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Name Holding Trade Value Shares
Change 		Change in
Stake
DP
5101
Divergent Planning
Maryland
$317K +$302K +747 New
PHM
5102
Prospect Hill Management
New Jersey
$316K – – –
SC
5103
Skylands Capital
Wisconsin
$313K – – –
AIS
5104
American Investment Services
Massachusetts
$310K – – –
S
5105
ShariaPortfolio
Florida
$309K -$53K -131 -15%
FIA
5106
FPC Investment Advisory
California
$309K +$306K +755 New
GSCM
5107
Greenfield Seitz Capital Management
Texas
$308K – – –
BWM
5108
Biltmore Wealth Management
Arizona
$301K – – –
ACM
5109
Altrius Capital Management
North Carolina
$301K -$27.5K -68 -9%
OP
5110
ORG Partners
Indiana
$299K -$6.87M -16,964 -96%
PWM
5111
Pacific Wealth Management
California
$293K – – –
JFG
5112
JDM Financial Group
Texas
$291K – – –
VCM
5113
Verde Capital Management
Michigan
$290K +$279K +690 New
AWA
5114
Adapt Wealth Advisors
Georgia
$290K +$279K +690 New
FWM
5115
Fortress Wealth Management
California
$289K +$278K +686 New
SWA
5116
Safir Wealth Advisors
New Hampshire
$286K – – –
DGI
5117
Disciplined Growth Investors
Minnesota
$286K – – –
WCWM
5118
Wooster Corthell Wealth Management
Connecticut
$285K +$1.62K +4 +0.6%
SWM
5119
Stapp Wealth Management
Washington
$284K – – –
WS
5120
Wela Strategies
Georgia
$284K +$9.72K +24 +4%
CFO
5121
Colony Family Offices
North Carolina
$281K +$270K +668 New
VF
5122
Vawter Financial
Ohio
$281K +$8.5K +21 +3%
HWM
5123
Horizons Wealth Management
North Carolina
$279K – – –
GA
5124
Greytown Advisors
Florida
$278K +$19K +47 +8%
FFW
5125
Fusion Family Wealth
New York
$276K – – –
203 204
205
206 207