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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
2076
Clearstead Trust
Maine
$168K +$178K +1,523 New
MSFP
2077
Mark Sheptoff Financial Planning
Connecticut
$167K – – –
CHC
2078
City Holding Co
West Virginia
$167K +$15.2K +130 +9%
VCM
2079
Versant Capital Management
Arizona
$163K -$4.8K -41 -3%
AP
2080
Atwood & Palmer
Missouri
$162K – – –
FMTCOCP
2081
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$160K -$1.72M -14,716 -91%
CFD
2082
Creative Financial Designs
Indiana
$160K -$937 -8 -0.5%
POIA
2083
Pin Oak Investment Advisors
Texas
$159K -$9.37K -80 -5%
SMG
2084
Spectrum Management Group
Indiana
$156K +$56.9K +486 +52%
CFA
2085
Cahill Financial Advisors
Minnesota
$151K +$160K +1,368 New
JEST
2086
JTC Employer Solutions Trustee
Jersey
$138K – – –
CAL
2087
Capital Advisors Ltd
Ohio
$136K +$70.3K +600 +95%
TCWA
2088
Ten Capital Wealth Advisors
Washington
$135K -$2.75M -23,487 -95%
SIS
2089
Sound Income Strategies
Florida
$126K -$1.52K -13 -1%
FMT
2090
First Mercantile Trust
Tennessee
$122K -$630K -5,385 -83%
CA
2091
Crewe Advisors
Utah
$122K – – –
HIM
2092
Hillsdale Investment Management
Ontario, Canada
$120K +$74.3K +635 +141%
BA
2093
Bellwether Advisors
Nebraska
$119K +$12.3K +105 +11%
HCM
2094
Highlander Capital Management
New Jersey
$116K – – –
WR
2095
WD Rutherford
Oregon
$115K +$78.4K +670 +181%
KA
2096
Kozak & Associates
Colorado
$113K +$119K +1,014 New
SC
2097
Sierra Capital
Florida
$109K – – –
LPIC
2098
LeJeune Puetz Investment Counsel
Michigan
$107K +$114K +971 New
YAL
2099
Your Advocates Ltd
Texas
$101K – – –
BEI
2100
Benjamin Edwards Inc
Missouri
$101K +$53.7K +459 +100%
82 83
84
85 86