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SMCI

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
726
Ball & Co Wealth Management
Tennessee
$1K – – –
CJ
727
Caitlin John
Michigan
$880 -$1.02K -32 -52%
FW
728
Fairway Wealth
Ohio
$880 – – –
BMC
729
Bear Mountain Capital
Washington
$838 +$159 +5 +20%
TC
730
Trust Company
Kansas
$821 +$892 +28 New
FFO
731
Fortitude Family Office
Arizona
$763 -$6.12K -192 -88%
VWA
732
Valued Wealth Advisors
Utah
$734 -$32 -1 -4%
VNA
733
Valley National Advisers
Pennsylvania
$734 +$796 +25 New
PGAM
734
Princeton Global Asset Management
New Jersey
$733 +$796 +25 New
NB
735
NBT Bank
New York
$704 – – –
CT
736
Colonial Trust
South Carolina
$675 +$414 +13 +130%
IAS
737
IMA Advisory Services
Colorado
$675 +$733 +23 New
WSFS
738
Wilmington Savings Fund Society
Delaware
$616 +$669 +21 New
AFC
739
Ares Financial Consulting
California
$587 -$3.19K -100 -83%
BL
740
BFSG LLC
California
$587 – – –
GWP
741
Gen-Wealth Partners
Michigan
$587 – – –
GSEP
742
Golden State Equity Partners
California
$586 -$465K -14,600 -100%
MNA
743
Manning & Napier Advisors
New York
$507 +$573 +18 New
SC
744
SouthState Corp
Florida
$470 – – –
GIA
745
GHP Investment Advisors
Colorado
$440 – – –
IPS
746
Investors Portfolio Services
Washington
$440 – – –
1CP
747
1015 Capital Partners
Pennsylvania
$411 -$127 -4 -22%
PWA
748
Provenance Wealth Advisors
Florida
$411 +$446 +14 New
APW
749
Allied Private Wealth
Florida
$363 +$382 +12 New
QWM
750
Quaker Wealth Management
New Jersey
$323 -$605 -19 -63%
28 29
30
31 32