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Name Holding Trade Value Shares
Change 		Change in
Stake
CJ
2026
Caitlin John
Michigan
$28.1K +$15.7K +200 +117%
UOTTAIMCU
2027
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$27.6K +$9.58K +122 +50%
HFM
2028
Hartford Financial Management
Connecticut
$27.5K -$74K -942 -72%
CCC
2029
Chelsea Counsel Company
California
$26.6K – – –
TIAAOA
2030
Teachers Insurance & Annuity Association of America
New York
$25.7K – – –
BLC
2031
Brown, Lisle/Cummings
Rhode Island
$25.6K +$4.32K +55 +19%
PK
2032
Pflug Koory
Nebraska
$25.2K – – –
GIM
2033
Gold Investment Management
Alberta, Canada
$25K – – –
AWM
2034
Abound Wealth Management
Tennessee
$24.4K -$15.6K -198 -38%
WW
2035
Winnow Wealth
Texas
$23.8K +$24.9K +317 New
PWMG
2036
Private Wealth Management Group
New Jersey
$23.3K +$943 +12 +4%
AWM
2037
Accredited Wealth Management
Kentucky
$22.8K +$23.6K +300 New
TCA
2038
Trifecta Capital Advisors
Illinois
$22.7K -$15.7K -200 -40%
SIP
2039
Sellwood Investment Partners
Oregon
$22.4K +$23.3K +296 New
WWP
2040
WR Wealth Planners
Missouri
$22.3K -$58.5K -745 -72%
CA
2041
Centerpoint Advisors
Massachusetts
$22K – – –
SRCM
2042
Signature Resources Capital Management
California
$21.7K +$79 +1 +0.3%
SWM
2043
Sugarloaf Wealth Management
Georgia
$21.4K -$550 -7 -2%
MTC
2044
Matrix Trust Company
Colorado
$21K +$2.2K +28 +11%
FUBT
2045
First United Bank & Trust
Maryland
$20.2K – – –
MEG
2046
Millstone Evans Group
Colorado
$20.1K +$20.8K +265 New
DF
2047
Dunhill Financial
United Kingdom
$20K -$17.9K -228 -46%
IHWM
2048
Iron Horse Wealth Management
Iowa
$19.4K – – –
AWM
2049
Atticus Wealth Management
Florida
$19.1K – – –
RP
2050
Raelipskie Partnership
Ontario, Canada
$18.5K – – –
80 81
82
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