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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
426
Clearstead Trust
Maine
$23K +$15.5K +157 New
VCM
427
Versant Capital Management
Arizona
$23K +$16.1K +163 New
AA
428
Ancora Advisors
Ohio
$22K – – –
HDIM
429
Hanson & Doremus Investment Management
Vermont
$22K +$15K +152 New
ADL
430
Asset Dedication LLC
California
$21K +$8.39K +85 +137%
CYG
431
Clean Yield Group
Vermont
$20K +$13.3K +135 New
SJIM
432
St. Johns Investment Management
Florida
$20K +$13.8K +140 New
OPS
433
Orion Portfolio Solutions
Nebraska
$18K +$12.3K +125 New
KTC
434
Kistler-Tiffany Companies
Pennsylvania
$17K – – –
CAGAS
435
Capital Advisory Group Advisory Services
Minnesota
$16K +$10.8K +109 New
AIP
436
Ameritas Investment Partners
Nebraska
$16K +$11.3K +115 New
FP
437
Financial Perspectives
Minnesota
$15.8K +$10.7K +108 New
AA
438
Advisory Alpha
Michigan
$15.2K +$8.88K +90 New
HCM
439
Highlander Capital Management
New Jersey
$15K – – –
BFC
440
Bedel Financial Consulting
Indiana
$15K +$4.93K +50 +91%
BCH
441
Berkshire Capital Holdings
California
$15K +$9.87K +100 New
CFB
442
Cullen/Frost Bankers
Texas
$15K +$9.87K +100 New
LWANC
443
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K +$9.87K +100 New
PFO
444
Pathstone Family Office
New Jersey
$15K +$9.87K +100 New
SFSIG
445
San Francisco Sentry Investment Group
California
$15K +$9.87K +100 New
CAL
446
Capital Advisors Ltd
Ohio
$15K +$10.1K +102 New
RWM
447
Raffa Wealth Management
District of Columbia
$14.6K +$9.87K +100 New
EWP
448
Engrave Wealth Partners
Texas
$14K +$5.92K +60 +150%
PMFA
449
Plante Moran Financial Advisors
Michigan
$14K +$6.51K +66 +220%
PO
450
Private Ocean
California
$14K +$9.87K +100 New
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