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Name Holding Trade Value Shares
Change 		Change in
Stake
VST
2801
Van Strum & Towne
California
$353K +$5.55K +16 +1%
ML
2802
McAdam LLC
Pennsylvania
$353K +$57.2K +165 +16%
FZCM
2803
Flynn Zito Capital Management
New York
$351K -$19.4K -56 -5%
CCM
2804
Chickasaw Capital Management
Tennessee
$350K – – –
OC
2805
Oakmont Corp
California
$350K – – –
TCM
2806
Towercrest Capital Management
Pennsylvania
$350K – – –
GA
2807
GoalVest Advisory
New York
$350K +$405K +1,168 New
CFD
2808
Creative Financial Designs
Indiana
$348K -$223K -643 -36%
ATWA
2809
Arbor Trust Wealth Advisors
Michigan
$347K -$147K -425 -27%
HWM
2810
Howard Wealth Management
Connecticut
$347K – – –
OPW
2811
Oxler Private Wealth
New York
$347K +$2.43K +7 +0.6%
CP
2812
Capital Planning
Washington
$346K – – –
SSWM
2813
Sheets Smith Wealth Management
North Carolina
$345K -$6.59K -19 -2%
JDR
2814
Jay D. Rosenbaum
$344K -$62.4K -180 -14%
KM
2815
Kalos Management
Georgia
$343K -$2.1M -6,062 -84%
WFA
2816
Wellspring Financial Advisors
Ohio
$343K +$22.9K +66 +6%
AWAP
2817
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$342K -$219K -630 -36%
BSAM
2818
Blue Square Asset Management
New York
$342K – – –
KLI
2819
Kelman-Lazarov Inc
Tennessee
$342K – – –
PP
2820
PrairieView Partners
Minnesota
$342K +$51.7K +149 +15%
OCPWS
2821
One Charles Private Wealth Services
Massachusetts
$338K +$1.04K +3 +0.3%
SLG
2822
Stanley-Laman Group
Pennsylvania
$337K -$3.04M -8,765 -89%
LC
2823
Landaas & Company
Wisconsin
$337K – – –
RIS
2824
Retirement Income Solutions
Michigan
$337K – – –
OC
2825
Oarsman Capital
Wisconsin
$337K +$347 +1 +0.1%
111 112
113
114 115