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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2426
Solitude Financial Services
Virginia
$434K – – –
CP
2427
Clarendon Private
Massachusetts
$434K -$77.3K -878 -13%
PCM
2428
Park Capital Management
Wisconsin
$434K +$30.6K +347 +6%
DCM
2429
Donaldson Capital Management
Indiana
$434K +$171K +1,946 +47%
AAG
2430
Armstrong Advisory Group
Massachusetts
$433K +$16K +182 +3%
OW
2431
Olistico Wealth
Oklahoma
$433K -$55K -624 -9%
GAM
2432
Griffin Asset Management
New York
$433K – – –
FFG
2433
Frisch Financial Group
New York
$433K -$3.52K -40 -0.7%
HWM
2434
Horizon Wealth Management
Illinois
$432K +$1.76K +20 +0.3%
RF
2435
Roxbury Financial
New Jersey
$432K +$191K +2,169 +56%
SWM
2436
Sagace Wealth Management
Florida
$432K -$22.2K -252 -4%
USWIA
2437
UP Strategic Wealth Investment Advisors
Pennsylvania
$430K -$138K -1,562 -21%
AFO
2438
Arrowroot Family Office
California
$430K +$53.2K +604 +11%
LPAM
2439
Lodestar Private Asset Management
California
$430K – – –
GCP
2440
Guardian Capital (Pennsylvania)
Pennsylvania
$429K -$80.6K -915 -13%
TPWA
2441
Twin Peaks Wealth Advisors
California
$429K -$67.5K -766 -11%
IWN
2442
Independent Wealth Network
Iowa
$429K -$31.5K -358 -6%
NCTC
2443
New Covenant Trust Company
Indiana
$428K +$60.1K +683 +13%
WIC
2444
Whitegate Investment Counselors
New Hampshire
$428K – – –
NB
2445
NBH Bank
Colorado
$428K +$528K +5,991 New
MA
2446
Maxele Advisors
Missouri
$428K +$528K +5,990 New
KIC
2447
Kensington Investment Counsel
California
$426K +$526K +5,968 New
AI
2448
Arvest Investments
Arkansas
$425K +$88 +1 +0%
SFP
2449
Shepherd Financial Partners
Massachusetts
$424K +$46.2K +525 +10%
HFO
2450
Heritage Family Offices
Arizona
$424K +$82K +931 +19%
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