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SMCI

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
776
Crews Bank & Trust
Florida
$4.9K – – –
ICM
777
Islay Capital Management
Texas
$4.9K – – –
BCM
778
Berbice Capital Management
New York
$4.9K +$3.85K +100 New
MIM
779
MTM Investment Management
South Carolina
$4.9K +$3.85K +100 New
FFA
780
Frazier Financial Advisors
Ohio
$4.41K – – –
SO
781
Sierra Ocean
California
$4.41K +$732 +19 +27%
CPG
782
Cornerstone Planning Group
New Jersey
$4.35K +$886 +23 +43%
PWMG
783
Private Wealth Management Group
New Jersey
$4.17K – – –
CT
784
Clearstead Trust
Maine
$4.17K +$231 +6 +8%
HIA
785
Harbor Investment Advisory
Maryland
$3.63K +$116 +3 +4%
CIAS
786
CBIZ Investment Advisory Services
Ohio
$3.63K +$2.85K +74 New
MWA
787
Medallion Wealth Advisors
Connecticut
$3.54K – – –
SWIM
788
Smallwood Wealth Investment Management
New Jersey
$3.53K – – –
BWM
789
Bernard Wealth Management
Michigan
$3.43K -$38.5K -1,000 -93%
SWP
790
Strategic Wealth Partners
Ohio
$3.43K +$2.7K +70 New
KG
791
Kilter Group
New York
$3.19K +$2.5K +65 New
RWM
792
Raffa Wealth Management
District of Columbia
$3.14K +$2.08K +54 +540%
FHA
793
First Horizon Advisors
Tennessee
$3.1K -$55.6K -1,442 -96%
RBC
794
Roble Belko & Company
Pennsylvania
$3K +$116 +3 +5%
MAFA
795
MJT & Associates Financial Advisory
Minnesota
$2.94K +$578 +15 +33%
AWM
796
Abound Wealth Management
Tennessee
$2.79K -$1.08K -28 -33%
VWA
797
Valued Wealth Advisors
Utah
$2.5K +$1.27K +33 +183%
PS
798
Pinney & Scofield
Massachusetts
$2.45K +$1.93K +50 New
WFA
799
West Financial Advisors
Iowa
$2.45K +$1.93K +50 New
TPW
800
Talon Private Wealth
Florida
$2.45K +$1.93K +50 New
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