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CRWV

CoreWeave

Name Holding Trade Value Shares
Change
Change in
Stake
FTWA
451
Fifth Third Wealth Advisors
Ohio
$287K -$36.5K -360 -8%
ZIG
452
Zuckerman Investment Group
Illinois
$286K
HA
453
Harbor Advisors
Florida
$286K +$406K +4,000 New
XT
454
XTX Topco
Cayman Islands
$286K -$898K -8,854 -69%
IAS
455
Insigneo Advisory Services
Florida
$284K -$78.6K -775 -16%
CAWM
456
Capital Advisors Wealth Management
Washington
$283K +$168K +1,660 +73%
RRA
457
Red Reef Advisors
Florida
$281K +$398K +3,926 New
FGP
458
Freestone Grove Partners
California
$281K +$398K +3,921 New
CWM
459
Cornerstone Wealth Management
Missouri
$280K -$74.5K -735 -16%
NWMP
460
Noble Wealth Management PBC
Colorado
$280K +$9.63K +95 +2%
WM
461
Whitford Management
New York
$278K +$132K +1,300 +50%
MIC
462
Means Investment Company
Maine
$277K +$392K +3,868 New
LOWM
463
Laurel Oak Wealth Management
New Jersey
$274K +$389K +3,833 New
CCFM
464
Clear Creek Financial Management
Washington
$274K +$388K +3,826 New
BMSSC
465
B. Metzler seel. Sohn & Co
Germany
$273K +$386K +3,812 New
Capital World Investors
466
Capital World Investors
California
$272K +$385K +3,794 New
ECSS
467
Eurizon Capital SGR SpA
$270K +$382K +3,767 New
UM
468
UniSuper Management
Australia
$265K +$375K +3,700 New
APW
469
Aventura Private Wealth
Florida
$263K +$74.4K +734 +25%
MWM
470
Modern Wealth Management
Kansas
$263K +$372K +3,671 New
TGY2IT
471
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$262K +$371K +3,660 New
WS
472
Wedbush Securities
California
$259K -$52.8K -521 -13%
Thrivent Financial for Lutherans
473
Thrivent Financial for Lutherans
Minnesota
$259K +$367K +3,620 New
EWM
474
Evercore Wealth Management
New York
$258K
VWA
475
Visionary Wealth Advisors
Illinois
$252K +$357K +3,526 New