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SMCI

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
651
Winch Advisory Services
Wisconsin
$6.91K – – –
SFG
652
Strive Financial Group
Indiana
$6.29K +$8.85K +215 New
CWA
653
Carolina Wealth Advisors
South Carolina
$5.85K – – –
HNB
654
Hilltop National Bank
Wyoming
$5.85K – – –
IRC
655
Investors Research Corp
Georgia
$5.85K – – –
NECFA
656
New England Capital Financial Advisors
Connecticut
$5.85K – – –
FDW
657
Fourth Dimension Wealth
Ohio
$5.56K -$8.23K -200 -51%
FFO
658
Fortitude Family Office
Arizona
$5.47K +$1.11K +27 +17%
WT
659
Whittier Trust
California
$5.13K +$6.92K +168 New
RBC
660
Roble Belko & Company
Pennsylvania
$5K +$3.38K +82 +114%
MCM
661
Manchester Capital Management
Vermont
$4.63K -$288 -7 -4%
GAG
662
Goodman Advisory Group
Massachusetts
$4.39K – – –
PP
663
PFS Partners
New Jersey
$4.39K – – –
BAM
664
Byrne Asset Management
New Jersey
$4.39K +$6.18K +150 New
TFGT
665
TS Financial Group (TSFG)
Illinois
$4K +$4.12K +100 +200%
CFFP
666
Center for Financial Planning
Michigan
$3.81K – – –
JFG
667
JDM Financial Group
Texas
$3.51K – – –
AFC
668
Ares Financial Consulting
California
$3.51K +$4.94K +120 New
AP
669
Aspect Partners
Virginia
$3.48K +$1.03K +25 +27%
SIS
670
Strategic Investment Solutions
Illinois
$3.22K -$41.2K -1,000 -90%
HFS
671
Horizon Financial Services
North Carolina
$3.22K – – –
HHMI
672
Howard Hughes Medical Institute
Maryland
$3.16K – – –
GWP
673
Gen-Wealth Partners
Michigan
$3.13K -$93.9K -2,280 -96%
PWA
674
Physician Wealth Advisors
Utah
$3.04K +$1.03K +25 +32%
IIM
675
IFC & Insurance Marketing
California
$3K +$4.12K +100 New
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