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