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SMCI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
601
Coldstream Capital Management
Washington
$615K -$131K -1,530 -17%
SCM
602
Silvant Capital Management
Georgia
$608K – – –
MUMSS
603
Mitsubishi UFJ Morgan Stanley Securities
Japan
$608K +$634K +7,420 New
CL
604
Choreo LLC
Illinois
$607K +$637K +7,450 New
VAM
605
Vienna Asset Management
California
$606K +$431K +5,040 +214%
CFO
606
Collective Family Office
Pennsylvania
$606K +$180K +2,110 +40%
CWM
607
Circle Wealth Management
New Jersey
$599K +$399K +4,670 +177%
IA
608
Inspire Advisors
Idaho
$596K -$1.1M -12,860 -64%
SAM
609
Secure Asset Management
Michigan
$593K +$429K +5,020 +226%
AWM
610
Avior Wealth Management
Nebraska
$592K +$220K +2,570 +55%
JIC
611
Johnson Investment Counsel
Ohio
$591K +$616K +7,210 New
AAS
612
Ameritas Advisory Services
Nebraska
$588K -$13.7K -160 -2%
QFA
613
Quantum Financial Advisors
California
$588K – – –
HCM
614
Hodges Capital Management
Texas
$574K -$98.3K -1,150 -14%
HH
615
Hilltop Holdings
Texas
$574K +$154K +1,800 +35%
SIS
616
Susquehanna International Securities
Ireland
$574K +$598K +7,000 New
AAIS
617
ABN AMRO Investment Solutions
$571K +$596K +6,970 New
HCM
618
HMS Capital Management
Tennessee
$565K – – –
FAIM
619
Financial Advocates Investment Management
Washington
$560K – – –
CL
620
CSS LLC
Illinois
$559K +$327K +3,820 +127%
GJIA
621
Glass Jacobson Investment Advisors
Maryland
$557K +$13.7K +160 +2%
BFG
622
Bleakley Financial Group
New Jersey
$552K +$43.6K +510 +8%
SW
623
Simplicity Wealth
New Jersey
$552K +$43.6K +510 +8%
PAM
624
Panagora Asset Management
Massachusetts
$549K -$29M -339,450 -98%
PWA
625
Providence Wealth Advisors
Illinois
$540K +$5.13K +60 +0.9%
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