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NuScale Power
SMR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
551
Concord Wealth Partners
Virginia
– -$4.62K -326 Closed
PMFA
552
Plante Moran Financial Advisors
Michigan
– -$3.54K -250 Closed
QA
553
Quattro Advisors
Pennsylvania
– -$3.54K -250 Closed
EPG
554
Estate Planners Group
Pennsylvania
– -$2.83K -200 Closed
AAG
555
Accordant Advisory Group
Maryland
– -$2.55K -180 Closed
TSMHT
556
Thurston Springer Miller Herd & Titak
Indiana
– -$2.13K -150 Closed
TCM
557
TD Capital Management
Tennessee
– -$1.46K -103 Closed
GAFA
558
Garton & Associates Financial Advisors
Kentucky
– -$1.42K -100 Closed
MPWT
559
MassMutual Private Wealth & Trust
Connecticut
– -$1.16K -82 Closed
LWANC
560
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$992 -70 Closed
PIS
561
POM Investment Strategies
North Carolina
– -$638 -45 Closed
PWA
562
Physician Wealth Advisors
Utah
– -$440 -31 Closed
LI
563
LRI Investments
Florida
– -$411 -29 Closed
BBHC
564
Brown Brothers Harriman & Co
New York
– -$227 -16 Closed
GTAM
565
Global Trust Asset Management
Florida
– -$213 -15 Closed
KFAS
566
Keating Financial Advisory Services
Kansas
– -$213 -15 Closed
IWM
567
IMG Wealth Management
Florida
– -$142 -10 Closed
LWM
568
Lodestone Wealth Management
Washington
– -$142 -10 Closed
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