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Name Holding Trade Value Shares
Change 		Change in
Stake
WW
5276
Winnow Wealth
Texas
$31.6K -$163K -1,298 -87%
AAG
5277
Accordant Advisory Group
Maryland
$31.6K – – –
HAP
5278
Harbor Asset Planning
Massachusetts
$27.6K +$22K +175 New
CAM
5279
Clarity Asset Management
Iowa
$27.1K -$1.64K -13 -7%
SR
5280
Syntax Research
Florida
$25.3K – – –
BGA
5281
Battery Global Advisors
Massachusetts
$23.7K – – –
TIAAOA
5282
Teachers Insurance & Annuity Association of America
New York
$23.7K – – –
CF
5283
Concorde Financial
Texas
$23.7K +$18.9K +150 New
PK
5284
Pflug Koory
Nebraska
$20.6K +$11.2K +89 +212%
BC
5285
Broadwater Capital
Massachusetts
$19K +$2.37M +18,839 +15,699%
RIM
5286
Ryan Investment Management
Colorado
$17.4K +$13.8K +110 New
WBWA
5287
William B. Walkup & Associates
South Carolina
$16.7K – – –
CF
5288
Conquis Financial
California
$11.8K – – –
SWP
5289
SIMA Wealth Partners
Virginia
$11.1K – – –
CFO
5290
Capitol Family Office
Oregon
$11.1K – – –
HC
5291
Hara Capital
Washington
$10.3K +$8.18K +65 New
FC
5292
Family CFO
California
$7.9K +$6.29K +50 New
CIAM
5293
Caitong International Asset Management
Hong Kong
$7.11K +$5.66K +45 New
BC
5294
Bulwark Capital
Florida
$6.32K +$5.03K +40 New
FVIM
5295
Fort Vancouver Investment Management
Washington
$5.53K +$4.41K +35 New
GFA
5296
Gladwyn Financial Advisors
Virginia
$3.46K +$2.77K +22 New
CI
5297
Cordant Inc
Oregon
$1.58K – – –
AT
5298
Avenir Tech
Hong Kong
$948 -$503K -3,999 -100%
CSD
5299
Clear Street Derivatives
New York
– -$2.78B -25,689,318 Closed
CF
5300
Corebridge Financial
Texas
– -$732M -6,757,212 Closed
210 211
212
213 214