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TFS Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Allworth Financial
California
$4K +$4.65K +316 New
COCM
127
Charter Oak Capital Management
New Hampshire
$3K
Loomis, Sayles & Company
128
Loomis, Sayles & Company
Massachusetts
$2K -$898 -61 -25%
JWA
129
JFS Wealth Advisors
Pennsylvania
$1K -$544 -37 -50%
TSWM
130
Tyler-Stone Wealth Management
Ohio
$1K
PFBT
131
Parkside Financial Bank & Trust
Missouri
$1K +$15 +1 +3%
SC
132
Schubert & Co
Texas
$1K +$441 +30 +158%
MBFW
133
Morton Brown Family Wealth
Pennsylvania
$1K +$603 +41 New
BIA
134
Bell Investment Advisors
California
$1K +$1.18K +80 New
WFA
135
West Financial Advisors
Iowa
$1K +$1.47K +100 New
RWM
136
Raffa Wealth Management
District of Columbia
$865
TAM
137
Tucker Asset Management
Colorado
$838
HH
138
Hilltop Holdings
Texas
-$506K -30,520 Closed
D.E. Shaw & Co
139
D.E. Shaw & Co
New York
-$481K -29,001 Closed
JG
140
Jefferies Group
New York
-$321K -19,335 Closed
CANY
141
Caxton Associates (New York)
New York
-$257K -15,477 Closed
AWS
142
Atria Wealth Solutions
New York
-$249K -15,004 Closed
PI
143
PEAK6 Investments
Illinois
-$213K -12,817 Closed
Teacher Retirement System of Texas
144
Teacher Retirement System of Texas
Texas
-$193K -11,637 Closed
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
-$194K -11,495 Closed
WFI
146
West Family Investments
California
-$190K -11,432 Closed
Commonwealth Equity Services
147
Commonwealth Equity Services
Massachusetts
-$182K -11,021 Closed
RJA
148
Raymond James & Associates
Florida
-$173K -10,444 Closed
Group One Trading
149
Group One Trading
Illinois
-$140K -9,513 Closed
FMP
150
Financial Management Professionals
Texas
-$17K -1,033 Closed