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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
3426
Ironsides Asset Advisors
North Carolina
$1.11M -$105K -453 -9%
BJ
3427
Brouwer & Janachowski
California
$1.11M +$62.9K +271 +6%
BU
3428
Brown University
Rhode Island
$1.1M
TOCUITCONY
3429
Trustees of Columbia University in the City of New York
New York
$1.1M
TWA
3430
Tillar-Wenstrup Advisors
Ohio
$1.1M +$57.8K +249 +6%
UWM
3431
USAdvisors Wealth Management
Minnesota
$1.1M +$24.4K +105 +2%
MFG
3432
Monumental Financial Group
Maryland
$1.1M +$1.08M +4,666 New
WFA
3433
Wellspring Financial Advisors
Ohio
$1.1M -$321K -1,382 -17%
MCM
3434
Mainstay Capital Management
Michigan
$1.1M -$175K -755 -14%
CHJWM
3435
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.09M +$156K +671 +19%
SHWM
3436
Smith & Howard Wealth Management
Georgia
$1.08M -$38.5K -166 -3%
CFG
3437
CKW Financial Group
Hawaii
$1.08M -$5.8K -25 -0.5%
HCM
3438
Howard Capital Management
Georgia
$1.08M +$181K +778 +23%
BFG
3439
Barber Financial Group
Kansas
$1.08M -$101K -435 -9%
PEA
3440
Pacific Edge Advisors
California
$1.08M -$34.8K -150 -3%
GC
3441
Grace Capital
Massachusetts
$1.08M -$654K -2,819 -38%
KAM
3442
Karani Asset Management
New York
$1.08M +$152K +653 +17%
CA
3443
Crumly & Associates
Illinois
$1.08M +$27.1K +117 +3%
CWM
3444
CCG Wealth Management
California
$1.07M -$4.87K -21 -0.5%
OFS
3445
OneAscent Financial Services
Alabama
$1.07M -$524K -2,260 -33%
CPC
3446
Consolidated Planning Corp
Georgia
$1.07M +$34.8K +150 +3%
SGCA
3447
Steel Grove Capital Advisors
Tennessee
$1.07M +$186K +800 +21%
SLF
3448
Sun Life Financial
Ontario, Canada
$1.06M +$10.9K +47 +1%
PFA
3449
Pettinga Financial Advisors
Indiana
$1.06M -$203K -876 -16%
ML
3450
McAdam LLC
Pennsylvania
$1.06M +$19K +82 +2%