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TMUS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
751
Mission Wealth Management
California
$374K -$8.93K -75 -3%
CNBTD
752
Citizens National Bank Trust Department
Mississippi
$373K +$39.3K +330 +12%
APF
753
Alaska Permanent Fund
Alaska
$372K -$8.34K -70 -2%
IWC
754
Integrated Wealth Concepts
Massachusetts
$365K +$14.5K +122 +4%
LA
755
LexAurum Advisors
Kansas
$363K -$35.1K -295 -9%
AG
756
AlphaSimPlex Group
Massachusetts
$358K +$333K +2,792 New
VAS
757
Vestmark Advisory Solutions
Massachusetts
$356K +$40.7K +342 +14%
RWA
758
River Wealth Advisors
Pennsylvania
$353K +$23.8K +200 +8%
EI
759
Ellevest Inc
New York
$348K +$36.4K +306 +13%
WPC
760
Wedmont Private Capital
Pennsylvania
$342K +$308K +2,582 New
PWPS
761
Pinnacle Wealth Planning Services
Ohio
$341K +$316K +2,654 New
PAG
762
Private Advisory Group
Washington
$340K -$1.83M -15,369 -85%
SG
763
StoneX Group
New York
$337K +$313K +2,629 New
OQS
764
Occudo Quantitative Strategies
Florida
$337K +$313K +2,628 New
GT
765
Glenmede Trust
Pennsylvania
$336K -$48.2K -405 -13%
OIA
766
OneDigital Investment Advisors
Kansas
$334K +$54.4K +457 +21%
C
767
CEDRUS
Colorado
$330K +$44.4K +373 +17%
LWM
768
Laidlaw Wealth Management
New York
$330K +$307K +2,574 New
AWA
769
Aaron Wealth Advisors
Illinois
$329K +$19.7K +165 +7%
EWM
770
Evercore Wealth Management
New York
$326K -$357 -3 -0.1%
GTCM
771
Gyon Technologies Capital Management
New Jersey
$325K +$301K +2,531 New
SEA
772
Stegent Equity Advisors
Texas
$324K – – –
XWM
773
Xcel Wealth Management
Florida
$321K -$329K -2,765 -53%
IFO
774
Independent Family Office
New York
$321K – – –
SVCP
775
Silicon Valley Capital Partners
California
$321K – – –
29 30
31
32 33