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Name Holding Trade Value Shares
Change 		Change in
Stake
V
1651
VeraBank
Texas
$456K -$2.77K -25 -0.7%
GFA
1652
Gallagher Fiduciary Advisors
Illinois
$456K +$7.97K +72 +2%
CWMK
1653
Caliber Wealth Management (Kansas)
Kansas
$455K +$382K +3,448 New
BW
1654
Bravera Wealth
North Dakota
$455K -$9.3K -84 -2%
NCTC
1655
New Covenant Trust Company
Indiana
$451K +$34.9K +315 +10%
JC
1656
Jacobs & Co
California
$451K – – –
HAIM
1657
Hunter Associates Investment Management
Pennsylvania
$451K +$12.8K +116 +4%
ADL
1658
Asset Dedication LLC
California
$450K -$68.2K -616 -15%
CFD
1659
Creative Financial Designs
Indiana
$449K +$7.97K +72 +2%
JJBC
1660
James J. Burns & Company
New York
$449K -$44.3K -400 -11%
BFO
1661
Biltmore Family Office
North Carolina
$449K -$83K -750 -18%
BB
1662
Berkshire Bank
Massachusetts
$447K -$2.66K -24 -0.7%
TTWM
1663
TCV Trust & Wealth Management
Virginia
$447K +$9.52K +86 +3%
MCM
1664
Manchester Capital Management
Vermont
$446K -$141K -1,274 -27%
MSWA
1665
Marshall & Sterling Wealth Advisors
New York
$443K – – –
FB
1666
First Bancorp
Maine
$443K -$4.98K -45 -1%
SQA
1667
Simon Quick Advisors
New Jersey
$443K +$67.4K +609 +22%
FWP
1668
Falcon Wealth Planning
California
$442K +$54.1K +489 +17%
FC
1669
Fulcrum Capital
Washington
$441K +$26.9K +243 +8%
SDAM
1670
Shulman DeMeo Asset Management
New York
$441K – – –
EP
1671
Edgestream Partners
New Jersey
$441K +$103K +932 +39%
BCMLT
1672
Beacon Capital Management LLC (Tennessee)
Tennessee
$438K -$1.44K -13 -0.4%
WWM
1673
Waterway Wealth Management
Texas
$438K +$14.1K +127 +4%
OL
1674
OneFund LLC
Florida
$436K -$40.4K -365 -10%
MAWA
1675
Moss Adams Wealth Advisors
Washington
$436K +$59.4K +536 +19%
65 66
67
68 69