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SMCI

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
801
Mark Sheptoff Financial Planning
Connecticut
$2.11K -$36.1K -756 -95%
MAM
802
Marquette Asset Management
Minnesota
$2.01K +$2K +42 New
TFGT
803
TS Financial Group (TSFG)
Illinois
$2K -$26.3K -550 -92%
BCWM
804
Ball & Co Wealth Management
Tennessee
$2K +$2.39K +50 New
QWM
805
Quaker Wealth Management
New Jersey
$1.97K -$85.9K -1,800 -98%
HHGA
806
Halbert Hargrove Global Advisors
California
$1.97K +$1.96K +41 New
CWP
807
Concord Wealth Partners
Virginia
$1.87K -$47.7K -1,000 -96%
JFGIW
808
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.63K +$1.62K +34 New
TFM
809
TFC Financial Management
Massachusetts
$1.53K -$191 -4 -11%
MPW
810
MASECO Private Wealth
$1.53K – – –
CA
811
Crewe Advisors
Utah
$1.44K +$1.29K +27 +900%
MTIC
812
Missouri Trust & Investment Company
Missouri
$1.44K – – –
CJ
813
Caitlin John
Michigan
$1.44K +$1.43K +30 New
HFS
814
Hughes Financial Services
Virginia
$1.25K – – –
NL
815
NVWM LLC
Pennsylvania
$1.25K – – –
PWA
816
Principia Wealth Advisory
Texas
$1.25K +$48 +1 +4%
SC
817
SouthState Corp
Florida
$1.2K -$3.63K -76 -75%
YAL
818
Your Advocates Ltd
Texas
$1.2K +$1.19K +25 New
TIM
819
Tortoise Investment Management
New York
$1.15K +$48 +1 +4%
TFA
820
Transamerica Financial Advisors
Florida
$1.01K +$1K +21 New
BL
821
BFSG LLC
California
$959 – – –
TCB
822
Texas Capital Bancshares
Texas
$815 +$812 +17 New
BMC
823
Bear Mountain Capital
Washington
$810 +$191 +4 +36%
TWD
824
True Wealth Design
Ohio
$768 -$334 -7 -30%
BGAI
825
Bruce G. Allen Investments
Colorado
$767 +$764 +16 New
31 32
33
34 35