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Name Holding Trade Value Shares
Change 		Change in
Stake
GFA
1651
Gallagher Fiduciary Advisors
Illinois
$456K +$7.97K +72 +2%
CWMK
1652
Caliber Wealth Management (Kansas)
Kansas
$455K +$382K +3,448 New
BW
1653
Bravera Wealth
North Dakota
$455K -$9.3K -84 -2%
NCTC
1654
New Covenant Trust Company
Indiana
$451K +$34.9K +315 +10%
JC
1655
Jacobs & Co
California
$451K – – –
HAIM
1656
Hunter Associates Investment Management
Pennsylvania
$451K +$12.8K +116 +4%
ADL
1657
Asset Dedication LLC
California
$450K -$68.2K -616 -15%
CFD
1658
Creative Financial Designs
Indiana
$449K +$7.97K +72 +2%
JJBC
1659
James J. Burns & Company
New York
$449K -$44.3K -400 -11%
BFO
1660
Biltmore Family Office
North Carolina
$449K -$83K -750 -18%
BB
1661
Berkshire Bank
Massachusetts
$447K -$2.66K -24 -0.7%
TTWM
1662
TCV Trust & Wealth Management
Virginia
$447K +$9.52K +86 +3%
MCM
1663
Manchester Capital Management
Vermont
$446K -$141K -1,274 -27%
MSWA
1664
Marshall & Sterling Wealth Advisors
New York
$443K – – –
FB
1665
First Bancorp
Maine
$443K -$4.98K -45 -1%
SQA
1666
Simon Quick Advisors
New Jersey
$443K +$67.4K +609 +22%
FWP
1667
Falcon Wealth Planning
California
$442K +$54.1K +489 +17%
FC
1668
Fulcrum Capital
Washington
$441K +$26.9K +243 +8%
SDAM
1669
Shulman DeMeo Asset Management
New York
$441K – – –
EP
1670
Edgestream Partners
New Jersey
$441K +$103K +932 +39%
BCMLT
1671
Beacon Capital Management LLC (Tennessee)
Tennessee
$438K -$1.44K -13 -0.4%
WWM
1672
Waterway Wealth Management
Texas
$438K +$14.1K +127 +4%
OL
1673
OneFund LLC
Florida
$436K -$40.4K -365 -10%
MAWA
1674
Moss Adams Wealth Advisors
Washington
$436K +$59.4K +536 +19%
LT
1675
Legacy Trust
Michigan
$436K -$16.5K -149 -4%
65 66
67
68 69