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NuScale Power

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
201
Focus Partners Wealth
Massachusetts
$367K -$10K -889 -2%
CAM
202
Cresset Asset Management
Illinois
$360K -$3.29K -292 -0.8%
HSBC Holdings
203
HSBC Holdings
United Kingdom
$355K +$32.9K +2,920 +9%
CIA
204
Concurrent Investment Advisors
Florida
$350K +$254K +22,497 +181%
IAA
205
Independent Advisor Alliance
North Carolina
$347K +$17.8K +1,574 +5%
JFG
206
Jefferies Financial Group
New York
$346K +$308K +27,334 +381%
GRP
207
Global Retirement Partners
California
$345K +$388K +34,399 New
RSWM
208
Robertson Stephens Wealth Management
California
$341K +$56.4K +5,000 +17%
WWA
209
WCG Wealth Advisors
Nevada
$331K +$373K +33,036 New
SEI Investments
210
SEI Investments
Pennsylvania
$330K -$92.5K -8,201 -20%
MWM
211
Meridian Wealth Management
Kentucky
$326K +$366K +32,488 New
JGUA
212
John G. Ullman & Associates
New York
$325K +$365K +32,400 New
X
213
Xponance
Pennsylvania
$321K +$204K +18,084 +130%
AU
214
AlphaGrep UK
$307K +$345K +30,619 New
MOS
215
MGO One Seven
Ohio
$306K -$54.7K -4,852 -14%
WFA
216
Wedbush Fund Advisers
California
$302K +$339K +30,092 New
1832 Asset Management
217
1832 Asset Management
Ontario, Canada
$301K
AIP
218
Ameritas Investment Partners
Nebraska
$296K +$186K +16,531 +127%
RIA
219
Regal Investment Advisors
Michigan
$291K +$107K +9,509 +49%
Amundi
220
Amundi
France
$285K +$110K +9,785 +53%
BOSSRA
221
B.O.S.S. Retirement Advisors
Utah
$277K +$4.09K +363 +1%
State Board of Administration of Florida Retirement System
222
State Board of Administration of Florida Retirement System
Florida
$275K
AC
223
Allstate Corporation
Illinois
$274K +$308K +27,300 New
Vanguard Personalized Indexing Management
224
Vanguard Personalized Indexing Management
California
$270K +$66.2K +5,873 +28%
Bank of Montreal
225
Bank of Montreal
Ontario, Canada
$268K +$17.7K +1,571 +6%