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Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
5526
Freedom Investment Management
Connecticut
$410K +$61.7K +300 +17%
EP
5527
EPIQ Partners
Minnesota
$410K -$5.76K -28 -1%
NWM
5528
Navigoe Wealth Management
California
$409K +$61.7K +300 +17%
TPF
5529
Tribridge Partners Financial
Maryland
$408K -$8.02K -39 -2%
EFG
5530
Erickson Financial Group
Pennsylvania
$408K +$32.9K +160 +9%
SDJVC
5531
St. Denis J. Villere & Co
Louisiana
$407K -$1.03K -5 -0.2%
AFA
5532
Avant Financial Advisors
Texas
$405K +$20.6K +100 +5%
ACM
5533
Alamar Capital Management
California
$404K – – –
SCM
5534
Stonehearth Capital Management
Massachusetts
$404K +$41.1K +200 +11%
COFSG
5535
Carbahal Olsen Financial Services Group
California
$403K -$94K -457 -18%
HIA
5536
HFM Investment Advisors
New Jersey
$402K +$69.9K +340 +20%
DAM
5537
Diamant Asset Management
Connecticut
$400K -$102M -495,040 -100%
APCM
5538
Alaska Permanent Capital Management
Alaska
$400K – – –
BPMC
5539
Buckland Partners Management Co
New York
$400K – – –
SFO
5540
Standard Family Office
South Dakota
$400K – – –
SC
5541
Skylands Capital
Wisconsin
$400K +$206K +1,000 +100%
CFM
5542
Comprehensive Financial Management
California
$400K +$411K +2,000 New
SPP
5543
Single Point Partners
Massachusetts
$400K -$29.2K -142 -7%
FA
5544
Fortis Advisors
Pennsylvania
$399K +$136K +663 +50%
CCP
5545
Clarkston Capital Partners
Michigan
$398K -$47.7K -232 -10%
TB
5546
Terril Brothers
Missouri
$395K +$62.7K +305 +18%
CWRP
5547
Cassady Wealth & Retirement Planning
Nevada
$395K +$55.5K +270 +16%
CFG
5548
Cassilly Financial Group
Maryland
$395K +$159K +771 +64%
VH
5549
VVR Holdings
Washington
$394K -$152K -738 -27%
PWMG
5550
Pinnacle Wealth Management Group
Michigan
$394K – – –
220 221
222
223 224