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Name Holding Trade Value Shares
Change 		Change in
Stake
SG
2751
Swarthmore Group
Pennsylvania
$304K +$24.3K +970 +10%
OCG
2752
Opus Capital Group
Ohio
$304K +$26.3K +1,050 +10%
WTFG
2753
Wells Trecaso Financial Group
Ohio
$304K +$280K +11,160 New
NAM
2754
NTV Asset Management
West Virginia
$303K +$2.76K +110 +1%
LF
2755
Lee Financial
Texas
$302K -$35.6K -1,420 -11%
GB
2756
Goepper Burkhardt
South Carolina
$302K +$277K +11,050 New
IA
2757
Integrity Advisory
Kansas
$302K +$278K +11,070 New
MF
2758
Montis Financial
Massachusetts
$301K -$35.1K -1,400 -11%
SFCL
2759
Strengthening Families & Communities LLC
Massachusetts
$301K – – –
MCM
2760
Mendel Capital Management
Arkansas
$301K +$25.1K +1,000 +10%
RCI
2761
RS Crum Inc
California
$301K +$25.1K +1,000 +10%
RRA
2762
Round Rock Advisors
Connecticut
$301K +$50.9K +2,030 +23%
MWM
2763
Mascoma Wealth Management
New Hampshire
$301K +$173K +6,880 +166%
KCM
2764
Kathmere Capital Management
Pennsylvania
$301K +$276K +11,020 New
EHAM
2765
Eagle Harbor Asset Management
Washington
$300K +$276K +11,000 New
EL
2766
EMFO LLC
Florida
$300K – – –
AIM
2767
Arcadia Investment Management
Michigan
$300K +$216K +8,600 +358%
CSCSIM
2768
Clear Sky Carbon Solutions Investment Management
Texas
$300K +$276K +11,000 New
TAMH
2769
Taikang Asset Management (HK)
Hong Kong
$300K +$276K +11,010 New
NPF
2770
Norris Perne & French
Michigan
$299K +$8.78K +350 +3%
CCMD
2771
Cypress Capital Management (Delaware)
Delaware
$298K – – –
HPIA
2772
Hamilton Point Investment Advisors
North Carolina
$297K – – –
GP
2773
Geneva Partners
Wisconsin
$296K -$758K -30,220 -74%
AR
2774
Apeiron RIA
Texas
$295K -$7.27K -290 -2%
SDWIA
2775
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$295K +$29.1K +1,160 +12%
109 110
111
112 113