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Name Holding Trade Value Shares
Change 		Change in
Stake
FP
3151
Fiduciary Planning
Florida
$15K -$269 -1 -2%
MWC
3152
MKD Wealth Coaches
Michigan
$15K +$13.5K +50 New
AFIA
3153
America First Investment Advisors
Nebraska
$12K – – –
BSG
3154
Black Swift Group
Colorado
$12K +$11.3K +42 New
HS
3155
Horan Securities
United States
$10K -$3.5K -13 -28%
PCM
3156
Penserra Capital Management
California
$10K +$6.46K +24 +200%
PSB
3157
Piscataqua Savings Bank
New Hampshire
$10K +$8.88K +33 New
BC
3158
Blackhill Capital
New Jersey
$9K – – –
JWBC
3159
John W. Brooker & Co
California
$9K – – –
LIM
3160
Longfellow Investment Management
Massachusetts
$8K – – –
GG
3161
Gleason Group
Kentucky
$7K – – –
UFF
3162
USA Financial Formulas
Michigan
$5K -$843K -3,129 -99%
DI
3163
Disciplined Investments
Oklahoma
$5K +$2.15K +8 +80%
MIM
3164
Macroview Investment Management
Maryland
$4K +$269 +1 +8%
BCH
3165
Berkshire Capital Holdings
California
$3K – – –
DCM
3166
Davidson Capital Management
Texas
$2K +$539 +2 +40%
CIA
3167
CSat Investment Advisory
Michigan
$1K – – –
SCM
3168
Suvretta Capital Management
New York
– -$237M -868,287 Closed
SCP
3169
Soroban Capital Partners
New York
– -$195M -714,306 Closed
TCM
3170
Tybourne Capital Management
Hong Kong
– -$123M -449,900 Closed
MSA
3171
Mason Street Advisors
Wisconsin
– -$90.6M -331,621 Closed
MP
3172
Munro Partners
Australia
– -$76.4M -279,665 Closed
OC
3173
Oakmont Corp
California
– -$52.8M -193,213 Closed
CLC
3174
Charles-Lim Capital
Hong Kong
– -$50.5M -185,000 Closed
ECM
3175
Element Capital Management
New York
– -$50.4M -184,649 Closed
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