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Name Holding Trade Value Shares
Change 		Change in
Stake
SI
3801
Sava Infond
Slovenia
$327K +$160K +460 +100%
LC
3802
LCNB Corp
Ohio
$326K -$8.71K -25 -3%
RWM
3803
Rialto Wealth Management
New York
$326K +$9.41K +27 +3%
ACM
3804
Ardent Capital Management
Ohio
$326K – – –
APW
3805
Aurora Private Wealth
New Jersey
$325K +$23.4K +67 +8%
AEPWM
3806
Atlantic Edge Private Wealth Management
Florida
$324K – – –
OHIS
3807
Oak Harvest Investment Services
Texas
$324K +$697 +2 +0.2%
HCM
3808
Hilton Capital Management
New York
$323K -$16K -46 -5%
CA
3809
CapWealth Advisors
Tennessee
$323K -$697 -2 -0.2%
CFP
3810
Curran Financial Partners
South Carolina
$323K +$60.3K +173 +24%
FWM
3811
Finer Wealth Management
Massachusetts
$322K -$72.2K -207 -19%
HFS
3812
Hoge Financial Services
Pennsylvania
$322K +$33.8K +97 +12%
AWM
3813
Apex Wealth Management
New Hampshire
$322K +$12.2K +35 +4%
EFG
3814
Ehrlich Financial Group
California
$322K +$6.27K +18 +2%
VPP
3815
Vertex Planning Partners
Illinois
$321K -$18.5K -53 -6%
FFP
3816
Forbes Financial Planning
Rhode Island
$321K – – –
WWM
3817
Wiser Wealth Management
Georgia
$321K +$41.1K +118 +15%
GCA
3818
Greenwood Capital Associates
South Carolina
$320K -$56.5K -162 -15%
IF
3819
IRON Financial
Illinois
$320K +$7.32K +21 +2%
WF
3820
WinCap Financial
Massachusetts
$320K +$3.49K +10 +1%
GB
3821
Goepper Burkhardt
South Carolina
$320K – – –
GC
3822
Grange Capital
Oregon
$320K – – –
SC
3823
Schulhoff & Co
Ohio
$320K – – –
JWWM
3824
Johnson & White Wealth Management
Pennsylvania
$319K -$8.37K -24 -3%
ITB
3825
Idaho Trust Bank
Idaho
$318K -$23K -66 -7%
151 152
153
154 155