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Name Holding Trade Value Shares
Change 		Change in
Stake
CCMW
3376
Cypress Capital Management (Wyoming)
Wyoming
$85.6K -$7.63K -101 -8%
FLP
3377
Financial Life Planners
Arizona
$85K +$84.5K +1,118 New
UOTTAIMCU
3378
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$84.3K – – –
WC
3379
Westwind Capital
New Mexico
$83K +$82.9K +1,096 New
DF
3380
Dunhill Financial
United Kingdom
$82.6K -$14.6K -193 -15%
YAL
3381
Your Advocates Ltd
Texas
$81.6K – – –
WFA
3382
West Financial Advisors
Iowa
$81K – – –
CAM
3383
Chesapeake Asset Management
New York
$80.9K – – –
PWA
3384
Provenance Wealth Advisors
Florida
$80.6K – – –
BAM
3385
Byrne Asset Management
New Jersey
$79.1K – – –
SWP
3386
SIMA Wealth Partners
Virginia
$78.7K +$34K +450 +77%
CAM
3387
Clarity Asset Management
Iowa
$78.3K -$1.21K -16 -2%
OCM
3388
Orion Capital Management
California
$77.6K – – –
Q1WB
3389
Quest 10 Wealth Builders
Virginia
$77.5K -$454 -6 -0.6%
PWS
3390
Peterson Wealth Services
Utah
$76.2K – – –
TCM
3391
Tradewinds Capital Management
Washington
$76.1K +$3.1K +41 +4%
S
3392
Sachetta
Massachusetts
$75.8K +$6.2K +82 +9%
WAG
3393
Wilkerson Advisory Group
Missouri
$75.1K +$6.65K +88 +10%
WOSD
3394
WFA of San Diego
California
$74.1K -$106K -1,400 -59%
SC
3395
Swan Capital
Florida
$74.1K -$3.33K -44 -4%
WA
3396
Whipplewood Advisors
Colorado
$73.4K +$73K +965 New
GJIA
3397
Glass Jacobson Investment Advisors
Maryland
$71.6K +$529 +7 +0.7%
CG
3398
Curat Global
New Hampshire
$71.5K – – –
HAP
3399
Harbor Asset Planning
Massachusetts
$71.4K – – –
IWS
3400
Intentional Wealth Strategies
Colorado
$70.8K +$70.4K +931 New
134 135
136
137 138