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NuScale Power
SMR

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
401
Rothschild Investment LLC
Illinois
$14.9K +$869 +77 +5%
WAS
402
Winch Advisory Services
Wisconsin
$14.3K – – –
OWP
403
ORG Wealth Partners
Texas
$13.8K – – –
BFS
404
Burkett Financial Services
South Carolina
$13.6K – – –
GI
405
GAMMA Investing
California
$12.5K +$5.21K +462 +59%
SGK
406
Steigerwald Gordon & Koch
Virginia
$12.5K – – –
PS
407
Planning Strategies
Pennsylvania
$12.5K +$14.1K +1,250 New
BW
408
Basepoint Wealth
Iowa
$12K +$1.13K +100 +9%
NS
409
NBC Securities
Alabama
$11.8K -$2.66K -236 -17%
SCM
410
Sterling Capital Management
North Carolina
$11.5K +$1.24K +110 +11%
CSC
411
Caldwell Sutter Capital
California
$11.3K +$5.64K +500 +80%
SIC
412
Salem Investment Counselors
North Carolina
$11.2K – – –
MSG
413
Main Street Group
Virginia
$11K +$11.3K +1,000 +1,000%
APFP
414
Action Point Financial Planning
Michigan
$11K +$12.4K +1,100 New
FRA
415
Front Row Advisors
California
$10.9K +$2.26K +200 +22%
CFM
416
Compass Financial Management
Florida
$10.8K +$12.6K +1,114 New
SHIM
417
Stone House Investment Management
Pennsylvania
$10.7K – – –
TCM
418
Triumph Capital Management
Colorado
$10.6K +$10.8K +955 +955%
IAIM
419
International Assets Investment Management
Florida
$10.2K – – –
FC
420
Fairscale Capital
New Hampshire
$10K – – –
ITIM
421
Indiana Trust & Investment Management
Indiana
$9.53K – – –
VR
422
Vision Retirement
New Jersey
$9.14K – – –
1IA
423
1620 Investment Advisors
Massachusetts
$8.53K – – –
HIMS
424
Hager Investment Management Services
New Hampshire
$8.21K -$40.7K -3,609 -82%
QL
425
Quarry LP
New York
$8.16K +$8.84K +784 +2,613%
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