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TMUS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
901
Mission Wealth Management
California
$519K -$40.2K -247 -7%
I
902
InceptionR
California
$517K +$244K +1,501 +90%
SIC
903
Samalin Investment Counsel
New York
$517K -$814 -5 -0.2%
SAM
904
Seelaus Asset Management
New Jersey
$515K +$514K +3,155 New
PWPS
905
Pinnacle Wealth Planning Services
Ohio
$515K -$326 -2 -0.1%
SAM
906
Strategy Asset Managers
California
$514K -$491K -3,018 -49%
OCM
907
Orion Capital Management
California
$513K -$52.1K -320 -9%
NB
908
Northwest Bancshares
Pennsylvania
$512K +$228K +1,401 +81%
NCM
909
Narwhal Capital Management
Georgia
$512K -$1.36M -8,343 -73%
VT
910
Vise Technologies
New York
$511K -$234K -1,439 -31%
PP
911
Patron Partners
Texas
$505K +$7.65K +47 +2%
LGA
912
Lebenthal Global Advisors
New York
$503K +$61K +375 +14%
BAM
913
Blueshift Asset Management
New Jersey
$502K +$143K +877 +40%
SPL
914
Smart Portfolios LLC
Washington
$502K +$106K +650 +27%
EWM
915
Empirical Wealth Management
Washington
$501K -$24.7K -152 -5%
BCWM
916
Bartlett & Co Wealth Management
Ohio
$500K -$146K -900 -23%
NL
917
NVWM LLC
Pennsylvania
$499K +$11.4K +70 +2%
IFO
918
Independent Family Office
New York
$490K – – –
PPWP
919
Premier Path Wealth Partners
New Jersey
$488K +$12.7K +78 +3%
NP
920
Nilsine Partners
Colorado
$488K +$9.28K +57 +2%
CC
921
Corton Capital
Ontario, Canada
$485K +$484K +2,971 New
ZIC
922
ZWJ Investment Counsel
Georgia
$484K +$483K +2,966 New
PCM
923
Prelude Capital Management
New York
$480K +$479K +2,940 New
PP
924
Pegasus Partners
Wisconsin
$476K – – –
MBT
925
Montecito Bank & Trust
California
$475K -$84.6K -520 -15%
35 36
37
38 39