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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
3176
Sterling Financial Group
California
$377K +$57.3K +176 +20%
DE
3177
Day & Ennis
Georgia
$375K +$4.56K +14 +1%
S
3178
SimplyRich
California
$375K – – –
PHAM
3179
Palisades Hudson Asset Management
Florida
$375K +$28.3K +87 +9%
JJBC
3180
James J. Burns & Company
New York
$374K -$651 -2 -0.2%
NCM
3181
Nelson Capital Management
California
$373K +$3.91K +12 +1%
EFH
3182
Eaton Financial Holdings
Florida
$371K -$118K -362 -26%
BCM
3183
Bienville Capital Management
New York
$370K – – –
KFG
3184
Kingdom Financial Group
Arizona
$369K -$6.19K -19 -2%
PMG
3185
Private Management Group
California
$367K +$15.3K +47 +5%
HB
3186
Horizon Bancorp
Indiana
$367K -$7.16K -22 -2%
CPP
3187
Capasso Planning Partners
South Carolina
$365K -$66.4K -204 -15%
GCAC
3188
Guardian Capital Advisors (Canada)
Ontario, Canada
$364K -$3.58K -11 -1%
IF
3189
IRON Financial
Illinois
$364K – – –
PC
3190
Pecaut & Co
Iowa
$363K – – –
TC
3191
TAGStone Capital
North Carolina
$363K – – –
TFM
3192
TFC Financial Management
Massachusetts
$363K +$1.63K +5 +0.5%
SPA
3193
Sentinel Pension Advisors
Massachusetts
$363K +$8.47K +26 +3%
FA
3194
Fortis Advisors
Pennsylvania
$362K +$27.7K +85 +9%
IW
3195
Instrumental Wealth
Florida
$362K -$20.8K -64 -6%
OWM
3196
Orgel Wealth Management
Wisconsin
$362K +$6.51K +20 +2%
APS
3197
American Planning Services
Florida
$362K +$333K +1,022 New
MWM
3198
Mosley Wealth Management
California
$361K +$332K +1,020 New
SW
3199
Simplicity Wealth
New Jersey
$361K +$332K +1,020 New
USB
3200
Union Savings Bank
Connecticut
$361K – – –
126 127
128
129 130