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NuScale Power
SMR

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
401
Winch Advisory Services
Wisconsin
$14.3K – – –
OWP
402
ORG Wealth Partners
Texas
$13.8K – – –
BFS
403
Burkett Financial Services
South Carolina
$13.6K – – –
GI
404
GAMMA Investing
California
$12.5K +$5.21K +462 +59%
SGK
405
Steigerwald Gordon & Koch
Virginia
$12.5K – – –
PS
406
Planning Strategies
Pennsylvania
$12.5K +$14.1K +1,250 New
BW
407
Basepoint Wealth
Iowa
$12K +$1.13K +100 +9%
NS
408
NBC Securities
Alabama
$11.8K -$2.66K -236 -17%
SCM
409
Sterling Capital Management
North Carolina
$11.5K +$1.24K +110 +11%
CSC
410
Caldwell Sutter Capital
California
$11.3K +$5.64K +500 +80%
SIC
411
Salem Investment Counselors
North Carolina
$11.2K – – –
MSG
412
Main Street Group
Virginia
$11K +$11.3K +1,000 +1,000%
APFP
413
Action Point Financial Planning
Michigan
$11K +$12.4K +1,100 New
FRA
414
Front Row Advisors
California
$10.9K +$2.26K +200 +22%
CFM
415
Compass Financial Management
Florida
$10.8K +$12.6K +1,114 New
SHIM
416
Stone House Investment Management
Pennsylvania
$10.7K – – –
TCM
417
Triumph Capital Management
Colorado
$10.6K +$10.8K +955 +955%
IAIM
418
International Assets Investment Management
Florida
$10.2K – – –
FC
419
Fairscale Capital
New Hampshire
$10K – – –
ITIM
420
Indiana Trust & Investment Management
Indiana
$9.53K – – –
VR
421
Vision Retirement
New Jersey
$9.14K – – –
1IA
422
1620 Investment Advisors
Massachusetts
$8.53K – – –
HIMS
423
Hager Investment Management Services
New Hampshire
$8.21K -$40.7K -3,609 -82%
QL
424
Quarry LP
New York
$8.16K +$8.84K +784 +2,613%
C
425
Covestor
United Kingdom
$8K +$4.46K +395 +107%
15 16
17
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