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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1851
Camarda Financial Advisors
Florida
$14K +$2.15K +10 +20%
NWA
1852
New World Advisors
Massachusetts
$14K +$12.9K +60 New
SIS
1853
Sound Income Strategies
Florida
$12K – – –
MWC
1854
MKD Wealth Coaches
Michigan
$12K +$10.8K +50 New
UOTTAIMCU
1855
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$11K -$7.53K -35 -44%
LWA
1856
Lowe Wealth Advisors
Maryland
$11K – – –
APW
1857
Acima Private Wealth
Virginia
$10K – – –
FRA
1858
Front Row Advisors
California
$10K – – –
LPWM
1859
Lake Point Wealth Management
Texas
$9K -$227K -1,057 -97%
DAM
1860
Delta Asset Management
Tennessee
$9K -$43K -200 -83%
WWM
1861
Willingdon Wealth Management
North Carolina
$9K -$6.45K -30 -43%
SAM
1862
Shamrock Asset Management
Texas
$8K – – –
SCM
1863
Shelton Capital Management
Colorado
$7.42K -$1.22M -5,677 -76%
IRC
1864
Investors Research Corp
Georgia
$7K +$6.24K +29 New
TFGT
1865
TS Financial Group (TSFG)
Illinois
$7K +$6.67K +31 New
SC
1866
Sawyer & Company
Massachusetts
$6K – – –
SCA
1867
Stuart Chaussee & Associates
California
$6K – – –
THWM
1868
Taylor Hoffman Wealth Management
Virginia
$5K – – –
NWM
1869
Northwest Wealth Management
Iowa
$4K – – –
TVWM
1870
Tower View Wealth Management
Wisconsin
$4K – – –
GEA
1871
Glen Eagle Advisors
New Jersey
$3.77K -$215 -1 -6%
VNA
1872
Valley National Advisers
Pennsylvania
$3K -$28.2K -131 -92%
OWA
1873
One Wealth Advisors
California
$3K +$3.01K +14 New
AA
1874
AlphaMark Advisors
Kentucky
$2K – – –
BC
1875
Barnett & Company
Tennessee
$2K – – –
73 74
75
76 77