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Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
5576
Avant Financial Advisors
Texas
$405K +$20.6K +100 +5%
ACM
5577
Alamar Capital Management
California
$404K – – –
SCM
5578
Stonehearth Capital Management
Massachusetts
$404K +$41.1K +200 +11%
COFSG
5579
Carbahal Olsen Financial Services Group
California
$403K -$94K -457 -18%
HIA
5580
HFM Investment Advisors
New Jersey
$402K +$69.9K +340 +20%
DAM
5581
Diamant Asset Management
Connecticut
$400K -$175K -850 -30%
APCM
5582
Alaska Permanent Capital Management
Alaska
$400K – – –
BPMC
5583
Buckland Partners Management Co
New York
$400K – – –
SFO
5584
Standard Family Office
South Dakota
$400K – – –
SC
5585
Skylands Capital
Wisconsin
$400K +$206K +1,000 +100%
CFM
5586
Comprehensive Financial Management
California
$400K +$411K +2,000 New
SPP
5587
Single Point Partners
Massachusetts
$400K -$29.2K -142 -7%
FA
5588
Fortis Advisors
Pennsylvania
$399K +$136K +663 +50%
CCP
5589
Clarkston Capital Partners
Michigan
$398K -$47.7K -232 -10%
BIM
5590
Bullseye Investment Management
Ohio
$396K – – –
TB
5591
Terril Brothers
Missouri
$395K +$62.7K +305 +18%
CWRP
5592
Cassady Wealth & Retirement Planning
Nevada
$395K +$55.5K +270 +16%
CFG
5593
Cassilly Financial Group
Maryland
$395K +$159K +771 +64%
VH
5594
VVR Holdings
Washington
$394K -$152K -738 -27%
PWMG
5595
Pinnacle Wealth Management Group
Michigan
$394K – – –
SPW
5596
Stillwater Private Wealth
Pennsylvania
$392K -$18.7K -91 -5%
BEAM
5597
Baker Ellis Asset Management
Washington
$390K – – –
WMS
5598
Wealth Management Strategies
Pennsylvania
$389K -$40.9K -199 -9%
TM
5599
Torren Management
California
$387K +$411 +2 +0.1%
OCM
5600
Orleans Capital Management
Louisiana
$386K – – –
222 223
224
225 226