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Name Holding Trade Value Shares
Change
Change in
Stake
UOTTAIMCU
3026
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$26K +$27.4K +117 New
SC
3027
Steph & Co
Wisconsin
$25K -$1.17K -5 -4%
CIR
3028
Clear Investment Research
Georgia
$25K -$234 -1 -0.9%
SCA
3029
Stuart Chaussee & Associates
California
$25K
GM
3030
GeoWealth Management
Illinois
$24K -$52.3K -223 -68%
RG
3031
Retirement Group
California
$22K +$2.81K +12 +14%
SFP
3032
Sterling Financial Planning
New Jersey
$21K
RTL
3033
Red Tortoise LLC
Georgia
$19K +$25.3K +108 New
HL
3034
Harding Loevner
New Jersey
$17K
SIAP
3035
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K +$469 +2 +1%
WIA
3036
Wealthstreet Investment Advisors
Texas
$12K
CMBA
3037
C.M. Bidwell & Associates
Hawaii
$9K
RIM
3038
Ranger Investment Management
Texas
$9K
Parallax Volatility Advisers
3039
Parallax Volatility Advisers
California
$7K -$7.97M -33,971 -100%
SL
3040
Savior LLC
Massachusetts
$6K -$50.7K -216 -90%
DI
3041
Disciplined Investments
Oklahoma
$6K
HWM
3042
Holloway Wealth Management
Florida
$6K
SA
3043
SRH Advisors
Kansas
$6K
TJHA
3044
Thomas J. Herzfeld Advisors
Florida
$6K
FWM
3045
Filbrandt Wealth Management
Wisconsin
$6K +$6.1K +26 New
YAL
3046
Your Advocates Ltd
Texas
$6K +$6.33K +27 New
CWA
3047
Carolina Wealth Advisors
South Carolina
$5K
LIM
3048
Longfellow Investment Management
Massachusetts
$5K
JIR
3049
James Investment Research
Ohio
$3K -$98.7K -421 -97%
WA
3050
WestEnd Advisors
North Carolina
$2.67K