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CoreWeave

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
576
Pathway Wealth Management
Texas
$410K +$56.7K +525 +15%
SFG
577
Snider Financial Group
Washington
$409K +$444K +4,110 New
PAS
578
Park Avenue Securities
New York
$407K +$122K +1,130 +38%
AP
579
Americana Partners
Texas
$406K +$441K +4,082 New
YCM
580
Yousif Capital Management
Michigan
$406K +$440K +4,077 New
PWP
581
Pursue Wealth Partners
California
$404K – – –
TC
582
T3 Companies
New York
$404K +$438K +4,054 New
AWM
583
Activest Wealth Management
Florida
$399K +$100K +928 +30%
HA
584
Harbor Advisors
Florida
$398K – – –
ZIG
585
Zuckerman Investment Group
Illinois
$398K – – –
WIM
586
Westside Investment Management
California
$397K +$75.6K +700 +21%
Baird Financial Group
587
Baird Financial Group
Wisconsin
$397K +$430K +3,985 New
EWA
588
Evolution Wealth Advisors
Florida
$396K +$140K +1,300 +49%
SWA
589
Strategies Wealth Advisors
Michigan
$396K +$43.2K +400 +11%
SFI
590
Siemens Fonds Invest
Germany
$396K +$62.2K +576 +17%
SFCL
591
Strengthening Families & Communities LLC
Massachusetts
$394K – – –
CFD
592
Creative Financial Designs
Indiana
$390K +$81.6K +756 +24%
SOMRS
593
State of Michigan Retirement System
Michigan
$390K +$423K +3,914 New
CWM
594
Cornerstone Wealth Management
Missouri
$383K -$4.32K -40 -1%
ACA
595
Aptus Capital Advisors
Alabama
$383K -$7.19M -66,628 -95%
SFS
596
Stiles Financial Services
Minnesota
$382K +$90.1K +835 +28%
EDRH
597
Edmond de Rothschild Holding
Switzerland
$382K +$192K +1,775 +86%
KWS
598
Keystone Wealth Services
California
$382K +$33.6K +311 +9%
GRP
599
Global Retirement Partners
California
$380K +$412K +3,821 New
WIA
600
World Investment Advisors
California
$379K -$132K -1,224 -20%