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SMCI

Name Holding Trade Value Shares
Change 		Change in
Stake
API
651
Asset Planning Inc
California
$8.8K – – –
WWM
652
Wolff Wiese Magana
California
$8.8K +$1.11K +35 +13%
C
653
Covestor
United Kingdom
$8K +$191 +6 +2%
BAM
654
Byrne Asset Management
New Jersey
$7.92K +$8.6K +270 New
APFP
655
Action Point Financial Planning
Michigan
$7.33K +$8.03K +252 New
CCMW
656
Cypress Capital Management (Wyoming)
Wyoming
$7.33K – – –
MFT
657
Moisand Fitzgerald Tamayo
Florida
$7.33K – – –
PTC
658
Private Trust Company
Ohio
$7.01K -$1.94K -61 -20%
SWP
659
Strategic Wealth Partners
Ohio
$6.95K – – –
SAS
660
Spurstone Advisory Services
Connecticut
$6.91K +$7.96K +250 New
IRC
661
Investors Research Corp
Georgia
$6.25K +$414 +13 +7%
CFO
662
CVA Family Office
Colorado
$5.89K -$10.2K -319 -61%
CWA
663
Carolina Wealth Advisors
South Carolina
$5.87K – – –
NECFA
664
New England Capital Financial Advisors
Connecticut
$5.87K – – –
Q1WB
665
Quest 10 Wealth Builders
Virginia
$5.25K – – –
AIC
666
Archer Investment Corporation
Indiana
$5.16K +$3.38K +106 +151%
CFM
667
Cornerstone Financial Management
Massachusetts
$5.13K +$3.31K +104 +146%
RBC
668
Roble Belko & Company
Pennsylvania
$5K – – –
BCWM
669
Bartlett & Co Wealth Management
Ohio
$4.52K +$1.34K +42 +38%
GCP
670
Gill Capital Partners
Colorado
$4.4K – – –
PP
671
PFS Partners
New Jersey
$4.4K – – –
TM
672
Torren Management
California
$4.34K +$319 +10 +7%
SEP
673
Signature Equity Partners
Ohio
$4.22K +$382 +12 +9%
CA
674
Crewe Advisors
Utah
$4.02K +$3.19K +100 +270%
CFFP
675
Center for Financial Planning
Michigan
$3.81K – – –
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