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SMCI

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWA
701
Marshall & Sterling Wealth Advisors
New York
$3.77K +$4.17K +110 New
MIM
702
Marshall Investment Management
Colorado
$3.66K +$4.06K +107 New
BF
703
BOK Financial
Oklahoma
$3.42K – – –
CWM
704
Centricity Wealth Management
Ohio
$3.42K – – –
CTA
705
Colonial Trust Advisors
South Carolina
$3.42K – – –
CBT
706
Crews Bank & Trust
Florida
$3.42K – – –
ICM
707
Islay Capital Management
Texas
$3.42K – – –
RMP
708
Richards, Merrill & Peterson
Washington
$3.42K – – –
SHIM
709
Stone House Investment Management
Pennsylvania
$3.42K +$3.79K +100 New
RA
710
Ransom Advisory
Rhode Island
$3.08K -$26.9K -710 -89%
FFA
711
Frazier Financial Advisors
Ohio
$3.08K – – –
AWM
712
Abound Wealth Management
Tennessee
$2.91K -$607 -16 -16%
PWMG
713
Private Wealth Management Group
New Jersey
$2.91K -$569 -15 -15%
FCAS
714
First Command Advisory Services
Texas
$2.74K +$3.04K +80 New
CT
715
Clearstead Trust
Maine
$2.71K +$3K +79 New
MWA
716
Medallion Wealth Advisors
Connecticut
$2.63K -$9.49K -250 -77%
HFS
717
Hughes Financial Services
Virginia
$2.59K +$2.81K +74 New
SWIM
718
Smallwood Wealth Investment Management
New Jersey
$2.46K +$2.73K +72 New
HIA
719
Harbor Investment Advisory
Maryland
$2.43K – – –
SO
720
Sierra Ocean
California
$2.43K +$379 +10 +16%
FFO
721
Fortitude Family Office
Arizona
$2.4K – – –
RBC
722
Roble Belko & Company
Pennsylvania
$2K +$1.4K +37 +176%
CAL
723
Capital Advisors Ltd
Ohio
$2K +$2.47K +65 New
DF
724
Dunhill Financial
United Kingdom
$1.94K +$645 +17 +43%
CPG
725
Cornerstone Planning Group
New Jersey
$1.74K +$1.67K +44 +489%
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