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Name Holding Trade Value Shares
Change 		Change in
Stake
GWSA
3426
Global Wealth Strategies & Associates
Colorado
$37.5K -$8.19K -55 -18%
LIA
3427
Luken Investment Analytics
Tennessee
$36.8K – – –
VWA
3428
Valued Wealth Advisors
Utah
$36.1K -$88.6K -595 -71%
CJL
3429
Cyrus J. Lawrence
New York
$36K – – –
DWM
3430
Darwin Wealth Management
Florida
$30.5K +$30.8K +207 New
PIS
3431
POM Investment Strategies
North Carolina
$30.3K -$38K -255 -55%
ACM
3432
Anfield Capital Management
California
$29.9K -$2.23K -15 -7%
KHC
3433
Koesten Hirschmann & Crabtree
Kansas
$29.5K – – –
APW
3434
Atlantic Private Wealth
North Carolina
$29.5K +$29.8K +200 New
LIS
3435
Legacy Investment Solutions
Idaho
$29K +$27.2K +183 New
LWMI
3436
Legacy Wealth Management (Idaho)
Idaho
$29K +$27.2K +183 New
RA
3437
Rational Advisors
New York
$29K +$29.3K +197 New
UOTTAIMCU
3438
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$28.4K – – –
TWD
3439
True Wealth Design
Ohio
$27.1K -$774K -5,201 -97%
PFA
3440
Pathway Financial Advisers
Indiana
$26.5K -$3.64M -24,434 -99%
BFS
3441
Bare Financial Services
Pennsylvania
$26.2K – – –
FGC
3442
Financial Gravity Companies
Texas
$25.6K +$25.9K +174 New
HC
3443
Hoese & Co
Minnesota
$24.7K – – –
KOCAA
3444
Knights of Columbus Asset Advisors
Connecticut
$24.2K -$573K -3,848 -96%
PCM
3445
Penserra Capital Management
California
$22K -$92.8M -623,339 -100%
LD
3446
Lipe & Dalton
New York
$22K – – –
RTL
3447
Red Tortoise LLC
Georgia
$21.9K +$4.17K +28 +23%
BMC
3448
Bear Mountain Capital
Washington
$21.9K – – –
EA
3449
Evolution Advisers
Virginia
$19K – – –
RWA
3450
Redmont Wealth Advisors
Illinois
$19K – – –
136 137
138
139 140