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Name Holding Trade Value Shares
Change 		Change in
Stake
NCTC
2426
New Covenant Trust Company
Indiana
$428K +$60.1K +683 +13%
WIC
2427
Whitegate Investment Counselors
New Hampshire
$428K – – –
NB
2428
NBH Bank
Colorado
$428K +$528K +5,991 New
MA
2429
Maxele Advisors
Missouri
$428K +$528K +5,990 New
KIC
2430
Kensington Investment Counsel
California
$426K +$526K +5,968 New
AI
2431
Arvest Investments
Arkansas
$425K +$88 +1 +0%
SFP
2432
Shepherd Financial Partners
Massachusetts
$424K +$46.2K +525 +10%
HFO
2433
Heritage Family Offices
Arizona
$424K +$82K +931 +19%
PEWA
2434
Pacific Excel Wealth Advisors
California
$424K +$338K +3,843 +183%
AWA
2435
Argos Wealth Advisors
California
$424K +$96.4K +1,095 +23%
CFA
2436
Collaborative Fund Advisors
Nevada
$424K -$111K -1,257 -17%
SB
2437
Sunflower Bank
Texas
$422K -$2.03K -23 -0.4%
FFB
2438
First Financial Bankshares
Texas
$421K -$1.76K -20 -0.3%
MPW
2439
Magnolia Private Wealth
Pennsylvania
$421K -$19.5K -221 -4%
PW
2440
PUREfi Wealth
Massachusetts
$421K -$171K -1,943 -25%
DJYG
2441
David J. Yvars Group
Florida
$419K – – –
CAM
2442
Concorde Asset Management
Michigan
$418K -$27.7K -315 -5%
SW
2443
SlateStone Wealth
Florida
$417K -$11K -125 -2%
BWP
2444
Bernardo Wealth Planning
Pennsylvania
$416K +$12.8K +145 +3%
IA
2445
IFG Advisors
Missouri
$416K – – –
RIP
2446
RAM Investment Partners
Washington
$416K -$21K -238 -4%
SFS
2447
Summit Financial Strategies
Ohio
$415K -$3.08K -35 -0.6%
SWP
2448
Stone Wealth Partners
Louisiana
$411K +$143K +1,620 +39%
LOIP
2449
Live Oak Investment Partners
Texas
$411K -$28.2K -320 -5%
MAM
2450
McLaughlin Asset Management
Illinois
$411K +$5.64K +64 +1%
96 97
98
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