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SMCI

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
726
Valued Wealth Advisors
Utah
$734 -$32 -1 -4%
VNA
727
Valley National Advisers
Pennsylvania
$734 +$796 +25 New
PGAM
728
Princeton Global Asset Management
New Jersey
$733 +$796 +25 New
NB
729
NBT Bank
New York
$704 – – –
CT
730
Colonial Trust
South Carolina
$675 +$414 +13 +130%
IAS
731
IMA Advisory Services
Colorado
$675 +$733 +23 New
WSFS
732
Wilmington Savings Fund Society
Delaware
$616 +$669 +21 New
AFC
733
Ares Financial Consulting
California
$587 -$3.19K -100 -83%
BL
734
BFSG LLC
California
$587 – – –
GWP
735
Gen-Wealth Partners
Michigan
$587 – – –
GSEP
736
Golden State Equity Partners
California
$586 -$465K -14,600 -100%
MNA
737
Manning & Napier Advisors
New York
$507 +$573 +18 New
SC
738
SouthState Corp
Florida
$470 – – –
GIA
739
GHP Investment Advisors
Colorado
$440 – – –
IPS
740
Investors Portfolio Services
Washington
$440 – – –
1CP
741
1015 Capital Partners
Pennsylvania
$411 -$127 -4 -22%
PWA
742
Provenance Wealth Advisors
Florida
$411 +$446 +14 New
APW
743
Allied Private Wealth
Florida
$363 +$382 +12 New
QWM
744
Quaker Wealth Management
New Jersey
$323 -$605 -19 -63%
BHWM
745
Bay Harbor Wealth Management
Maryland
$323 -$319 -10 -48%
DCM
746
Davis Capital Management
Florida
$323 +$350 +11 New
BWM
747
Bernard Wealth Management
Michigan
$294 – – –
AWA
748
Acumen Wealth Advisors
Tennessee
$294 +$319 +10 New
BCH
749
Berkshire Capital Holdings
California
$293 – – –
T
750
Tidemark
California
$293 +$32 +1 +11%
28 29
30
31 32