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NuScale Power

Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
276
Capital Advisors Wealth Management
Washington
$297K
SSWM
277
Sheets Smith Wealth Management
North Carolina
$296K
WAP
278
Wealthcare Advisory Partners
Pennsylvania
$296K +$59.1K +1,484 +22%
FFO
279
Fortitude Family Office
Arizona
$294K
SIG
280
Stonegate Investment Group
Alabama
$293K +$84.7K +2,125 +35%
WTG
281
West Tower Group
Virginia
$288K +$319K +8,000 New
SWM
282
Spire Wealth Management
Virginia
$287K +$136K +3,413 +75%
Mackenzie Financial
283
Mackenzie Financial
Ontario, Canada
$287K +$318K +7,984 New
IAS
284
Insigneo Advisory Services
Florida
$286K +$317K +7,949 New
DC
285
Davenport & Co
Virginia
$285K +$315K +7,910 New
CAM
286
Concorde Asset Management
Michigan
$284K +$293K +7,350 New
DFCM
287
Dark Forest Capital Management
Puerto Rico
$281K +$311K +7,807 New
BCM
288
Brookstone Capital Management
Illinois
$281K -$126K -3,150 -29%
AWM
289
Apollon Wealth Management
South Carolina
$278K +$308K +7,727 New
FWCM
290
Ferguson Wellman Capital Management
Oregon
$277K
Balyasny Asset Management
291
Balyasny Asset Management
Illinois
$276K -$2.51M -63,062 -89%
CCA
292
Cadent Capital Advisors
Oklahoma
$275K -$889K -22,313 -74%
QCM
293
Quantinno Capital Management
New York
$275K +$305K +7,647 New
EF
294
Empowered Funds
Pennsylvania
$271K -$69.3K -1,740 -19%
JJBC
295
James J. Burns & Company
New York
$271K +$300K +7,530 New
NP
296
NorthRock Partners
Minnesota
$270K +$299K +7,500 New
VCM
297
Voleon Capital Management
California
$270K -$117K -2,925 -28%
PAA
298
Peregrine Asset Advisers
Oregon
$268K -$72.8K -1,827 -20%
UCFA
299
United Capital Financial Advisors
Texas
$265K +$85.5K +2,145 +41%
OIA
300
Optimum Investment Advisors
Illinois
$254K +$281K +7,063 New