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SMCI

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
326
Orion Capital Management
California
$10.7K +$9.02K +1,000 New
FFA
327
Farther Finance Advisors
California
$10.1K – – –
CWM
328
CarsonAllaria Wealth Management
Illinois
$7.99K -$20.9K -2,320 -76%
SWM
329
Spire Wealth Management
Virginia
$7.99K +$271 +30 +4%
HI
330
Harbour Investments
Wisconsin
$6.29K – – –
BIA
331
Bell Investment Advisors
California
$6.07K +$722 +80 +16%
SC
332
Schubert & Co
Texas
$5.43K – – –
IA
333
IFP Advisors
Florida
$5.37K -$81.9K -9,080 -80%
DA
334
Denali Advisors
California
$5.33K +$632 +70 +16%
MLA
335
MB, Levis & Associates
Pennsylvania
$5.33K +$4.51K +500 New
TCPG
336
Trivant Custom Portfolio Group
California
$5.33K +$4.51K +500 New
HCP
337
Hexagon Capital Partners
Arkansas
$4.26K -$2.26K -250 -38%
IAIM
338
International Assets Investment Management
Florida
$4.05K +$3.43K +380 New
SFG
339
Steward Financial Group
Texas
$4K +$2.44K +270 +193%
AWM
340
Avior Wealth Management
Nebraska
$3.62K +$3.07K +340 New
RCM
341
Raleigh Capital Management
North Carolina
$3.41K +$361 +40 +14%
VCM
342
Versant Capital Management
Arizona
$3.41K +$2.89K +320 New
JWA
343
JFS Wealth Advisors
Pennsylvania
$2.77K +$180 +20 +8%
CA
344
Clearstead Advisors
Ohio
$2.66K – – –
FMII
345
Farmers & Merchants Investments Inc
Nebraska
$2.24K -$180 -20 -9%
GWS
346
Glassman Wealth Services
Virginia
$2.24K – – –
TAM
347
Tucker Asset Management
Colorado
$2.24K +$1.9K +210 New
IGWM
348
ICA Group Wealth Management
Colorado
$2.13K – – –
SIC
349
SJS Investment Consulting
Ohio
$1.81K +$271 +30 +21%
PWMG
350
Prestige Wealth Management Group
New Jersey
$1.39K +$1.17K +130 New
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