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Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
2551
Sheets Smith Wealth Management
North Carolina
$360K +$16.8K +61 +5%
PCM
2552
Princeton Capital Management
New Jersey
$359K +$66.2K +240 +26%
CP
2553
Capital Planning
Washington
$358K – – –
TP
2554
Truvvo Partners
New York
$358K +$1.65K +6 +0.5%
BSAM
2555
Blue Square Asset Management
New York
$358K +$13.2K +48 +4%
OC
2556
Oakmont Corp
California
$357K – – –
CCM
2557
Chickasaw Capital Management
Tennessee
$357K +$89.6K +325 +38%
LOAME
2558
Lombard Odier Asset Management (Europe)
United Kingdom
$356K -$2.94M -10,654 -90%
PC
2559
Permanens Capital
New York
$356K +$55.1K +200 +21%
TCM
2560
Towercrest Capital Management
Pennsylvania
$355K – – –
VST
2561
Van Strum & Towne
California
$355K – – –
LWMM
2562
Legacy Wealth Management (Mississippi)
Mississippi
$353K +$46.9K +170 +17%
DW
2563
Domani Wealth
Pennsylvania
$353K -$4.96K -18 -2%
PEA
2564
Pacific Edge Advisors
California
$353K – – –
SDJVC
2565
St. Denis J. Villere & Co
Louisiana
$351K – – –
HA
2566
Harfst & Associates
Wyoming
$351K +$317K +1,151 New
FPGK
2567
Financial Partners Group (Kansas)
Kansas
$350K -$79.4K -288 -20%
KIG
2568
Kowal Investment Group
Wisconsin
$350K -$66.2K -240 -17%
SIA
2569
Soltis Investment Advisors
Utah
$350K -$15.2K -55 -5%
OPW
2570
Oxler Private Wealth
New York
$350K +$14.9K +54 +5%
KLI
2571
Kelman-Lazarov Inc
Tennessee
$349K – – –
SIC
2572
Samalin Investment Counsel
New York
$348K +$827 +3 +0.3%
TWP
2573
Treybourne Wealth Planners
Indiana
$348K +$34.5K +125 +12%
MIAS
2574
Mason Investment Advisory Services
Virginia
$348K – – –
DIS
2575
Diversified Investment Strategies
Louisiana
$347K -$27.6K -100 -8%
101 102
103
104 105