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Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
3101
Keener Financial Planning
Texas
$8K – – –
HC
3102
Hoese & Co
Minnesota
$7.12K -$5.03K -11 -42%
CWM
3103
Cedar Wealth Management
California
$6.74K +$6.4K +14 New
FCG
3104
Financial Connections Group
California
$6K -$107K -235 -95%
TAM
3105
Tucker Asset Management
Colorado
$5.78K +$2.74K +6 +100%
CAM
3106
Chesapeake Asset Management
New York
$5.78K -$8.69K -19 -61%
FIA
3107
FPC Investment Advisory
California
$5.55K +$5.49K +12 New
MIM
3108
Macroview Investment Management
Maryland
$5.3K +$5.03K +11 New
VWWMG
3109
Vermillion & White Wealth Management Group
Pennsylvania
$5.3K – – –
WIM
3110
Westside Investment Management
California
$5.3K – – –
PP
3111
PrairieView Partners
Minnesota
$5K +$4.57K +10 New
APF
3112
Alaska Permanent Fund
Alaska
$4.82K +$4.57K +10 New
VWM
3113
Valley Wealth Managers
New Jersey
$4.33K -$60.8K -133 -94%
CTWM
3114
Cherry Tree Wealth Management
Minnesota
$3.85K – – –
TCM
3115
TD Capital Management
Tennessee
$3.38K – – –
MSE
3116
MUFG Securities EMEA
United Kingdom
$3.37K – – –
PWM
3117
Partnership Wealth Management
Maryland
$3.37K – – –
MSWM
3118
Mowery & Schoenfeld Wealth Management
Illinois
$1.93K -$457 -1 -20%
LAM
3119
Lummis Asset Management
Texas
$1.93K – – –
PI
3120
PEAK6 Investments
Illinois
$1.1K +$457 +1 +100%
HCM
3121
Horrell Capital Management
Arkansas
$1K – – –
HFS
3122
Horizon Financial Services
North Carolina
$963 +$914 +2 New
BI
3123
BlueSpruce Investments
Illinois
– -$346M -811,375 Closed
DCP
3124
D1 Capital Partners
New York
– -$88.8M -208,305 Closed
MIC
3125
Mubadala Investment Company
United Arab Emirates
– -$84.6M -198,412 Closed
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125
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