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Name Holding Trade Value Shares
Change 		Change in
Stake
FNBTCON
4101
First National Bank & Trust Co of Newtown
Pennsylvania
$390K – – –
CF
4102
Clarity Financial
Texas
$390K +$3.87K +6 +0.9%
RCA
4103
Ranch Capital Advisors
Florida
$390K +$645 +1 +0.1%
CF
4104
Claris Financial
Virginia
$389K – – –
LCG
4105
Lynx Capital Group
Ohio
$389K – – –
LFP
4106
Leeward Financial Partners
Washington
$389K +$41.3K +64 +10%
PK
4107
Pflug Koory
Nebraska
$388K -$27.7K -43 -6%
CP
4108
Creekside Partners
California
$387K +$15.5K +24 +4%
COCM
4109
Charter Oak Capital Management
New Hampshire
$387K +$80.6K +125 +23%
DWM
4110
Defined Wealth Management
Oregon
$387K +$16.8K +26 +4%
AFS
4111
AFG Fiduciary Services
Massachusetts
$387K +$1.29K +2 +0.3%
ADIM
4112
Alpha DNA Investment Management
Maryland
$386K -$1.63M -2,526 -79%
KCM
4113
Kennicott Capital Management
California
$386K – – –
VEA
4114
Virtus ETF Advisers
New York
$384K -$854K -1,323 -67%
LFP
4115
Lakeshore Financial Planning
Michigan
$384K -$48.4K -75 -10%
FWM
4116
Foguth Wealth Management
Michigan
$384K +$40K +62 +10%
OCFG
4117
O'Connor Financial Group
Illinois
$383K +$2.58K +4 +0.6%
ICM
4118
Innovator Capital Management
Illinois
$383K +$90.3K +140 +27%
SG
4119
Strid Group
Pennsylvania
$382K +$35.5K +55 +9%
TBNY
4120
Trustco Bank (New York)
New York
$379K +$69K +107 +19%
AG
4121
Advocate Group
Minnesota
$378K – – –
SFS
4122
Summit Financial Strategies
Ohio
$378K +$46.5K +72 +12%
FL
4123
FreeGulliver LLC
Louisiana
$378K +$55.5K +86 +15%
BI
4124
Ballast Inc
Kentucky
$378K +$79.4K +123 +23%
NCMW
4125
Northern Capital Management (Washington)
Washington
$377K +$4.52K +7 +1%
163 164
165
166 167