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TMUS

Name Holding Trade Value Shares
Change 		Change in
Stake
IFU
976
iSAM Funds (UK)
United Kingdom
$572K +$530K +2,771 New
MIS
977
Morningstar Investment Services
Illinois
$570K +$101K +527 +23%
PPP
978
Private Portfolio Partners
New Jersey
$566K +$525K +2,742 New
MWM
979
MGB Wealth Management
Texas
$564K – – –
JWCA
980
J.W. Cole Advisors
Florida
$562K +$521K +2,723 New
SIA
981
Soltis Investment Advisors
Utah
$562K -$54K -282 -9%
CM
982
Crestline Management
Texas
$557K +$517K +2,700 New
ICM
983
Ionic Capital Management
New York
$557K +$517K +2,700 New
MW
984
Marcum Wealth
Ohio
$557K +$14.2K +74 +3%
HFW
985
Horizon Family Wealth
Illinois
$555K +$8.62K +45 +2%
NFG
986
Nations Financial Group
Iowa
$546K +$17.4K +91 +4%
HCA
987
Heck Capital Advisors
Wisconsin
$543K -$15.3K -80 -3%
TDC
988
Thompson Davis & Co
Virginia
$543K +$154K +805 +44%
TP
989
Tranquility Partners
Tennessee
$541K -$12.3K -64 -2%
MSWM
990
McGlone Suttner Wealth Management
Wisconsin
$539K +$193K +1,010 +63%
BC
991
Burney Company
Virginia
$538K +$499K +2,607 New
WMA
992
West Michigan Advisors
Michigan
$537K +$31.6K +165 +7%
CA
993
Clearstead Advisors
Ohio
$537K – – –
SPA
994
Sherbrooke Park Advisers
New York
$537K +$498K +2,601 New
RFA
995
Resurgent Financial Advisors
Georgia
$534K -$383 -2 -0.1%
KCIC
996
Kuhn & Co Investment Counsel
Illinois
$534K – – –
LAS
997
LWM Advisory Services
Florida
$531K +$180K +941 +58%
SAM
998
Silvercrest Asset Management
New York
$528K – – –
CAM
999
Cidel Asset Management
Ontario, Canada
$528K – – –
CW
1000
CreativeOne Wealth
Kansas
$527K +$232K +1,212 +90%
38 39
40
41 42