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Core Scientific
CORZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
351
SOA Wealth Advisors
New York
$3.77K – – –
BWA
352
Basecamp Wealth Advisors
Washington
$3.65K – – –
SAM
353
Smartleaf Asset Management
Massachusetts
$3.39K +$1.6K +94 +63%
RS
354
Rakuten Securities
Japan
$3.14K +$1.69K +99 +89%
CAM
355
Chesapeake Asset Management
New York
$3.04K +$3.46K +203 New
CAM
356
Costello Asset Management
Pennsylvania
$2.99K – – –
RF
357
Rossby Financial
Florida
$2.49K +$2.78K +163 New
MPWT
358
MassMutual Private Wealth & Trust
Connecticut
$2.35K +$136 +8 +5%
RWM
359
RMG Wealth Management
Wisconsin
$2.29K – – –
BFS
360
Bare Financial Services
Pennsylvania
$2.02K +$443 +26 +24%
AIM
361
Axiom Investment Management
New York
$1.59K +$1.81K +106 New
EWA
362
EverSource Wealth Advisors
Alabama
$1.52K +$171 +10 +11%
TCM
363
Tradewinds Capital Management
Washington
$1.5K – – –
FIM
364
FWL Investment Management
Texas
$1.2K – – –
PFBT
365
Parkside Financial Bank & Trust
Missouri
$1.2K – – –
PWA
366
Physician Wealth Advisors
Utah
$1.11K -$546 -32 -30%
AW
367
Avion Wealth
Texas
$1K +$546 +32 +53%
MCM
368
MAI Capital Management
Ohio
$988 +$1.13K +66 New
MAM
369
Marquette Asset Management
Minnesota
$943 +$512 +30 +91%
WIM
370
Westside Investment Management
California
$868 – – –
CFD
371
Creative Financial Designs
Indiana
$793 – – –
KFAS
372
Keating Financial Advisory Services
Kansas
$793 +$648 +38 +253%
FFO
373
Fortitude Family Office
Arizona
$733 +$836 +49 New
AF
374
Alerus Financial
North Dakota
$718 – – –
RFP
375
Root Financial Partners
California
$718 +$819 +48 New
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