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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
4351
Sage Financial Group
Pennsylvania
$87K – – –
NWM
4352
Navigation Wealth Management
Colorado
$84K – – –
MRG
4353
Milestone Resources Group
British Virgin Islands
$74K – – –
GKIM
4354
GW&K Investment Management
Massachusetts
$71K – – –
BWS
4355
BCR Wealth Strategies
Alabama
$70K +$62.4K +395 New
WC
4356
Westwind Capital
New Mexico
$63K +$56.3K +356 New
HFS
4357
HBC Financial Services
Washington
$59K -$1.95M -12,334 -97%
EFS
4358
Econ Financial Services
Pennsylvania
$58K +$51.5K +326 New
SJIA
4359
St. James Investment Advisors
New York
$57K +$51.2K +324 New
UOTTAIMCU
4360
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$50K -$1.74M -11,027 -98%
DCM
4361
Disciplina Capital Management
Tennessee
$47K -$474 -3 -1%
MGIM
4362
M&G Investment Management
United Kingdom
$45.4K -$486M -3,073,101 -92%
WFA
4363
Wells Financial Advisors
Massachusetts
$44K – – –
SPA
4364
Shore Point Advisors
New Jersey
$41K +$36.8K +233 New
APP
4365
Alpha Paradigm Partners
Illinois
$34K -$493K -3,117 -94%
FGAM
4366
Financial Gravity Asset Management
Texas
$26.2K +$2.04M +12,923 +266%
HMS
4367
Hanseatic Management Services
New Mexico
$23K +$20.5K +130 New
CP
4368
Castleview Partners
Texas
$19.3K +$543M +3,435,062 New
LIM
4369
Longfellow Investment Management
Massachusetts
$18K – – –
CWM
4370
Consultiva Wealth Management
Puerto Rico
$17K – – –
D
4371
Drystone
Virginia
$17K +$15.5K +98 New
FHC
4372
First Heartland Consultants
Missouri
$16.7K +$325K +2,059 +2%
BIM
4373
Baldwin Investment Management
Pennsylvania
$16.5K -$79.7K -504 -0.5%
EW
4374
Emerson Wealth
Michigan
$16K – – –
LWM
4375
Liberty Wealth Management
California
$15.7K +$242K +1,530 +2%
173 174
175
176 177