 72
73
74 75