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SMCI

Name Holding Trade Value Shares
Change 		Change in
Stake
PSC
451
Portman Square Capital
United Kingdom
$553K +$435K +11,285 New
GIM
452
Glenmede Investment Management
Pennsylvania
$549K +$432K +11,211 New
PC
453
Prairiewood Capital
North Dakota
$549K -$38.5K -1,000 -8%
ICP
454
Ilex Capital Partners
United Kingdom
$541K +$425K +11,035 New
LF
455
Lighthouse Financial
Florida
$539K – – –
JIP
456
Jaffetilchin Investment Partners
Florida
$528K -$359K -9,321 -46%
1C
457
111 Capital
France
$525K -$859K -22,274 -68%
QCG
458
Quadrant Capital Group
Ohio
$524K -$166K -4,308 -29%
HH
459
Hilltop Holdings
Texas
$517K +$154 +4 +0%
PFA
460
Petra Financial Advisors
Colorado
$510K +$401K +10,408 New
VI
461
Vestcor Inc
New Brunswick, Canada
$508K -$3.16K -82 -0.8%
CWMG
462
Compass Wealth Management (Georgia)
Georgia
$499K +$392K +10,177 New
CWM
463
Congress Wealth Management
Massachusetts
$499K +$392K +10,174 New
OP
464
ORG Partners
Indiana
$495K +$403K +10,463 +41,852%
UCMOK
465
United Capital Management of KS
Kansas
$492K +$387K +10,043 New
CG
466
Cynosure Group
Utah
$487K +$62.9K +1,631 +20%
3IP
467
3Chopt Investment Partners
Virginia
$484K -$1.7K -44 -0.4%
TWC
468
TD Waterhouse Canada
Ontario, Canada
$477K +$235K +6,106 +153%
SA
469
Sovran Advisors
California
$477K +$13.3K +345 +4%
PA
470
Procyon Advisors
Connecticut
$476K -$176K -4,567 -32%
PIA
471
Perennial Investment Advisors
California
$475K +$80.8K +2,096 +28%
SIS
472
Strategic Investment Solutions
Illinois
$463K +$356K +9,247 +4,403%
FBT
473
First Bank & Trust
South Dakota
$459K +$71.5K +1,856 +25%
SAM
474
Seelaus Asset Management
New Jersey
$459K +$361K +9,360 New
GSEP
475
Golden State Equity Partners
California
$458K +$28.6K +743 +9%
17 18
19
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