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TMUS

Name Holding Trade Value Shares
Change 		Change in
Stake
HFW
901
Horizon Family Wealth
Illinois
$415K +$7.99K +54 +2%
KCIC
902
Kuhn & Co Investment Counsel
Illinois
$414K +$382K +2,583 New
SAM
903
Silvercrest Asset Management
New York
$413K +$381K +2,576 New
ECM
904
Evergreen Capital Management
Washington
$410K -$121K -816 -24%
AFG
905
Atomi Financial Group
New York
$409K +$377K +2,551 New
PP
906
PDS Planning
Ohio
$406K -$13.8K -93 -4%
SEA
907
Stegent Equity Advisors
Texas
$405K – – –
NFG
908
Nations Financial Group
Iowa
$402K +$888 +6 +0.2%
NG
909
Norden Group
Utah
$401K +$127K +860 +52%
CAM
910
Cidel Asset Management
Ontario, Canada
$400K +$369K +2,497 New
RFA
911
Resurgent Financial Advisors
Georgia
$397K +$63.3K +428 +21%
LWCFA
912
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$394K -$11.1K -75 -3%
SPL
913
Smart Portfolios LLC
Washington
$392K +$359K +2,425 New
1WM
914
1858 Wealth Management
Ohio
$390K +$360K +2,433 New
TCM
915
Teza Capital Management
Illinois
$389K +$359K +2,428 New
CMBA
916
C.M. Bidwell & Associates
Hawaii
$384K +$25.4K +172 +8%
SWM
917
Shelton Wealth Management
Texas
$376K +$347K +2,344 New
KIA
918
KCM Investment Advisors
California
$374K +$94.1K +636 +37%
IFWM
919
Institute for Wealth Management
Colorado
$373K – – –
SC
920
Solstein Capital
California
$372K – – –
CUAMC
921
China Universal Asset Management Company
China
$371K -$306K -2,070 -47%
T
922
TOBAM
France
$371K +$343K +2,316 New
CCWM
923
Cassaday & Co Wealth Management
Virginia
$371K -$21.3K -144 -6%
CSPIA
924
Cary Street Partners Investment Advisory
Virginia
$367K +$290K +1,958 +595%
C
925
CEDRUS
Colorado
$367K -$14.4K -97 -4%
35 36
37
38 39