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TMUS

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
801
Coastline Trust
Rhode Island
$319K – – –
SS
802
Simplicity Solutions
Minnesota
$318K +$82.6K +599 +37%
AWA
803
Aaron Wealth Advisors
Illinois
$317K +$2.76K +20 +0.9%
XSC
804
X-Square Capital
Puerto Rico
$317K +$301K +2,186 New
CPA
805
Clear Perspective Advisors
Illinois
$316K +$301K +2,182 New
PFA
806
Pinnacle Family Advisors
Missouri
$311K – – –
KOCAA
807
Knights of Columbus Asset Advisors
Connecticut
$310K -$7.86K -57 -3%
NB
808
Northwest Bancshares
Pennsylvania
$310K +$34.6K +251 +13%
QT
809
Quantbot Technologies
New York
$310K +$295K +2,143 New
OPS
810
Orion Portfolio Solutions
Nebraska
$304K +$20.8K +151 +8%
WCM
811
Windward Capital Management
California
$301K +$3.45K +25 +1%
DWT
812
Dorsey & Whitney Trust
South Dakota
$299K -$205K -1,485 -42%
SB
813
Sunflower Bank
Texas
$296K +$9.79K +71 +4%
SW
814
SVB Wealth
Massachusetts
$293K +$38.3K +278 +16%
IFO
815
Independent Family Office
New York
$290K +$121K +875 +78%
BP
816
Ballentine Partners
Massachusetts
$285K -$414 -3 -0.2%
AG
817
AIA Group
Hong Kong
$285K +$271K +1,969 New
MWM
818
Merriman Wealth Management
Washington
$282K -$25.8K -187 -9%
ST
819
Smithfield Trust
Pennsylvania
$281K -$29.1K -211 -10%
SC
820
Scotia Capital
Ontario, Canada
$278K -$360K -2,609 -58%
FRM
821
Fox Run Management
Connecticut
$276K +$263K +1,909 New
TFA
822
Toth Financial Advisory
Virginia
$274K – – –
LWMM
823
Legacy Wealth Management (Mississippi)
Mississippi
$273K – – –
MS
824
Maven Securities
Jersey
$272K +$259K +1,876 New
B
825
Barings
North Carolina
$271K -$57.5K -417 -18%
31 32
33
34 35