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MRP

Millrose Properties Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
426
Core Alternative Capital
Georgia
$336 – – –
HWP
427
Highline Wealth Partners
California
$336 – – –
Kayne Anderson Rudnick Investment Management
428
Kayne Anderson Rudnick Investment Management
California
$336 – – –
LWMI
429
Legacy Wealth Management (Idaho)
Idaho
$303 – – –
QWM
430
Quaker Wealth Management
New Jersey
$303 – – –
SIC
431
SJS Investment Consulting
Ohio
$303 – – –
BGAI
432
Bruce G. Allen Investments
Colorado
$269 – – –
S
433
Sachetta
Massachusetts
$269 – – –
W
434
WealthCollab
Washington
$269 – – –
KG
435
Kilter Group
New York
$236 – – –
WWM
436
Wolff Wiese Magana
California
$236 – – –
AF
437
Advisornet Financial
Minnesota
$235 – – –
CFP
438
Comprehensive Financial Planning
Pennsylvania
$235 – – –
PWMG
439
Private Wealth Management Group
New Jersey
$202 -$452 -14 -70%
PWA
440
Principia Wealth Advisory
Texas
$168 – – –
RF
441
Rossby Financial
Florida
$168 – – –
CIA
442
Cape Investment Advisory
Georgia
$134 – – –
SJIM
443
St. Johns Investment Management
Florida
$134 – – –
WW
444
Winnow Wealth
Texas
$102 +$97 +3 New
IWM
445
IMG Wealth Management
Florida
$101 +$97 +3 New
PPA
446
Painted Porch Advisors
California
$67 – – –
HFS
447
Hughes Financial Services
Virginia
$63 – – –
SA
448
Seneschal Advisors
Washington
$34 +$32 +1 New
MAP
449
Madison Avenue Partners
New York
– -$23.5M -825,804 Closed
NM
450
Newtyn Management
New York
– -$23M -807,135 Closed