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Name Holding Trade Value Shares
Change
Change in
Stake
IWP
3101
IAG Wealth Partners
Wisconsin
$7.94K +$8.2K +18 New
PS
3102
PayPay Securities
Japan
$7.5K – – –
TH
3103
TCTC Holdings
Texas
$7.06K -$4.1K -9 -36%
KFP
3104
Keener Financial Planning
Texas
$7K – – –
VF
3105
VitalStone Financial
Texas
$6.62K -$35.5K -78 -84%
CWM
3106
Cedar Wealth Management
California
$6.18K – – –
FIA
3107
FPC Investment Advisory
California
$5.41K – – –
CAM
3108
Chesapeake Asset Management
New York
$5.29K – – –
APF
3109
Alaska Permanent Fund
Alaska
$5.1K +$456 +1 +10%
VWWMG
3110
Vermillion & White Wealth Management Group
Pennsylvania
$4.85K – – –
PP
3111
PrairieView Partners
Minnesota
$4K – – –
TCM
3112
TD Capital Management
Tennessee
$3.1K – – –
PWM
3113
Partnership Wealth Management
Maryland
$3.09K – – –
CB
3114
Chris Bulman
California
$3.09K +$3.19K +7 New
RWMG
3115
Redwood Wealth Management Group
New Jersey
$2.65K +$2.73K +6 New
TCM
3116
TruNorth Capital Management
Michigan
$1.76K -$7.29K -16 -80%
LAM
3117
Lummis Asset Management
Texas
$1.76K – – –
MSWM
3118
Mowery & Schoenfeld Wealth Management
Illinois
$1.76K – – –
HCM
3119
Horrell Capital Management
Arkansas
$1K – – –
DP
3120
Denver PWM
Colorado
$883 +$911 +2 New
HFS
3121
Horizon Financial Services
North Carolina
$882 – – –
Viking Global Investors
3122
Viking Global Investors
Connecticut
– -$383M -794,313 Closed
AIG
3123
American International Group
New York
– -$123M -255,771 Closed
JCM
3124
Junto Capital Management
New York
– -$98.1M -203,668 Closed
Renaissance Technologies
3125
Renaissance Technologies
New York
– -$94.8M -196,843 Closed