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Name Holding Trade Value Shares
Change 		Change in
Stake
OC
2401
Oakmont Corp
California
$325K – – –
DAC
2402
Dividend Assets Capital
South Carolina
$323K -$265K -980 -46%
VST
2403
Van Strum & Towne
California
$323K – – –
SAM
2404
Stansberry Asset Management
Texas
$323K +$315K +1,162 New
FFG
2405
Fortem Financial Group
California
$322K – – –
TP
2406
Truvvo Partners
New York
$322K +$1.9K +7 +0.6%
GA
2407
Geller Advisors
New York
$322K +$14.9K +55 +5%
PEA
2408
Pacific Edge Advisors
California
$321K – – –
CWM
2409
Campbell Wealth Management
Virginia
$321K +$2.17K +8 +0.7%
SSWM
2410
Sheets Smith Wealth Management
North Carolina
$321K +$20.6K +76 +7%
SDJVC
2411
St. Denis J. Villere & Co
Louisiana
$319K -$67.7K -250 -18%
GBA
2412
Garrison Bradford & Associates
New York
$319K – – –
MIAS
2413
Mason Investment Advisory Services
Virginia
$317K – – –
MPW
2414
MA Private Wealth
California
$315K +$813 +3 +0.3%
CFA
2415
Capstone Financial Advisors
Illinois
$314K – – –
MC
2416
Montag & Caldwell
Georgia
$314K +$9.21K +34 +3%
BSAM
2417
Blue Square Asset Management
New York
$312K -$12.5K -46 -4%
RIS
2418
Retirement Income Solutions
Michigan
$312K – – –
PFA
2419
Plotkin Financial Advisors
Maryland
$312K -$8.13K -30 -3%
WDL
2420
Well Done LLC
Michigan
$311K – – –
CPIA
2421
Cornell Pochily Investment Advisors
New York
$308K -$9.48K -35 -3%
TCM
2422
Tufton Capital Management
Maryland
$307K – – –
FAN
2423
Financial Advisors Network
California
$306K -$2.44K -9 -0.8%
AMG
2424
Asset Management Group
Connecticut
$304K +$813 +3 +0.3%
HFRG
2425
Houlihan Financial Resource Group
Virginia
$302K +$294K +1,087 New
95 96
97
98 99