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SMCI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
501
Collective Family Office
Pennsylvania
$261K +$254K +9,170 New
MC
502
Moors & Cabot
Massachusetts
$257K -$34.4K -1,240 -12%
CCM
503
Carlson Capital Management
Minnesota
$256K +$249K +9,000 New
HIM
504
Hanlon Investment Management
New Jersey
$255K -$23.8K -860 -9%
SAM
505
Strategy Asset Managers
California
$253K +$38K +1,370 +18%
OCBCO
506
Oversea-Chinese Banking Corp (OCBC)
Singapore
$252K +$246K +8,880 New
GFS
507
GYL Financial Synergies
Connecticut
$252K +$40.5K +1,460 +20%
BC
508
Bridgefront Capital
Texas
$244K +$238K +8,580 New
IIA
509
IPG Investment Advisors
California
$243K +$237K +8,550 New
EH
510
Equitable Holdings
New York
$242K -$19.7K -710 -8%
LAM
511
L2 Asset Management
Massachusetts
$242K +$236K +8,520 New
LAM
512
Lifestyle Asset Management
Texas
$242K -$2.77K -100 -1%
BFG
513
Bleakley Financial Group
New Jersey
$239K -$11.9K -430 -5%
SS
514
Simplicity Solutions
Minnesota
$239K -$11.9K -430 -5%
PAI
515
Pittenger & Anderson Inc
Nebraska
$230K +$4.71K +170 +2%
EWA
516
EverSource Wealth Advisors
Alabama
$229K +$5.27K +190 +2%
AIMCA
517
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$227K -$942K -34,000 -81%
RFM
518
Royal Fund Management
Florida
$227K -$139K -5,000 -38%
PAM
519
Pinpoint Asset Management
Hong Kong
$227K +$222K +8,000 New
SPIA
520
Steward Partners Investment Advisory
New York
$225K +$186K +6,700 +558%
AHL
521
Abel Hall LLC
Louisiana
$222K +$217K +7,820 New
I
522
INVST
Indiana
$220K +$89.5K +3,230 New
BCV
523
Banque Cantonale Vaudoise
Switzerland
$218K +$213K +7,670 New
DWG
524
Darden Wealth Group
Michigan
$216K +$211K +7,600 New
MGAM
525
McGowan Group Asset Management
Texas
$213K +$208K +7,500 New
19 20
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