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SMCI

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
426
Cresset Asset Management
Illinois
$367K -$18.1K -439 -3%
FFA
427
Farther Finance Advisors
California
$357K +$128K +3,111 +34%
SRS
428
Strong Retirement Solutions
Washington
$357K +$502K +12,201 New
HAG
429
HighPoint Advisor Group
Illinois
$352K -$9.35K -227 -2%
KFS
430
Keynote Financial Services
Connecticut
$351K -$53.7K -1,305 -10%
SH
431
SLT Holdings
Arizona
$348K -$206K -5,000 -30%
AAM
432
Azzad Asset Management
Virginia
$348K +$1.94K +47 +0.4%
WWA
433
WCG Wealth Advisors
Nevada
$347K -$430K -10,451 -47%
RWFS
434
Rayburn West Financial Services
Tennessee
$344K +$483K +11,739 New
FCT
435
First Community Trust
Iowa
$343K – – –
GRP
436
Global Retirement Partners
California
$342K -$325K -7,883 -40%
MTIM
437
Marathon Trading Investment Management
Pennsylvania
$338K +$475K +11,532 New
LNWTC
438
Laird Norton Wetherby Trust Company
Washington
$337K +$473K +11,497 New
PC
439
Prairiewood Capital
North Dakota
$332K – – –
IA
440
Integrity Alliance
Iowa
$331K -$4.74K -115 -1%
CPIG
441
Chicago Partners Investment Group
Illinois
$331K -$16.5K -401 -4%
PPW
442
Parcion Private Wealth
Washington
$326K -$24.8K -602 -5%
IA
443
Inspire Advisors
Idaho
$325K +$122K +2,952 +36%
GI
444
GAMMA Investing
California
$325K -$139K -3,373 -23%
TW
445
Tempo Wealth
Ohio
$322K +$454K +11,015 New
UCFA
446
United Capital Financial Advisors
Texas
$322K -$323K -7,852 -42%
CFD
447
Creative Financial Designs
Indiana
$317K -$42.3K -1,028 -9%
OP
448
ORG Partners
Indiana
$315K -$36.8K -893 -8%
CW
449
CreativeOne Wealth
Kansas
$314K +$61.9K +1,504 +16%
SAM
450
Seelaus Asset Management
New Jersey
$314K -$14.8K -360 -3%
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