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NuScale Power
SMR

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
351
CrossGen Wealth
North Carolina
$15K +$30.3K +1,058 New
BFS
352
Burkett Financial Services
South Carolina
$15K -$1.2K -42 -4%
SN
353
Sittner & Nelson
Oregon
$14.9K +$10K +350 +70%
PWPS
354
Pinnacle Wealth Planning Services
Ohio
$14.5K +$29.2K +1,020 New
S
355
SignatureFD
Georgia
$13.8K -$5.69K -199 -17%
ITIM
356
Indiana Trust & Investment Management
Indiana
$13.5K – – –
TFA
357
Toth Financial Advisory
Virginia
$13K -$27.5K -960 -51%
1IA
358
1620 Investment Advisors
Massachusetts
$12K – – –
TWM
359
Tripletail Wealth Management
Florida
$12K +$18.6K +650 +325%
SCM
360
Sterling Capital Management
North Carolina
$12K +$15.4K +539 +176%
ATC
361
Adirondack Trust Company
New York
$11.7K +$4.15K +145 +21%
BMC
362
Bear Mountain Capital
Washington
$11.3K +$8.58K +300 +100%
GI
363
GAMMA Investing
California
$11K -$1.86K -65 -8%
MCA
364
McGuire Capital Advisors
Oklahoma
$10.9K +$21.9K +766 New
SC
365
Solstein Capital
California
$10.6K +$21.5K +750 New
TCM
366
Triumph Capital Management
Colorado
$10.5K +$21.2K +740 New
EWM
367
Evermay Wealth Management
Virginia
$9.92K – – –
CSC
368
Caldwell Sutter Capital
California
$8.86K +$17.9K +625 New
KFI
369
Key Financial Inc
Pennsylvania
$7.79K – – –
AGWCA
370
Annis Gardner Whiting Capital Advisors
Florida
$7.78K +$4.15K +145 +36%
FMP
371
Financial Management Professionals
Texas
$7.42K -$77.1K -2,695 -84%
PFBT
372
Parkside Financial Bank & Trust
Missouri
$7.28K +$6.95K +243 +90%
SWM
373
SHP Wealth Management
Massachusetts
$7.24K +$14.6K +511 New
GA
374
GoalVest Advisory
New York
$7.13K – – –
FC
375
Fairscale Capital
New Hampshire
$7.08K +$14.3K +500 New
13 14
15
16 17