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NuScale Power
SMR

Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
376
Indiana Trust & Investment Management
Indiana
$34.2K +$37.9K +950 New
RDFA
377
Ritter Daniher Financial Advisory
Ohio
$33K -$8.93K -224 -20%
1IA
378
1620 Investment Advisors
Massachusetts
$30.6K – – –
GI
379
GAMMA Investing
California
$30.2K +$5.1K +128 +18%
EWM
380
Evermay Wealth Management
Virginia
$25.2K – – –
OWP
381
ORG Wealth Partners
Texas
$25.2K – – –
NRG
382
Nemes Rush Group
Michigan
$25.2K +$27.9K +700 New
SA
383
Strategic Advocates
Utah
$25.1K +$27.8K +697 New
CI
384
CX Institutional
Indiana
$25K +$27.9K +700 New
ATC
385
Adirondack Trust Company
New York
$24.5K +$27.1K +680 New
SWIM
386
Smallwood Wealth Investment Management
New Jersey
$21.6K – – –
WAS
387
Winch Advisory Services
Wisconsin
$21.5K +$1.91K +48 +9%
BWL
388
Bogart Wealth LLC
Virginia
$20.5K +$3.98K +100 +21%
CFD
389
Creative Financial Designs
Indiana
$20.2K – – –
KFI
390
Key Financial Inc
Pennsylvania
$20.1K +$21.9K +550 New
OP
391
ORG Partners
Indiana
$19.1K +$4.18K +105 +25%
GA
392
GoalVest Advisory
New York
$18.1K +$6.38K +160 +47%
FFWM
393
Future Financial Wealth Management
Ohio
$18K – – –
SN
394
Sittner & Nelson
Oregon
$18K – – –
AAG
395
Armstrong Advisory Group
Massachusetts
$17.8K +$19.7K +494 New
LFG
396
Larson Financial Group
Missouri
$17.6K +$159 +4 +0.8%
HWA
397
HHM Wealth Advisors
Tennessee
$15K – – –
AGWCA
398
Annis Gardner Whiting Capital Advisors
Florida
$14.5K +$558 +14 +4%
JFA
399
JNBA Financial Advisors
Minnesota
$14.4K – – –
FRA
400
Front Row Advisors
California
$14.4K +$15.9K +400 New
14 15
16
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