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NuScale Power
SMR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
401
Evermay Wealth Management
Virginia
$7.59K – – –
CIAM
402
Caitong International Asset Management
Hong Kong
$7.47K -$3.39M -222,974 -100%
PWPS
403
Pinnacle Wealth Planning Services
Ohio
$6.87K -$5.87K -386 -38%
CSC
404
Caldwell Sutter Capital
California
$6.78K – – –
PFBT
405
Parkside Financial Bank & Trust
Missouri
$6.11K +$761 +50 +10%
KFI
406
Key Financial Inc
Pennsylvania
$5.96K – – –
AGWCA
407
Annis Gardner Whiting Capital Advisors
Florida
$5.95K – – –
FMP
408
Financial Management Professionals
Texas
$5.68K – – –
GA
409
GoalVest Advisory
New York
$5.45K – – –
WWM
410
Wolff Wiese Magana
California
$5.42K -$180K -11,805 -96%
KTC
411
Kentucky Trust Company
Kentucky
$5.42K +$7.61K +500 New
SFG
412
Strive Financial Group
Indiana
$5K – – –
MFP
413
Meramec Financial Planners
Missouri
$4.59K – – –
HWA
414
HHM Wealth Advisors
Tennessee
$4.52K – – –
JFA
415
JNBA Financial Advisors
Minnesota
$4.34K – – –
WB
416
Webster Bank
Connecticut
$4.34K – – –
WETS
417
Wealth Enhancement Trust Services
South Dakota
$4.3K +$6.04K +397 New
C
418
Covestor
United Kingdom
$4K +$1.7K +112 +44%
ACM
419
Aster Capital Management
United Arab Emirates
$3.84K +$4.12K +271 New
CA
420
Clearstead Advisors
Ohio
$3.79K – – –
SGFG
421
Silver Grove Financial Group
New York
$3.79K +$5.33K +350 New
VWM
422
Vermillion Wealth Management
Minnesota
$3.25K -$1.49K -98 -25%
LFG
423
Larson Financial Group
Missouri
$3.25K -$1.26K -83 -22%
SC
424
SouthState Corp
Florida
$3.25K -$472 -31 -9%
FC
425
Financial Consulate
Maryland
$3.25K – – –
15 16
17
18 19