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Name Holding Trade Value Shares
Change 		Change in
Stake
UBG
2876
United Bank (Georgia)
Georgia
$219K +$223K +2,350 New
BCG
2877
BayBridge Capital Group
California
$218K -$1.61M -16,980 -88%
HP
2878
Holistic Planning
Texas
$218K +$223K +2,340 New
PCA
2879
Purkiss Capital Advisors
Connecticut
$218K +$223K +2,340 New
WCWM
2880
Willow Creek Wealth Management
California
$217K +$951 +10 +0.4%
PWM
2881
Penobscot Wealth Management
Maine
$217K +$222K +2,330 New
PHAM
2882
Palisades Hudson Asset Management
Florida
$217K – – –
FWM
2883
Fortress Wealth Management
California
$216K – – –
WHCI
2884
W.H. Cornerstone Investments
Massachusetts
$216K – – –
FTC
2885
Farmers Trust Company
Ohio
$216K +$4.75K +50 +2%
FGWP
2886
Founders Grove Wealth Partners
Virginia
$216K +$5.71K +60 +3%
OC
2887
Optima Capital
Oregon
$215K – – –
CMTU
2888
Capital Markets Trading (UK)
United Kingdom
$215K -$325K -3,420 -60%
IIC
2889
Ironwood Investment Counsel
Arizona
$215K +$219K +2,300 New
AWMG
2890
Alliance Wealth Management Group
New Jersey
$214K – – –
JWCA
2891
J.W. Coons Advisors
Ohio
$214K – – –
MS
2892
Mizuho Securities
Japan
$214K +$162K +1,700 +283%
CC
2893
Constitution Capital
Connecticut
$214K +$219K +2,300 New
MFG
2894
Mission Financial Group
Nevada
$214K +$2.12M +22,260 New
SC
2895
Schoolcraft Capital
Colorado
$214K – – –
GHA
2896
Granite Harbor Advisors
Texas
$214K +$218K +2,290 New
WCM
2897
Wedge Capital Management
North Carolina
$214K +$218K +2,290 New
AF
2898
AGP Franklin
Tennessee
$213K +$207K +2,180 New
SIC
2899
SJS Investment Consulting
Ohio
$213K +$35.2K +370 +19%
WSFG
2900
Wall Street Financial Group
Illinois
$211K +$215K +2,260 New
114 115
116
117 118