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SMTC

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
526
Bell Investment Advisors
California
$8.09K -$392 -3 -6%
NL
527
NVWM LLC
Pennsylvania
$8.09K – – –
KG
528
Kilter Group
New York
$7.12K +$2.48K +19 +76%
HNW
529
High Note Wealth
Minnesota
$7.12K – – –
ZBNA
530
Zions Bancorporation, National Association
Utah
$6.64K +$3.4K +26 +173%
CA
531
Continuum Advisory
Idaho
$6.64K +$5.36K +41 New
RF
532
Rossby Financial
Florida
$6.31K -$31.5K -241 -86%
TWD
533
True Wealth Design
Ohio
$5.5K – – –
FFO
534
Fortitude Family Office
Arizona
$5.02K +$1.44K +11 +55%
SGFG
535
Silver Grove Financial Group
New York
$4.69K +$3.79K +29 New
WTC
536
WhitTier Trust Company
Nevada
$4.68K – – –
BAM
537
Bellevue Asset Management
Washington
$4.53K +$1.18K +9 +47%
CFM
538
Cornerstone Financial Management
Massachusetts
$3.72K +$392 +3 +15%
DWM
539
Dogwood Wealth Management
Kansas
$3.72K +$3.01K +23 New
CT
540
Colonial Trust
South Carolina
$3.24K +$2.75K +21 New
EP
541
Essential Partners
California
$3.08K – – –
APFP
542
Action Point Financial Planning
Michigan
$3.08K +$2.61K +20 New
TM
543
Torren Management
California
$2.91K – – –
CH
544
Cromwell Holdings
Wyoming
$2.91K +$2.35K +18 New
CIA
545
Cape Investment Advisory
Georgia
$2.75K +$2.22K +17 New
PWMG
546
Private Wealth Management Group
New Jersey
$2.43K +$1.96K +15 New
PWMG
547
Prestige Wealth Management Group
New Jersey
$1.78K – – –
PPC
548
Park Place Capital
Alabama
$1.62K – – –
BCH
549
Berkshire Capital Holdings
California
$1.62K +$1.31K +10 New
CA
550
Clearstead Advisors
Ohio
$1.62K +$1.31K +10 New
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