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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
2751
Bickling Financial Services
Massachusetts
$489K +$82.6K +217 +23%
SSWM
2752
Sheets Smith Wealth Management
North Carolina
$486K -$3.81K -10 -0.8%
CCM
2753
Chickasaw Capital Management
Tennessee
$486K – – –
OC
2754
Oakmont Corp
California
$486K – – –
TCM
2755
Towercrest Capital Management
Pennsylvania
$486K +$3.05K +8 +0.7%
VST
2756
Van Strum & Towne
California
$484K – – –
SAM
2757
Sequent Asset Management
Texas
$483K – – –
SC
2758
Sonen Capital
California
$483K +$443K +1,164 New
HWM
2759
Howard Wealth Management
Connecticut
$481K – – –
FA
2760
Fountainhead AM
New Jersey
$481K +$1.52K +4 +0.3%
CP
2761
Capital Planning
Washington
$479K -$7.23K -19 -2%
LRWA
2762
Long Run Wealth Advisors
New York
$479K +$439K +1,154 New
PCM
2763
Princeton Capital Management
New Jersey
$478K -$8.38K -22 -2%
HSWM
2764
Hubbell Strickland Wealth Management
Louisiana
$478K +$381 +1 +0.1%
OPW
2765
Oxler Private Wealth
New York
$478K +$1.52K +4 +0.3%
SIC
2766
Samalin Investment Counsel
New York
$477K +$761 +2 +0.2%
TSWM
2767
Tyler-Stone Wealth Management
Ohio
$477K +$438K +1,151 New
OPCM
2768
Osborne Partners Capital Management
California
$476K +$20.2K +53 +5%
BSAM
2769
Blue Square Asset Management
New York
$475K – – –
MSA
2770
McAlister Sweet & Associates
Texas
$475K +$436K +1,145 New
CCT
2771
Capital City Trust
Florida
$474K -$49.9K -131 -10%
KLI
2772
Kelman-Lazarov Inc
Tennessee
$474K – – –
SCA
2773
Stuart Chaussee & Associates
California
$474K +$28.2K +74 +7%
BCA
2774
Biltmore Capital Advisors
New Jersey
$473K +$6.09K +16 +1%
CC
2775
Centiva Capital
New York
$473K +$434K +1,139 New
109 110
111
112 113