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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
3426
Valued Wealth Advisors
Utah
$36.1K -$88.6K -595 -71%
CJL
3427
Cyrus J. Lawrence
New York
$36K – – –
DWM
3428
Darwin Wealth Management
Florida
$30.5K +$30.8K +207 New
PIS
3429
POM Investment Strategies
North Carolina
$30.3K -$38K -255 -55%
ACM
3430
Anfield Capital Management
California
$29.9K -$2.23K -15 -7%
KHC
3431
Koesten Hirschmann & Crabtree
Kansas
$29.5K – – –
APW
3432
Atlantic Private Wealth
North Carolina
$29.5K +$29.8K +200 New
LIS
3433
Legacy Investment Solutions
Idaho
$29K +$27.2K +183 New
LWMI
3434
Legacy Wealth Management (Idaho)
Idaho
$29K +$27.2K +183 New
RA
3435
Rational Advisors
New York
$29K +$29.3K +197 New
UOTTAIMCU
3436
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$28.4K – – –
TWD
3437
True Wealth Design
Ohio
$27.1K -$774K -5,201 -97%
PFA
3438
Pathway Financial Advisers
Indiana
$26.5K +$577M +3,876,731 +15,750%
BFS
3439
Bare Financial Services
Pennsylvania
$26.2K – – –
FGC
3440
Financial Gravity Companies
Texas
$25.6K +$25.9K +174 New
HC
3441
Hoese & Co
Minnesota
$24.7K – – –
KOCAA
3442
Knights of Columbus Asset Advisors
Connecticut
$24.2K -$573K -3,848 -96%
PCM
3443
Penserra Capital Management
California
$22K -$92.8M -623,339 -100%
LD
3444
Lipe & Dalton
New York
$22K – – –
RTL
3445
Red Tortoise LLC
Georgia
$21.9K +$4.17K +28 +23%
BMC
3446
Bear Mountain Capital
Washington
$21.9K – – –
EA
3447
Evolution Advisers
Virginia
$19K – – –
RWA
3448
Redmont Wealth Advisors
Illinois
$19K – – –
LAM
3449
Lummis Asset Management
Texas
$18.7K – – –
RWPA
3450
Richard W. Paul & Associates
Michigan
$18.7K +$149 +1 +0.8%
136 137
138
139 140