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Name Holding Trade Value Shares
Change 		Change in
Stake
BI
3726
Berkeley Inc
Idaho
$353K +$320K +2,664 New
SWM
3727
SigFig Wealth Management
California
$349K +$246K +2,047 New
ECG
3728
EPIQ Capital Group
California
$347K +$601 +5 +0.2%
CCM
3729
Crabel Capital Management
California
$347K +$92.6K +770 +42%
ECM
3730
Elgethun Capital Management
South Dakota
$344K -$3.93M -32,687 -93%
IF
3731
Insight Folios
North Carolina
$341K +$3.01K +25 +1%
SAM
3732
Sequent Asset Management
Texas
$339K – – –
WFA
3733
Wells Financial Advisors
Massachusetts
$334K +$303K +2,520 New
SFBLI
3734
Southern Farm Bureau Life Insurance
Mississippi
$332K +$301K +2,500 New
MWA
3735
Martel Wealth Advisors
Washington
$331K +$300K +2,496 New
CIM
3736
Confluence Investment Management
Missouri
$331K -$175K -1,454 -37%
SCM
3737
Snow Capital Management
Pennsylvania
$330K – – –
BP
3738
BCK Partners
New York
$326K +$296K +2,460 New
SI
3739
Sprott Inc
Ontario, Canada
$324K – – –
TLFA
3740
True Link Financial Advisors
California
$315K +$286K +2,377 New
VCM
3741
Verde Capital Management
Michigan
$311K -$12.1K -101 -4%
BA
3742
Bellwether Advisors
Nebraska
$310K +$281K +2,338 New
M1FG
3743
Mach-1 Financial Group
Arkansas
$310K +$282K +2,342 New
BWM
3744
Biltmore Wealth Management
Arizona
$308K +$279K +2,323 New
LIC
3745
Laurus Investment Counsel
Canada
$307K – – –
ACM
3746
American Capital Management
New York
$307K +$36.1K +300 +15%
PS
3747
Portfolio Solutions
Michigan
$306K -$188K -1,561 -40%
VWA
3748
VERITY Wealth Advisors
United States
$303K +$66.9K +556 +32%
NWA
3749
Navis Wealth Advisors
New York
$302K +$274K +2,275 New
BAM
3750
Beaumont Asset Management
Texas
$302K +$274K +2,280 New
148 149
150
151 152