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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2551
Capital Planning
Washington
$358K – – –
TP
2552
Truvvo Partners
New York
$358K +$1.65K +6 +0.5%
BSAM
2553
Blue Square Asset Management
New York
$358K +$13.2K +48 +4%
OC
2554
Oakmont Corp
California
$357K – – –
CCM
2555
Chickasaw Capital Management
Tennessee
$357K +$89.6K +325 +38%
LOAME
2556
Lombard Odier Asset Management (Europe)
United Kingdom
$356K -$2.94M -10,654 -90%
PC
2557
Permanens Capital
New York
$356K +$55.1K +200 +21%
TCM
2558
Towercrest Capital Management
Pennsylvania
$355K – – –
VST
2559
Van Strum & Towne
California
$355K – – –
LWMM
2560
Legacy Wealth Management (Mississippi)
Mississippi
$353K +$46.9K +170 +17%
DW
2561
Domani Wealth
Pennsylvania
$353K -$4.96K -18 -2%
PEA
2562
Pacific Edge Advisors
California
$353K – – –
SDJVC
2563
St. Denis J. Villere & Co
Louisiana
$351K – – –
HA
2564
Harfst & Associates
Wyoming
$351K +$317K +1,151 New
FPGK
2565
Financial Partners Group (Kansas)
Kansas
$350K -$79.4K -288 -20%
KIG
2566
Kowal Investment Group
Wisconsin
$350K -$66.2K -240 -17%
SIA
2567
Soltis Investment Advisors
Utah
$350K -$15.2K -55 -5%
OPW
2568
Oxler Private Wealth
New York
$350K +$14.9K +54 +5%
KLI
2569
Kelman-Lazarov Inc
Tennessee
$349K – – –
SIC
2570
Samalin Investment Counsel
New York
$348K +$827 +3 +0.3%
TWP
2571
Treybourne Wealth Planners
Indiana
$348K +$34.5K +125 +12%
MIAS
2572
Mason Investment Advisory Services
Virginia
$348K – – –
DIS
2573
Diversified Investment Strategies
Louisiana
$347K -$27.6K -100 -8%
MC
2574
Montag & Caldwell
Georgia
$347K -$23.2K -84 -7%
PFA
2575
Plotkin Financial Advisors
Maryland
$347K +$3.58K +13 +1%
101 102
103
104 105