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SMCI

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
751
Ascent Group
Virginia
$319K -$36.8K -430 -10%
OAM
752
Ostrum Asset Management
France
$311K -$23.9K -280 -7%
CAI
753
Capital Advisors Inc
Oklahoma
$311K +$325K +3,800 New
KCM
754
Kathmere Capital Management
Pennsylvania
$311K +$15.4K +180 +5%
MAG
755
MRA Advisory Group
New Jersey
$306K +$320K +3,740 New
HIP
756
HUB Investment Partners
Texas
$306K +$50.4K +590 +19%
PA
757
Parallel Advisors
California
$306K +$119K +1,390 +59%
MGIA
758
Moneta Group Investment Advisors
Missouri
$302K +$315K +3,690 New
SIS
759
Sound Income Strategies
Florida
$301K +$226K +2,640 +256%
DCM
760
DGS Capital Management
New Jersey
$298K +$35K +410 +13%
TCM
761
Twin Capital Management
Pennsylvania
$298K +$311K +3,640 New
BCI
762
Brinker Capital Investments
Pennsylvania
$297K -$226K -2,640 -42%
OPS
763
Orion Portfolio Solutions
Nebraska
$297K -$226K -2,640 -42%
DFCM
764
Dark Forest Capital Management
Puerto Rico
$284K +$297K +3,470 New
WFA
765
WMG Financial Advisors
Tennessee
$283K -$855 -10 -0.3%
ACA
766
Aptus Capital Advisors
Alabama
$282K +$53.9K +630 +22%
GAG
767
GM Advisory Group
New York
$279K +$291K +3,410 New
WA1
768
Wimmer Associates 1
California
$279K +$291K +3,410 New
NWM
769
Northwest Wealth Management
Iowa
$279K +$291K +3,400 New
WMP
770
Wealth Management Partners
Arizona
$277K +$289K +3,380 New
SIM
771
Seaview Investment Managers
Florida
$272K +$284K +3,320 New
MLM
772
Mount Lucas Management
Pennsylvania
$271K +$283K +3,310 New
BJL
773
Brighton Jones LLC
Washington
$270K +$281K +3,290 New
PCG
774
Prosperity Consulting Group
Maryland
$270K -$83.8K -980 -23%
OPWM
775
Oakwell Private Wealth Management
Texas
$270K +$20.5K +240 +8%
29 30
31
32 33