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SMCI

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
651
Gen-Wealth Partners
Michigan
$117K – – –
GM
652
GeoWealth Management
Illinois
$116K +$91.5K +2,374 New
PWMG
653
Prestige Wealth Management Group
New Jersey
$110K -$19.7K -511 -19%
SWA
654
SOA Wealth Advisors
New York
$108K -$10.9K -283 -11%
MPWT
655
MassMutual Private Wealth & Trust
Connecticut
$106K -$8.83K -229 -10%
AIM
656
Anchor Investment Management
South Carolina
$104K -$28.9K -750 -26%
AAM
657
Advisors Asset Management
Colorado
$94.1K +$30.1K +780 +68%
NSIM
658
North Star Investment Management
Illinois
$92.1K +$26.2K +680 +57%
QWM
659
Quaker Wealth Management
New Jersey
$90.2K +$71K +1,841 New
CLOS
660
Compagnie Lombard Odier SCmA
Switzerland
$88.2K +$34.7K +900 +100%
HFM
661
Harvest Fund Management
China
$88K -$415K -10,759 -86%
GSWM
662
Golden State Wealth Management
California
$87K – – –
CH
663
Cromwell Holdings
Wyoming
$85.4K +$2.31K +60 +4%
VCM
664
Versant Capital Management
Arizona
$77.4K +$15.5K +401 +34%
BTI
665
Blue Trust Inc
Georgia
$76.3K +$8.32K +216 +16%
SIM
666
Sentry Investment Management
Wisconsin
$76K – – –
MSE
667
MUFG Securities EMEA
United Kingdom
$74.3K +$58.5K +1,517 New
CYG
668
Clean Yield Group
Vermont
$73.5K – – –
EPIMS
669
Evelyn Partners Investment Management Services
$72.5K – – –
VC
670
Vestor Capital
Illinois
$70K -$127K -3,287 -93%
UB
671
UMB Bank
Missouri
$68.8K -$1.16K -30 -2%
CWM
672
CarsonAllaria Wealth Management
Illinois
$65.9K +$2.89K +75 +6%
TFA
673
Toth Financial Advisory
Virginia
$65.4K +$12.9K +335 +34%
TIM
674
Thompson Investment Management
Wisconsin
$64.9K +$51.1K +1,325 New
OL
675
OneFund LLC
Florida
$61K +$48.3K +1,253 New
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