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Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
5001
OmniStar Financial Group
North Carolina
$508K +$458K +2,315 New
KCM
5002
Kaye Capital Management
California
$507K +$6.33K +32 +1%
SPI
5003
Santori & Peters Inc
Pennsylvania
$507K +$1.39K +7 +0.3%
RFG
5004
Range Financial Group
Oregon
$506K -$39.2K -198 -8%
RCM
5005
Ridgepath Capital Management
Tennessee
$506K – – –
CWMA
5006
Capstone Wealth Management (Alabama)
Alabama
$506K +$5.54K +28 +1%
DFC
5007
DBK Financial Counsel
Ohio
$506K +$456K +2,305 New
LSC
5008
Lesa Sroufe & Co
Washington
$505K -$4.95K -25 -1%
LAS
5009
Lloyd Advisory Services
Georgia
$505K -$24.1K -122 -5%
SGC
5010
Slocum, Gordon & Co
Rhode Island
$505K -$3.76K -19 -0.8%
FAP
5011
Financial Advisory Partners
Florida
$505K – – –
AWM
5012
Altus Wealth Management
Kentucky
$503K -$199K -1,004 -30%
R
5013
Rebalance
California
$503K -$52.4K -265 -10%
PS
5014
Pinney & Scofield
Massachusetts
$501K +$13.9K +70 +3%
MWC
5015
MKD Wealth Coaches
Michigan
$501K -$396 -2 -0.1%
TVM
5016
True Vision MN
Minnesota
$496K +$13.5K +68 +3%
BI
5017
Binnacle Investments
Iowa
$496K +$23.5K +119 +6%
SC
5018
Swan Capital
Florida
$496K +$91.4K +462 +26%
DWA
5019
Dougherty Wealth Advisers
Minnesota
$495K – – –
YAVAPFMC
5020
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$494K – – –
SJGA
5021
Stephen J. Garry & Associates
New York
$494K -$7.52K -38 -2%
EFA
5022
Edge Financial Advisors
Illinois
$492K +$44.7K +226 +11%
EMCIP
5023
Ewing Morris & Co Investment Partners
Ontario, Canada
$491K +$56K +283 +14%
DI
5024
Disciplined Investments
Oklahoma
$490K +$12.3K +62 +3%
III
5025
Independent Investors Inc
New York
$490K – – –
199 200
201
202 203