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SMCI

Name Holding Trade Value Shares
Change 		Change in
Stake
WETS
651
Wealth Enhancement Trust Services
South Dakota
$1.27K -$8.55K -285 -84%
CPG
652
Cornerstone Planning Group
New Jersey
$1.14K +$600 +20 +95%
TWD
653
True Wealth Design
Ohio
$1.12K +$540 +18 +58%
WT
654
Whittier Trust
California
$1.06K -$3.6K -120 -71%
ACA
655
Atlas Capital Advisors
Wyoming
$1.05K -$19.3K -643 -93%
CT
656
Clearstead Trust
Maine
$1.02K +$780 +26 +137%
CAL
657
Capital Advisors Ltd
Ohio
$1K -$630 -21 -25%
BCWM
658
Ball & Co Wealth Management
Tennessee
$1K – – –
AP
659
Aspect Partners
Virginia
$934 -$2.34K -78 -66%
RWM
660
Rialto Wealth Management
New York
$866 +$1.05K +35 +1,167%
CA
661
Crewe Advisors
Utah
$843 -$240 -8 -18%
PPC
662
Park Place Capital
Alabama
$842 -$660 -22 -37%
YAL
663
Your Advocates Ltd
Texas
$797 +$300 +10 +40%
MPW
664
MASECO Private Wealth
$729 – – –
BMC
665
Bear Mountain Capital
Washington
$711 +$180 +6 +32%
QWM
666
Quaker Wealth Management
New Jersey
$684 -$180 -6 -17%
FW
667
Fairway Wealth
Ohio
$683 – – –
MCA
668
McGuire Capital Advisors
Oklahoma
$683 – – –
MTIC
669
Missouri Trust & Investment Company
Missouri
$683 – – –
SHIM
670
Stone House Investment Management
Pennsylvania
$683 – – –
VWA
671
Valued Wealth Advisors
Utah
$593 -$1.08K -36 -58%
WTC
672
WhitTier Trust Company
Nevada
$551 +$480 +16 +178%
DPW
673
DiNuzzo Private Wealth
Pennsylvania
$547 +$60 +2 +9%
NB
674
NBT Bank
New York
$546 +$720 +24 New
IPS
675
Investors Portfolio Services
Washington
$488 +$450 +15 New
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