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Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
2551
Garrison Asset Management
Arkansas
$367K -$29.6K -93 -7%
CFA
2552
Capstone Financial Advisors
Illinois
$367K +$145K +456 +66%
LS
2553
Leelyn Smith
Illinois
$366K -$12.7K -40 -3%
EWA
2554
Encompass Wealth Advisors
Oregon
$366K – – –
OPW
2555
Oxler Private Wealth
New York
$366K – – –
SDJVC
2556
St. Denis J. Villere & Co
Louisiana
$366K – – –
BSAM
2557
Blue Square Asset Management
New York
$365K -$8.91K -28 -2%
SIC
2558
Samalin Investment Counsel
New York
$365K +$954 +3 +0.3%
HSWM
2559
Hubbell Strickland Wealth Management
Louisiana
$364K -$24.5K -77 -6%
TWP
2560
Treybourne Wealth Planners
Indiana
$364K – – –
MIAS
2561
Mason Investment Advisory Services
Virginia
$364K – – –
DIS
2562
Diversified Investment Strategies
Louisiana
$363K – – –
MC
2563
Montag & Caldwell
Georgia
$362K – – –
GA
2564
GoalVest Advisory
New York
$362K +$16.9K +53 +5%
SEIA
2565
Signature Estate & Investment Advisors
California
$361K -$152K -477 -30%
IWA
2566
Inspirion Wealth Advisors
Illinois
$361K -$34.4K -108 -9%
BFS
2567
Bickling Financial Services
Massachusetts
$361K +$37.9K +119 +12%
LD
2568
Lipe & Dalton
New York
$359K -$28.6K -90 -7%
RIS
2569
Retirement Income Solutions
Michigan
$359K – – –
CWM
2570
Campbell Wealth Management
Virginia
$359K +$954 +3 +0.3%
OCPWS
2571
One Charles Private Wealth Services
Massachusetts
$359K +$358K +1,126 New
BCA
2572
Biltmore Capital Advisors
New Jersey
$358K – – –
IAP
2573
Indie Asset Partners
Indiana
$357K -$110K -345 -24%
RB
2574
Rodgers Brothers
Pennsylvania
$357K +$65.2K +205 +22%
PMG
2575
Private Management Group
California
$356K -$63.6K -200 -15%
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