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NuScale Power
SMR

Name Holding Trade Value Shares
Change 		Change in
Stake
OSNBOA
376
Old Second National Bank of Aurora
Illinois
$15.8K +$10K +400 New
AGWCA
377
Annis Gardner Whiting Capital Advisors
Florida
$15.4K +$1.51K +60 +18%
OP
378
ORG Partners
Indiana
$15.3K +$2.01K +80 +23%
BMC
379
Bear Mountain Capital
Washington
$15.1K +$2.51K +100 +50%
CA
380
Clearstead Advisors
Ohio
$13.8K – – –
GSWM
381
Golden State Wealth Management
California
$13.8K – – –
GC
382
Garde Capital
Washington
$13.8K +$8.78K +350 New
GA
383
GoalVest Advisory
New York
$13.6K +$8.61K +343 New
CWP
384
Concord Wealth Partners
Virginia
$12.9K +$8.18K +326 New
SCM
385
Sterling Capital Management
North Carolina
$12.1K +$5.22K +208 +212%
AAS
386
Ameritas Advisory Services
Nebraska
$11.1K +$7.03K +280 New
PMFA
387
Plante Moran Financial Advisors
Michigan
$10.8K +$602 +24 +10%
SC
388
Swan Capital
Florida
$10.5K +$2.89K +115 +77%
CWM
389
Crowley Wealth Management
Delaware
$9.89K -$6.27K -250 -50%
AIM
390
Anchor Investment Management
South Carolina
$9.3K – – –
PP
391
PFS Partners
New Jersey
$8.98K – – –
MIM
392
MTM Investment Management
South Carolina
$8.51K +$5.39K +215 New
VFM
393
Vision Financial Markets
Connecticut
$8.15K +$5.17K +206 New
WIM
394
Westside Investment Management
California
$7.91K -$67.6K -2,695 -93%
MFT
395
Moisand Fitzgerald Tamayo
Florida
$7.91K – – –
CIR
396
Clear Investment Research
Georgia
$7.91K +$5.02K +200 New
HC
397
Hurley Capital
New York
$5.97K – – –
CMA
398
Cedar Mountain Advisors
Oregon
$5.93K – – –
BIG
399
Brooklyn Investment Group
New York
$4.43K +$2.81K +112 New
VWWMG
400
Vermillion & White Wealth Management Group
Pennsylvania
$4.27K +$2.71K +108 New
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16
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