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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
3401
Blackcrane Capital
Washington
$1.31M – – –
UWM
3402
USAdvisors Wealth Management
Minnesota
$1.31M +$37.1K +146 +3%
OCPWS
3403
One Charles Private Wealth Services
Massachusetts
$1.31M +$917K +3,609 +298%
AFS
3404
Axiom Financial Strategies
Indiana
$1.3M +$11.7K +46 +1%
FFA
3405
Freedman Financial Associates
Massachusetts
$1.3M -$92.8K -365 -7%
SFG
3406
Sovereign Financial Group
Connecticut
$1.29M – – –
TFA
3407
Trinity Financial Advisors
Ohio
$1.29M -$69.1K -272 -5%
FA
3408
Fortis Advisors
Pennsylvania
$1.28M +$342K +1,346 +40%
BJ
3409
Brouwer & Janachowski
California
$1.28M – – –
RWM
3410
Reston Wealth Management
Virginia
$1.27M -$24.4K -96 -2%
BWM
3411
BCGM Wealth Management
Indiana
$1.27M +$120K +474 +12%
BU
3412
Brown University
Rhode Island
$1.27M – – –
TOCUITCONY
3413
Trustees of Columbia University in the City of New York
New York
$1.27M – – –
KCA
3414
Karn Couzens & Associates
Connecticut
$1.26M -$14.5K -57 -1%
BFG
3415
Barber Financial Group
Kansas
$1.26M +$20.3K +80 +2%
MCM
3416
Mainstay Capital Management
Michigan
$1.26M +$3.05K +12 +0.3%
HC
3417
Hamilton Capital
Ohio
$1.26M -$201K -792 -15%
WIA
3418
World Investment Advisors
California
$1.26M +$5.08K +20 +0.4%
BAMG
3419
Brand Asset Management Group
Missouri
$1.26M +$213K +839 +22%
RPG
3420
Resource Planning Group
Georgia
$1.26M +$326K +1,281 +38%
KAM
3421
Karani Asset Management
New York
$1.25M +$10.7K +42 +0.9%
SWM
3422
Selective Wealth Management
Virginia
$1.25M +$677K +2,663 +137%
VBFP
3423
Valtinson Bruner Financial Planning
Minnesota
$1.25M – – –
PI
3424
Pachira Investments
California
$1.25M -$98.4K -387 -8%
SIGI
3425
Susquehanna International Group (Ireland)
Ireland
$1.24M -$2.52M -9,927 -68%
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137
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