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Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
2751
Sheets Smith Wealth Management
North Carolina
$486K -$3.81K -10 -0.8%
CCM
2752
Chickasaw Capital Management
Tennessee
$486K – – –
OC
2753
Oakmont Corp
California
$486K – – –
TCM
2754
Towercrest Capital Management
Pennsylvania
$486K +$3.05K +8 +0.7%
VST
2755
Van Strum & Towne
California
$484K – – –
SAM
2756
Sequent Asset Management
Texas
$483K – – –
SC
2757
Sonen Capital
California
$483K +$443K +1,164 New
HWM
2758
Howard Wealth Management
Connecticut
$481K – – –
FA
2759
Fountainhead AM
New Jersey
$481K +$1.52K +4 +0.3%
CP
2760
Capital Planning
Washington
$479K -$7.23K -19 -2%
LRWA
2761
Long Run Wealth Advisors
New York
$479K +$439K +1,154 New
PCM
2762
Princeton Capital Management
New Jersey
$478K -$8.38K -22 -2%
HSWM
2763
Hubbell Strickland Wealth Management
Louisiana
$478K +$381 +1 +0.1%
OPW
2764
Oxler Private Wealth
New York
$478K +$1.52K +4 +0.3%
SIC
2765
Samalin Investment Counsel
New York
$477K +$761 +2 +0.2%
TSWM
2766
Tyler-Stone Wealth Management
Ohio
$477K +$438K +1,151 New
OPCM
2767
Osborne Partners Capital Management
California
$476K +$20.2K +53 +5%
BSAM
2768
Blue Square Asset Management
New York
$475K – – –
MSA
2769
McAlister Sweet & Associates
Texas
$475K +$436K +1,145 New
CCT
2770
Capital City Trust
Florida
$474K -$49.9K -131 -10%
KLI
2771
Kelman-Lazarov Inc
Tennessee
$474K – – –
SCA
2772
Stuart Chaussee & Associates
California
$474K +$28.2K +74 +7%
BCA
2773
Biltmore Capital Advisors
New Jersey
$473K +$6.09K +16 +1%
CC
2774
Centiva Capital
New York
$473K +$434K +1,139 New
DIS
2775
Diversified Investment Strategies
Louisiana
$472K – – –
109 110
111
112 113