PRIVATE CLIENT SERVICES, LLC – Q2 2026 PF Holdings AUM: $393.42M NEWLY BOUGHT Top-25: #HGER #CTA #EAPR #DDFM #IMAR #PTC #CGUS #CGCV #CGGR #CGGO #INTC…

Trinity Financial Advisors LLC – Q2 2026 PF Holdings AUM: $386.73M NEWLY BOUGHT Top-25: #VGT #HUM #PNC #GE #TOST #USB #VT #LRCX INCREASED Top-25: #DFI…

St. Clair Advisors, LLC – Q2 2026 PF Holdings AUM: $393.97M NEWLY BOUGHT Top-25: #MTUM INCREASED Top-25: #IEFA #VIG #IWF #FDX #MDT #VEA #VUG #ACN NO-C…

BOLTWOOD CAPITAL MANAGEMENT – Q2 2026 PF Holdings AUM: $429.78M NEWLY BOUGHT Top-25: #MU #EWN #FLIN #EWA #YUM #TFC #FLCA #BAC #TXN #LRCX #AMAT INCREAS…

RDA FINANCIAL NETWORK – Q2 2026 PF Holdings AUM: $462.99M NEWLY BOUGHT Top-25: #MCD #LRCX #SNPS #BFLX #IALT #SPHQ #GGOV #MTUM #BALI #SPGI #AMD #SCHO #…

Hilltop National Bank – Q2 2026 PF Holdings AUM: $458.72M NEWLY BOUGHT Top-25: #AZN #BKNG #NDAQ #BE #SNDK #PNFP #KGS #BG #SPOT #A #KN #NTAP #PNR #QGEN…

COLLECTIVE FAMILY OFFICE LLC – Q2 2026 PF Holdings AUM: $485.44M NEWLY BOUGHT Top-25: #BKMI #VCIT #BMOP #KLAC #AMD #ANET #TSM #CAT INCREASED Top-25: #…

Global Wealth Strategies & Associates – Q2 2026 PF Holdings AUM: $523.64M NEWLY BOUGHT Top-25: #RSPT #JBS #BBD #ABEV INCREASED Top-25: #VOO #IEFA #QQQ…

KOZAK & ASSOCIATES, INC. – Q2 2026 PF Holdings AUM: $564.08M NEWLY BOUGHT Top-25: #PJFV #EMXC #NLR #MRP #EL #SNDK #FSSL #ADI #CWEN #ITW #GD #AMLP #CMS…

Hobart Private Capital, LLC – Q2 2026 PF Holdings AUM: $589.49M NEWLY BOUGHT Top-25: #GRID #SPBO #WCMI #LALT #BNDX #PBTP #ADI #BOND #MU #IEF #INTC #GS…