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Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
3351
Quaker Wealth Management
New Jersey
$147K +$34.5K +392 +34%
CVM
3352
Cheviot Value Management
California
$145K – – –
PP
3353
Pingora Partners
Wyoming
$144K – – –
NWM
3354
Nova Wealth Management
Florida
$143K +$19.8K +225 +18%
W
3355
WealthCollab
Washington
$142K +$6.7K +76 +5%
VWA
3356
Valued Wealth Advisors
Utah
$140K +$25.3K +287 +25%
VNA
3357
Valley National Advisers
Pennsylvania
$140K -$3.17K -36 -2%
CFD
3358
Creative Financial Designs
Indiana
$140K +$441 +5 +0.3%
SFG
3359
Strive Financial Group
Indiana
$139K -$14.7K -167 -10%
FFO
3360
Fortitude Family Office
Arizona
$138K -$85K -965 -40%
C
3361
Covestor
United Kingdom
$137K -$184K -2,089 -60%
MPW
3362
MASECO Private Wealth
$136K +$4.05K +46 +3%
SFS
3363
Sunrise Financial Services
Washington
$136K – – –
ACA
3364
Atlas Capital Advisors
Wyoming
$136K +$99.6K +1,130 +404%
SG
3365
Sankala Group
Colorado
$135K – – –
BC
3366
Barrett & Company
Rhode Island
$135K +$44.1K +500 +55%
KAS
3367
Kemnay Advisory Services
New York
$135K -$35.8K -406 -22%
LD
3368
Lipe & Dalton
New York
$135K -$2.64K -30 -2%
HC
3369
Hurley Capital
New York
$135K +$70.1K +796 +131%
UOTTAIMCU
3370
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$134K -$3.63M -41,151 -97%
CTWM
3371
Cherry Tree Wealth Management
Minnesota
$134K – – –
BHWM
3372
Beaird Harris Wealth Management
Texas
$134K +$46.3K +525 +61%
SAM
3373
Sherman Asset Management
California
$130K – – –
GA
3374
GoalVest Advisory
New York
$127K – – –
OCM
3375
Osterweis Capital Management
California
$125K -$48.5K -550 -30%
133 134
135
136 137