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VCX

Fundrise Innovation Fund
VCX

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1
CloudAlpha Capital Management
Hong Kong
$26.6M +$39.7M +203,104 New
GSIAS
2
Garden State Investment Advisory Services
New Jersey
$3.03M +$4.51M +23,113 New
MAWA
3
Moss Adams Wealth Advisors
Washington
$1.76M +$2.62M +13,426 New
WAM
4
Weiss Asset Management
Massachusetts
$1.16M +$1.72M +8,821 New
KPWS
5
Kestra Private Wealth Services
Texas
$426K +$636K +3,255 New
SRL
6
Scientech Research LLC
New Jersey
$409K +$610K +3,125 New
MG
7
Marex Group
$205K +$305K +1,563 New
UBS Group
8
UBS Group
Switzerland
$68.9K +$103K +526 New
FIA
9
FNY Investment Advisers
New York
$43K +$64.4K +330 New
MCM
10
MAI Capital Management
Ohio
$39.3K +$58.6K +300 New
Osaic Holdings
11
Osaic Holdings
Arizona
$35.2K +$52.5K +269 New
ASN
12
Advisory Services Network
Georgia
$14.9K +$22.3K +114 New
CA
13
Crewe Advisors
Utah
$13.1K +$19.5K +100 New
Morgan Stanley
14
Morgan Stanley
New York
$13.1K +$19.5K +100 New
GCM
15
Gables Capital Management
Florida
$6.55K +$9.77K +50 New
National Bank of Canada
16
National Bank of Canada
Quebec, Canada
$4.38K +$6.83K +35 New
NA
17
NewEdge Advisors
Louisiana
$3.14K +$4.69K +24 New
RF
18
Rossby Financial
Florida
$1.73K +$2.93K +15 New
HCM
19
Hollencrest Capital Management
California
$393 +$586 +3 New
WSFG
20
Wall Street Financial Group
Illinois
$393 +$586 +3 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$262 +$391 +2 New
SS
22
Sunbelt Securities
Texas
$262 +$391 +2 New
SL
23
Salomon & Ludwin
Virginia
$226 +$391 +2 New
BHWM
24
Beaird Harris Wealth Management
Texas
$131 +$195 +1 New
IA
25
IFP Advisors
Florida
$131 +$195 +1 New