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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
1576
TIAA Trust, National Association
North Carolina
$258K -$574K -1,359 -68%
ACM
1577
Avalon Capital Management
California
$258K – – –
EGWAG
1578
Elwood & Goetz Wealth Advisory Group
Georgia
$257K -$16.9K -40 -6%
WA
1579
Wealth Architects
California
$257K -$7.18K -17 -3%
CFG
1580
Carr Financial Group
Massachusetts
$256K – – –
SCM
1581
Sunbeam Capital Management
Georgia
$255K +$11.8K +28 +5%
FFA
1582
Fi3 Financial Advisors
Indiana
$254K +$958K +2,269 +254%
MWM
1583
Marion Wealth Management
Pennsylvania
$254K +$45.2K +107 +21%
DE
1584
Diversified Enterprises
Delaware
$254K -$2.96K -7 -1%
PFG
1585
PAX Financial Group
Texas
$253K -$32.9K -78 -11%
NWM
1586
Northwest Wealth Management
Iowa
$252K -$129K -305 -33%
CWM
1587
Cornerstone Wealth Management
Missouri
$252K -$20.3K -48 -7%
HA
1588
Harfst & Associates
Wyoming
$251K -$240K -568 -48%
UWP
1589
Uniting Wealth Partners
Kansas
$248K +$54.9K +130 +27%
CH
1590
Cromwell Holdings
Wyoming
$248K -$162K -384 -39%
ATS
1591
Ashton Thomas Securities
New York
$248K -$26.2K -62 -9%
IA
1592
Integrity Alliance
Iowa
$247K +$43.9K +104 +21%
KAM
1593
Knightsbridge Asset Management
California
$247K -$265K -628 -51%
WMA
1594
William Mack & Associates
Michigan
$246K +$255K +605 New
GWP
1595
Gateway Wealth Partners
Wisconsin
$246K -$176K -416 -41%
AFGAS
1596
Allegiance Financial Group Advisory Services
Virginia
$245K -$275K -652 -52%
TWP
1597
Triad Wealth Partners
Kansas
$245K +$248K +588 New
Hudson Bay Capital Management
1598
Hudson Bay Capital Management
Connecticut
$245K -$6.39M -15,124 -96%
RBC
1599
Romano Brothers & Co
Illinois
$244K -$30.4K -72 -11%
UOC
1600
University of Chicago
Illinois
$244K -$22K -52 -8%