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SMCI

Name Holding Trade Value Shares
Change 		Change in
Stake
CJH
726
Christopher J. Hasenberg
Wisconsin
$1.72K +$1.86K +49 New
MAFA
727
MJT & Associates Financial Advisory
Minnesota
$1.54K +$1.71K +45 New
CT
728
Colonial Trust
South Carolina
$1.37K +$1.14K +30 +300%
CWP
729
Concord Wealth Partners
Virginia
$1.33K – – –
PWA
730
Principia Wealth Advisory
Texas
$1.06K +$493 +13 +81%
NL
731
NVWM LLC
Pennsylvania
$1.06K -$190 -5 -14%
MTIC
732
Missouri Trust & Investment Company
Missouri
$1.03K +$1.14K +30 New
TCA
733
Trifecta Capital Advisors
Illinois
$959 +$1.06K +28 New
AP
734
Aspect Partners
Virginia
$924 +$1.02K +27 New
MCM
735
Manchester Capital Management
Vermont
$891 +$76 +2 +8%
OP
736
ORG Partners
Indiana
$876 +$949 +25 New
WCM
737
WealthTrak Capital Management
Virginia
$856 +$569 +15 +150%
BL
738
BFSG LLC
California
$685 – – –
VWA
739
Valued Wealth Advisors
Utah
$617 -$341 -9 -33%
TFM
740
TFC Financial Management
Massachusetts
$583 +$645 +17 New
WPA
741
West Paces Advisors
Georgia
$582 +$645 +17 New
RWM
742
Rialto Wealth Management
New York
$411 +$455 +12 New
BMC
743
Bear Mountain Capital
Washington
$386 – – –
TWD
744
True Wealth Design
Ohio
$377 +$228 +6 +120%
JFGIW
745
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$343 – – –
SSB
746
Sandy Spring Bank
Maryland
$343 – – –
BCH
747
Berkshire Capital Holdings
California
$342 – – –
RWM
748
Raffa Wealth Management
District of Columbia
$342 – – –
CAM
749
Chesapeake Asset Management
New York
$342 +$379 +10 New
OCM
750
Osterweis Capital Management
California
$342 +$379 +10 New
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