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SMCI

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
551
Intesa Sanpaolo Wealth Management
$15.8K +$11.9K +395 +132%
ZBNA
552
Zions Bancorporation, National Association
Utah
$15.7K -$150 -5 -0.7%
EA
553
Emerald Advisers
Pennsylvania
$15.3K -$223K -7,427 -92%
NF
554
Napier Financial
Massachusetts
$15.1K +$19.9K +664 New
AUB
555
Atlantic Union Bankshares
Virginia
$15.1K +$19.9K +663 New
W
556
WealthCollab
Washington
$14.1K -$3.54K -118 -16%
JEST
557
JTC Employer Solutions Trustee
Jersey
$14K – – –
CTC
558
Central Trust Company
Missouri
$13.7K – – –
EDRH
559
Edmond de Rothschild Holding
Switzerland
$13.7K – – –
PWA
560
Portus Wealth Advisors
North Carolina
$13.5K +$17.9K +595 New
HBW
561
Hazlett, Burt & Watson
West Virginia
$13K -$2.55K -85 -13%
CIAM
562
Caitong International Asset Management
Hong Kong
$12.8K -$985K -32,833 -98%
OWP
563
ORG Wealth Partners
Texas
$12.7K – – –
MMCM
564
Murphy & Mullick Capital Management
New York
$12.4K -$13.8K -460 -46%
AAG
565
Armstrong Advisory Group
Massachusetts
$12.3K +$1.62K +54 +11%
CFO
566
CVA Family Office
Colorado
$11.8K +$8.4K +280 +117%
APW
567
Aventura Private Wealth
Florida
$11.6K -$20.4K -680 -57%
BW
568
Basepoint Wealth
Iowa
$11.4K – – –
BFS
569
Burkett Financial Services
South Carolina
$11.4K – – –
HWA
570
HHM Wealth Advisors
Tennessee
$11.4K +$7.05K +235 +89%
MO
571
McMillan Office
Michigan
$11.4K +$15K +500 New
AGWCA
572
Annis Gardner Whiting Capital Advisors
Florida
$10.4K -$45.6K -1,519 -77%
LWCFA
573
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10.1K – – –
IWM
574
IMG Wealth Management
Florida
$9.11K -$4.29K -143 -26%
OW
575
Olistico Wealth
Oklahoma
$9.11K – – –
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