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SMCI

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