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SMCI

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
326
Farther Finance Advisors
California
$10.1K – – –
CWM
327
CarsonAllaria Wealth Management
Illinois
$7.99K -$20.9K -2,320 -76%
SWM
328
Spire Wealth Management
Virginia
$7.99K +$271 +30 +4%
HI
329
Harbour Investments
Wisconsin
$6.29K – – –
BIA
330
Bell Investment Advisors
California
$6.07K +$722 +80 +16%
SC
331
Schubert & Co
Texas
$5.43K – – –
IA
332
IFP Advisors
Florida
$5.37K -$81.9K -9,080 -80%
DA
333
Denali Advisors
California
$5.33K +$632 +70 +16%
MLA
334
MB, Levis & Associates
Pennsylvania
$5.33K +$4.51K +500 New
TCPG
335
Trivant Custom Portfolio Group
California
$5.33K +$4.51K +500 New
HCP
336
Hexagon Capital Partners
Arkansas
$4.26K -$2.26K -250 -38%
IAIM
337
International Assets Investment Management
Florida
$4.05K +$3.43K +380 New
SFG
338
Steward Financial Group
Texas
$4K +$2.44K +270 +193%
AWM
339
Avior Wealth Management
Nebraska
$3.62K +$3.07K +340 New
RCM
340
Raleigh Capital Management
North Carolina
$3.41K +$361 +40 +14%
VCM
341
Versant Capital Management
Arizona
$3.41K +$2.89K +320 New
JWA
342
JFS Wealth Advisors
Pennsylvania
$2.77K +$180 +20 +8%
CA
343
Clearstead Advisors
Ohio
$2.66K – – –
FMII
344
Farmers & Merchants Investments Inc
Nebraska
$2.24K -$180 -20 -9%
GWS
345
Glassman Wealth Services
Virginia
$2.24K – – –
TAM
346
Tucker Asset Management
Colorado
$2.24K +$1.9K +210 New
IGWM
347
ICA Group Wealth Management
Colorado
$2.13K – – –
SIC
348
SJS Investment Consulting
Ohio
$1.81K +$271 +30 +21%
PWMG
349
Prestige Wealth Management Group
New Jersey
$1.39K +$1.17K +130 New
VWM
350
Venturi Wealth Management
Texas
$1.17K +$993 +110 New
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