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TMUS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
876
Accurate Wealth Management
Florida
$834K +$130K +687 +18%
WA
877
Waddell & Associates
Tennessee
$834K +$378K +1,997 +67%
LFAS
878
Level Four Advisory Services
Texas
$832K +$1.51K +8 +0.2%
SIA
879
Soltis Investment Advisors
Utah
$823K +$223K +1,180 +32%
CWM
880
Circle Wealth Management
New Jersey
$819K +$13.6K +72 +1%
CW
881
CreativeOne Wealth
Kansas
$818K -$126K -663 -12%
RFS
882
Richardson Financial Services
Massachusetts
$817K -$1.89K -10 -0.2%
LWAM
883
Legacy Wealth Asset Management
Minnesota
$812K +$10.6K +56 +1%
KA
884
Kerrisdale Advisers
Florida
$811K +$915K +4,835 New
OFS
885
Orrstown Financial Services
Pennsylvania
$810K -$19.9K -105 -2%
JWCA
886
J.W. Cole Advisors
Florida
$810K +$914K +4,827 New
IEFM
887
IQ EQ Fund Management
Ireland
$801K +$89.4K +472 +11%
IA
888
IFP Advisors
Florida
$799K +$218K +1,153 +32%
RWP
889
RWA Wealth Partners
Massachusetts
$799K -$4.11M -21,706 -82%
SGI
890
Swan Global Investments
Colorado
$797K +$900K +4,753 New
KJWM
891
Kiley Juergens Wealth Management
Washington
$796K -$48.7K -257 -5%
SCM
892
Stevens Capital Management
Pennsylvania
$793K +$129K +680 +17%
SGI
893
Summit Global Investments
Utah
$791K +$20.6K +109 +2%
FMI
894
F/M Investments
District of Columbia
$783K -$4.54K -24 -0.5%
DAS
895
Dynamic Advisor Solutions
Arizona
$782K -$40.3K -213 -4%
AA
896
Auxano Advisors
Washington
$781K -$20.4K -108 -2%
PL
897
Perpetual Ltd
Australia
$780K -$32.9K -174 -4%
WFA
898
Wellspring Financial Advisors
Ohio
$775K -$25K -132 -3%
BAAM
899
Baker Avenue Asset Management
California
$773K +$75.5K +399 +9%
CI
900
Cigna Investments
Connecticut
$772K – – –
34 35
36
37 38