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SMCI

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
551
Root Financial Partners
California
$17.7K +$7.74K +258 +50%
TFIPS
552
Towarzystwo Funduszy Inwestycyjnych PZU SA
$17.1K – – –
ISWM
553
Intesa Sanpaolo Wealth Management
$15.8K +$11.9K +395 +132%
ZBNA
554
Zions Bancorporation, National Association
Utah
$15.7K -$150 -5 -0.7%
EA
555
Emerald Advisers
Pennsylvania
$15.3K -$223K -7,427 -92%
NF
556
Napier Financial
Massachusetts
$15.1K +$19.9K +664 New
AUB
557
Atlantic Union Bankshares
Virginia
$15.1K +$19.9K +663 New
W
558
WealthCollab
Washington
$14.1K -$3.54K -118 -16%
JEST
559
JTC Employer Solutions Trustee
Jersey
$14K – – –
CTC
560
Central Trust Company
Missouri
$13.7K – – –
EDRH
561
Edmond de Rothschild Holding
Switzerland
$13.7K – – –
PWA
562
Portus Wealth Advisors
North Carolina
$13.5K +$17.9K +595 New
HBW
563
Hazlett, Burt & Watson
West Virginia
$13K -$2.55K -85 -13%
CIAM
564
Caitong International Asset Management
Hong Kong
$12.8K -$985K -32,833 -98%
OWP
565
ORG Wealth Partners
Texas
$12.7K – – –
MMCM
566
Murphy & Mullick Capital Management
New York
$12.4K -$13.8K -460 -46%
AAG
567
Armstrong Advisory Group
Massachusetts
$12.3K +$1.62K +54 +11%
CFO
568
CVA Family Office
Colorado
$11.8K +$8.4K +280 +117%
APW
569
Aventura Private Wealth
Florida
$11.6K -$20.4K -680 -57%
BW
570
Basepoint Wealth
Iowa
$11.4K – – –
BFS
571
Burkett Financial Services
South Carolina
$11.4K – – –
HWA
572
HHM Wealth Advisors
Tennessee
$11.4K +$7.05K +235 +89%
MO
573
McMillan Office
Michigan
$11.4K +$15K +500 New
AGWCA
574
Annis Gardner Whiting Capital Advisors
Florida
$10.4K -$45.6K -1,519 -77%
LWCFA
575
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10.1K – – –
21 22
23
24 25