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Name Holding Trade Value Shares
Change 		Change in
Stake
WQ
2401
Wealth Quarterback
New Jersey
$327K – – –
DW
2402
Domani Wealth
Pennsylvania
$326K – – –
OC
2403
Oakmont Corp
California
$325K – – –
DAC
2404
Dividend Assets Capital
South Carolina
$323K -$265K -980 -46%
VST
2405
Van Strum & Towne
California
$323K – – –
SAM
2406
Stansberry Asset Management
Texas
$323K +$315K +1,162 New
FFG
2407
Fortem Financial Group
California
$322K – – –
TP
2408
Truvvo Partners
New York
$322K +$1.9K +7 +0.6%
GA
2409
Geller Advisors
New York
$322K +$14.9K +55 +5%
PEA
2410
Pacific Edge Advisors
California
$321K – – –
CWM
2411
Campbell Wealth Management
Virginia
$321K +$2.17K +8 +0.7%
SSWM
2412
Sheets Smith Wealth Management
North Carolina
$321K +$20.6K +76 +7%
SDJVC
2413
St. Denis J. Villere & Co
Louisiana
$319K -$67.7K -250 -18%
GBA
2414
Garrison Bradford & Associates
New York
$319K – – –
MIAS
2415
Mason Investment Advisory Services
Virginia
$317K – – –
MPW
2416
MA Private Wealth
California
$315K +$813 +3 +0.3%
CFA
2417
Capstone Financial Advisors
Illinois
$314K – – –
MC
2418
Montag & Caldwell
Georgia
$314K +$9.21K +34 +3%
BSAM
2419
Blue Square Asset Management
New York
$312K -$12.5K -46 -4%
RIS
2420
Retirement Income Solutions
Michigan
$312K – – –
PFA
2421
Plotkin Financial Advisors
Maryland
$312K -$8.13K -30 -3%
WDL
2422
Well Done LLC
Michigan
$311K – – –
CPIA
2423
Cornell Pochily Investment Advisors
New York
$308K -$9.48K -35 -3%
TCM
2424
Tufton Capital Management
Maryland
$307K – – –
FAN
2425
Financial Advisors Network
California
$306K -$2.44K -9 -0.8%
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97
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