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TMUS

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
601
Steinberg Asset Management
New York
$1.4M – – –
TA
602
Trivest Advisors
Hong Kong
$1.4M +$1.44M +10,000 New
BFEC
603
Benjamin F. Edwards & Company
Missouri
$1.38M -$207K -1,440 -13%
SWP
604
Strategic Wealth Partners
Ohio
$1.38M +$270K +1,880 +24%
WWM
605
WT Wealth Management
Arizona
$1.38M -$47.6K -331 -3%
BB
606
Berkshire Bank
Massachusetts
$1.37M -$195K -1,357 -12%
AP
607
Americana Partners
Texas
$1.37M -$8.19K -57 -0.6%
CG
608
Caprock Group
Idaho
$1.37M +$87.6K +610 +7%
MAS
609
Meeder Advisory Services
Ohio
$1.37M +$1.41M +9,796 New
S
610
SignatureFD
Georgia
$1.34M -$37.6K -262 -3%
BFG
611
Bleakley Financial Group
New Jersey
$1.34M +$1.38M +9,571 New
ACA
612
Atlas Capital Advisors
Wyoming
$1.34M – – –
HFA
613
Harbert Fund Advisors
Alabama
$1.33M -$1.51M -10,500 -53%
AI
614
Atria Investments
North Carolina
$1.32M +$275K +1,912 +26%
DWM
615
Darwin Wealth Management
Florida
$1.3M -$236K -1,641 -16%
AWS
616
Atria Wealth Solutions
New York
$1.29M +$108K +755 +9%
HFG
617
Heron Financial Group
New York
$1.29M +$237K +1,649 +23%
VCM
618
Violich Capital Management
California
$1.29M – – –
IWA
619
IBEX Wealth Advisors
New Jersey
$1.29M +$60.8K +423 +5%
SWS
620
SYSTM Wealth Solutions
Illinois
$1.28M +$1.32M +9,178 New
QI
621
Qtron Investments
Massachusetts
$1.28M – – –
LPT
622
Legacy Private Trust
Wisconsin
$1.27M +$487K +3,389 +60%
SWP
623
Stratos Wealth Partners
Ohio
$1.26M +$402K +2,796 +45%
WGCA
624
Wolf Group Capital Advisors
Virginia
$1.25M -$55.2K -384 -4%
CA
625
Continuum Advisory
Idaho
$1.24M -$79.6K -554 -6%
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