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TMUS

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
951
TownSquare Capital
Utah
$250K +$250K +1,728 New
RWB
952
RMR Wealth Builders
New Jersey
$246K +$18.1K +125 +8%
KOC
953
Koss-Olinger Consulting
Florida
$245K -$4.64K -32 -2%
BWP
954
BSW Wealth Partners
Colorado
$244K -$33.5K -231 -12%
NAS
955
Nicolet Advisory Services
Wisconsin
$244K +$236K +1,630 New
MHR
956
Matthew Hamilton Rosenberg
$242K -$11.6K -80 -5%
PWMAG
957
Pinnacle Wealth Management Advisory Group
New Jersey
$241K -$2.75K -19 -1%
PO
958
Private Ocean
California
$241K +$235K +1,622 +4,055%
WLPWM
959
Walled Lake Planning & Wealth Management
Illinois
$239K +$239K +1,653 New
PCI
960
Planning Center Inc
Illinois
$237K – – –
QFA
961
Quantum Financial Advisors
California
$237K – – –
ECG
962
Edge Capital Group
Georgia
$237K +$237K +1,633 New
WTC
963
WhitTier Trust Company
Nevada
$236K +$11.3K +78 +5%
EWA
964
Exencial Wealth Advisors
Oklahoma
$236K -$22.7K -157 -9%
ICP
965
Interchange Capital Partners
Pennsylvania
$236K +$236K +1,628 New
ACI
966
Alpha Cubed Investments
California
$236K +$236K +1,627 New
MP
967
McDonald Partners
Ohio
$235K +$235K +1,625 New
PSP
968
Pacific Sage Partners
Washington
$235K – – –
AWA
969
Arkadios Wealth Advisors
Georgia
$235K +$7.53K +52 +3%
AWA
970
Aaron Wealth Advisors
Illinois
$234K +$235K +1,619 New
MGIA
971
Moneta Group Investment Advisors
Missouri
$234K +$234K +1,615 New
PTC
972
Private Trust Company
Ohio
$232K -$7.97K -55 -3%
AA
973
Alta Advisers
United Kingdom
$232K – – –
BWP
974
Baldwin Wealth Partners
Massachusetts
$232K – – –
CIA
975
Choate Investment Advisors
Massachusetts
$231K – – –
37 38
39
40 41