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SMCI

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
551
MassMutual Private Wealth & Trust
Connecticut
$60K -$16.8K -409 -17%
SWA
552
SOA Wealth Advisors
New York
$58.4K -$8.93K -217 -10%
AGWCA
553
Annis Gardner Whiting Capital Advisors
Florida
$57.8K +$70.7K +1,716 +660%
CLOS
554
Compagnie Lombard Odier SCmA
Switzerland
$52.7K – – –
UB
555
UMB Bank
Missouri
$51.5K +$12.9K +314 +22%
BP
556
BNP Paribas
France
$46.8K +$65.9K +1,600 New
SS
557
Sunbelt Securities
Texas
$46.5K -$11.5K -280 -15%
JWA
558
JFS Wealth Advisors
Pennsylvania
$45.4K +$988 +24 +2%
VC
559
Vestor Capital
Illinois
$44K -$61.8K -1,500 -75%
BWM
560
Benson Wealth Management
Tennessee
$41.9K +$58.9K +1,430 New
OL
561
OneFund LLC
Florida
$40.5K +$5.02K +122 +10%
CH
562
Cromwell Holdings
Wyoming
$39.7K -$15.9K -385 -22%
AW
563
Avion Wealth
Texas
$39K +$1.15K +28 +2%
BTI
564
Blue Trust Inc
Georgia
$38.4K +$8.81K +214 +19%
BBHC
565
Brown Brothers Harriman & Co
New York
$37.8K -$32.7K -794 -38%
TM
566
Torren Management
California
$37.6K +$52.9K +1,286 New
NSIM
567
North Star Investment Management
Illinois
$37.5K – – –
PWS
568
Peterson Wealth Services
Utah
$37.3K +$38.4K +933 +274%
SIM
569
Sentry Investment Management
Wisconsin
$37K – – –
PWMG
570
Prestige Wealth Management Group
New Jersey
$36.6K – – –
TIM
571
Thompson Investment Management
Wisconsin
$36K -$7.62K -185 -13%
APW
572
Aventura Private Wealth
Florida
$34.8K – – –
SEP
573
Signature Equity Partners
Ohio
$32.5K +$45.7K +1,110 New
VCM
574
Versant Capital Management
Arizona
$32.2K -$22.8K -553 -33%
AF
575
Advisornet Financial
Minnesota
$31.3K -$412 -10 -0.9%
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