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Tempus AI
TEM

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
526
Golden State Equity Partners
California
– -$84.8K -1,875 Closed
CFD
527
Creative Financial Designs
Indiana
– -$47.8K -1,057 Closed
GAA
528
Global Assets Advisory
Florida
– -$46.4K -1,025 Closed
SSG
529
Summit Securities Group
New York
– -$16.6K -368 Closed
EC
530
Elequin Capital
New York
– -$12.8K -284 Closed
GA
531
GoalVest Advisory
New York
– -$5.74K -127 Closed
BWA
532
Basecamp Wealth Advisors
Washington
– -$4.34K -96 Closed
SWM
533
Spire Wealth Management
Virginia
– -$4.12K -91 Closed
SIS
534
Sound Income Strategies
Florida
– -$2.21K -47 Closed
MCA
535
McGuire Capital Advisors
Oklahoma
– -$1.49K -33 Closed
NB
536
NBT Bank
New York
– -$1.04K -23 Closed
MAM
537
Marquette Asset Management
Minnesota
– -$905 -20 Closed
RIAS
538
Rachor Investment Advisory Services
Michigan
– -$905 -20 Closed
TPCW
539
TD Private Client Wealth
New York
– -$904 -20 Closed
SA
540
Scarborough Advisors
Maryland
– -$452 -10 Closed
CFM
541
Cornerstone Financial Management
Massachusetts
– -$362 -8 Closed
JFA
542
JNBA Financial Advisors
Minnesota
– -$362 -8 Closed
IAAG
543
Innovative Asset Advisors Group
Connecticut
– -$317 -7 Closed
GI
544
GS Investments
Minnesota
– -$226 -5 Closed
RFP
545
Root Financial Partners
California
– -$226 -5 Closed
DF
546
Dunhill Financial
United Kingdom
– -$108 -2 Closed
AW
547
Avion Wealth
Texas
– +$501 +10 New
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