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SMCI

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
551
ASB Consultores
Florida
$644K +$467K +6,380 New
AMG
552
Advisors Management Group
Wisconsin
$637K -$243K -3,320 -34%
RFG
553
Range Financial Group
Oregon
$634K +$460K +6,280 New
BCI
554
Brinker Capital Investments
Pennsylvania
$633K -$164K -2,240 -26%
OPS
555
Orion Portfolio Solutions
Nebraska
$633K -$164K -2,240 -26%
WCM
556
WealthBridge Capital Management
Ohio
$632K +$459K +6,260 New
PRS
557
Pinkerton Retirement Specialists
Idaho
$631K -$498K -6,800 -52%
OCM
558
Orion Capital Management
California
$630K -$41K -560 -8%
TPI
559
Trust Point Inc
Wisconsin
$630K +$457K +6,240 New
BFG
560
Bleakley Financial Group
New Jersey
$629K -$160K -2,190 -26%
SW
561
Simplicity Wealth
New Jersey
$629K +$456K +6,230 New
WIM
562
Westside Investment Management
California
$627K +$440K +6,000 +12,000%
ACP
563
Aveo Capital Partners
Colorado
$625K +$585K +7,990 New
SAM
564
Shell Asset Management
Netherlands
$624K -$330K -4,510 -37%
SWM
565
Spire Wealth Management
Virginia
$619K -$325K -4,440 -42%
WBC
566
West Branch Capital
Massachusetts
$606K -$293K -4,000 -40%
SIM
567
Stratos Investment Management
Ohio
$606K +$440K +6,000 New
ACM
568
Alpha Capital Management
Texas
$603K +$437K +5,970 New
LNWWM
569
Laird Norton Wetherby Wealth Management
California
$593K +$430K +5,870 New
SAM
570
Sawgrass Asset Management
Florida
$589K -$618K -8,430 -59%
OPWM
571
Oxinas Partners Wealth Management
Indiana
$588K +$426K +5,820 New
BCA
572
Bay Colony Advisors
Massachusetts
$584K -$296K -4,040 -41%
HIC
573
Hartline Investment Corp
Illinois
$584K +$424K +5,780 New
BG
574
Benedetti & Gucer
Georgia
$583K +$423K +5,770 New
NFC
575
Northeast Financial Consultants
Connecticut
$583K +$423K +5,770 New
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