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SMCI

Name Holding Trade Value Shares
Change 		Change in
Stake
CMF
451
Counterpoint Mutual Funds
California
$223K +$294K +9,784 New
SRS
452
Strong Retirement Solutions
Washington
$222K -$73.4K -2,446 -20%
RWMG
453
Redwood Wealth Management Group
New Jersey
$221K +$23.6K +785 +9%
JWCA
454
J.W. Cole Advisors
Florida
$221K +$292K +9,722 New
TE
455
Tema ETFs
New York
$220K +$1.47K +49 +0.5%
BPA
456
Beacon Pointe Advisors
California
$217K +$76.1K +2,537 +36%
ICP
457
Interchange Capital Partners
Pennsylvania
$215K +$189K +6,289 New
AWA
458
Acorn Wealth Advisors
Michigan
$213K +$13K +434 +5%
CWM
459
Cornerstone Wealth Management
Missouri
$212K -$181K -6,024 -39%
AWA
460
Argos Wealth Advisors
California
$212K -$165K -5,505 -37%
CIA
461
Concurrent Investment Advisors
Florida
$211K -$585K -19,480 -68%
TCM
462
Traynor Capital Management
Pennsylvania
$210K +$30.6K +1,020 +11%
GT
463
Glenmede Trust
Pennsylvania
$208K -$23.6K -787 -8%
SWP
464
Stratos Wealth Partners
Ohio
$206K -$27.8K -925 -9%
IWM
465
IHT Wealth Management
Illinois
$206K -$7.47K -249 -3%
GAA
466
Global Assets Advisory
Florida
$204K -$23.9K -795 -8%
VA
467
VestGen Advisors
Illinois
$202K +$185K +6,172 New
XT
468
XTX Topco
Cayman Islands
$201K -$587K -19,568 -69%
BC
469
Bayforest Capital
United Kingdom
$200K +$54.3K +1,809 +26%
CFD
470
Creative Financial Designs
Indiana
$199K -$62.6K -2,087 -19%
VSQM
471
V-Square Quantitative Management
Illinois
$179K -$30.7K -1,022 -11%
CA
472
CoreCap Advisors
Michigan
$173K -$58.6K -1,954 -20%
OP
473
Oslo Pensjonsforsikring
$165K +$217K +7,243 New
QL
474
Quarry LP
New York
$165K +$217K +7,228 New
MCM
475
MAI Capital Management
Ohio
$162K +$930 +31 +0.4%
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