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Name Holding Trade Value Shares
Change 		Change in
Stake
UOTTAIMCU
3376
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$134K -$3.63M -41,151 -97%
CTWM
3377
Cherry Tree Wealth Management
Minnesota
$134K – – –
BHWM
3378
Beaird Harris Wealth Management
Texas
$134K +$46.3K +525 +61%
SAM
3379
Sherman Asset Management
California
$130K – – –
GA
3380
GoalVest Advisory
New York
$127K – – –
OCM
3381
Osterweis Capital Management
California
$125K -$48.5K -550 -30%
RFG
3382
REAP Financial Group
Texas
$124K +$88 +1 +0.1%
FA
3383
Financial Avengers
California
$124K +$10.1K +115 +10%
GK
3384
Graney & King
New York
$121K – – –
ECA
3385
Elevated Capital Advisors
Utah
$121K +$47.4K +538 +75%
FCMT
3386
Founders Capital Management (Texas)
Texas
$120K – – –
CCMW
3387
Cypress Capital Management (Wyoming)
Wyoming
$119K – – –
CJ
3388
Caitlin John
Michigan
$119K -$43.4K -492 -28%
SA
3389
Strategic Advocates
Utah
$118K -$2.63M -29,880 -96%
EWP
3390
Elevation Wealth Partners
California
$118K -$9.16K -104 -8%
HPWM
3391
High Point Wealth Management
New Jersey
$113K -$13.2K -150 -11%
ACM
3392
Anfield Capital Management
California
$113K +$71.4K +810 +219%
TWM
3393
TopTier Wealth Management
Wisconsin
$113K +$104K +1,177 New
PWA
3394
Provenance Wealth Advisors
Florida
$112K – – –
EIP
3395
Essential Investment Partners
Colorado
$112K – – –
PF
3396
PlanVest Financial
Maryland
$108K +$98.8K +1,121 New
FFG
3397
Forum Finance Group
$106K +$119K +1,350 New
SWM
3398
Shelton Wealth Management
Texas
$106K +$96.7K +1,098 New
NEWAS
3399
N.E.W. Advisory Services
Wisconsin
$105K +$3.08K +35 +3%
FPF
3400
First Pacific Financial
Washington
$105K +$18.4K +209 +24%
134 135
136
137 138