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TMUS

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
751
SVB Wealth
Massachusetts
$308K +$77.3K +657 +33%
NL
752
NWAM LLC
Washington
$307K -$25.9K -220 -8%
MYLI
753
Meiji Yasuda Life Insurance
Japan
$297K +$301K +2,557 New
RWA
754
River Wealth Advisors
Pennsylvania
$296K -$1.76K -15 -0.6%
EWM
755
Evercore Wealth Management
New York
$295K -$7.3K -62 -2%
SEA
756
Stegent Equity Advisors
Texas
$293K +$297K +2,524 New
SVCP
757
Silicon Valley Capital Partners
California
$290K – – –
IFO
758
Independent Family Office
New York
$290K +$58.8K +500 +25%
MC
759
Machina Capital
France
$290K +$294K +2,500 New
VBCG
760
Valley Brook Capital Group
Pennsylvania
$286K -$53.5K -455 -16%
FIM
761
Freedom Investment Management
Connecticut
$286K +$33.4K +284 +13%
VAS
762
Vestmark Advisory Solutions
Massachusetts
$282K -$127K -1,076 -31%
EI
763
Ellevest Inc
New York
$279K +$10K +85 +4%
VCG
764
Vantage Consulting Group
Virginia
$279K +$51.2K +435 +22%
SA
765
Syntax Advisors
New York
$279K +$283K +2,403 New
AWA
766
Aaron Wealth Advisors
Illinois
$278K +$23.5K +200 +9%
DMBA
767
Deseret Mutual Benefit Administrators
Utah
$276K +$12.2K +104 +5%
GA
768
Geller Advisors
New York
$275K +$235 +2 +0.1%
RWM
769
Ritholtz Wealth Management
New York
$274K -$115K -977 -29%
WIA
770
World Investment Advisors
California
$274K +$257K +2,187 New
WTA
771
Washington Trust Advisors
Massachusetts
$274K +$277K +2,358 New
MA
772
MBA Advisors
Pennsylvania
$270K +$274K +2,326 New
RA
773
RFG Advisory
Alabama
$268K -$5.18K -44 -2%
IFWM
774
Institute for Wealth Management
Colorado
$266K – – –
HWIS
775
Hancock Whitney Investment Services
Louisiana
$265K +$265K +2,252 New
29 30
31
32 33