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NuScale Power

Name Holding Trade Value Shares
Change
Change in
Stake
LA
251
Legacy Advisors
Pennsylvania
$186K
VFA
252
Valeo Financial Advisors
Indiana
$186K +$376K +13,134 New
Bank of Montreal
253
Bank of Montreal
Ontario, Canada
$185K -$4.44M -155,079 -92%
BMCM
254
Black Maple Capital Management
Wisconsin
$184K +$372K +13,000 New
OA
255
Operose Advisors
Wisconsin
$184K +$333K +11,631 +860%
IAA
256
Independent Advisor Alliance
North Carolina
$182K -$661K -23,122 -64%
Man Group
257
Man Group
United Kingdom
$181K +$366K +12,800 New
PNC Financial Services Group
258
PNC Financial Services Group
Pennsylvania
$181K +$126K +4,401 +52%
MA
259
Modus Advisors
Minnesota
$179K +$360K +12,601 New
Public Employees Retirement Association of Colorado
260
Public Employees Retirement Association of Colorado
Colorado
$178K
HA
261
Harbor Advisors
Florida
$177K +$358K +12,500 New
SSG
262
Summit Securities Group
New York
$177K +$358K +12,500 New
WAP
263
Wealthcare Advisory Partners
Pennsylvania
$176K +$120K +4,179 +51%
GJWM
264
Gilliland Jeter Wealth Management
Arkansas
$174K +$352K +12,309 New
WWM
265
Wolff Wiese Magana
California
$174K -$8.27K -289 -2%
VRS
266
Virginia Retirement Systems
Virginia
$174K +$352K +12,300 New
Allspring Global Investments
267
Allspring Global Investments
North Carolina
$172K -$27.4K -958 -8%
VVP
268
Venture Visionary Partners
Ohio
$171K -$1.08M -37,858 -76%
PFPG
269
Pinnacle Financial Partners (Georgia)
Georgia
$170K +$344K +12,024 New
US Bancorp
270
US Bancorp
Minnesota
$170K -$15K -526 -4%
UCFA
271
United Capital Financial Advisors
Texas
$168K +$129K +4,518 +61%
Vanguard Personalized Indexing Management
272
Vanguard Personalized Indexing Management
California
$168K -$12K -420 -3%
CAPTRUST Financial Advisors
273
CAPTRUST Financial Advisors
North Carolina
$162K -$210K -7,341 -39%
PI
274
PFG Investments
New York
$160K +$324K +11,317 New
CAM
275
Concorde Asset Management
Michigan
$160K +$112K +3,930 +53%