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TMUS

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
1001
Washington Trust Advisors
Massachusetts
$270K +$740 +5 +0.3%
I
1002
InceptionR
California
$267K +$246K +1,665 New
RWB
1003
RMR Wealth Builders
New Jersey
$266K -$3.85K -26 -2%
WA
1004
Wealth Alliance
New York
$266K -$8.58K -58 -3%
QFA
1005
Quantum Financial Advisors
California
$265K +$2.52K +17 +1%
LP
1006
LMR Partners
United Kingdom
$263K +$243K +1,642 New
PO
1007
Private Ocean
California
$262K – – –
FI
1008
Finivi Inc
Massachusetts
$261K +$250K +1,693 New
PWMAG
1009
Pinnacle Wealth Management Advisory Group
New Jersey
$261K +$16.4K +111 +7%
PSP
1010
Pacific Sage Partners
Washington
$260K – – –
AWM
1011
Avior Wealth Management
Nebraska
$260K +$110K +741 +84%
TCWM
1012
Total Clarity Wealth Management
Illinois
$260K – – –
DFG
1013
Delta Financial Group
New Jersey
$259K +$16.3K +110 +7%
PTC
1014
Petrus Trust Company
Texas
$258K -$162K -1,092 -40%
MSWM
1015
McGlone Suttner Wealth Management
Wisconsin
$257K +$237K +1,603 New
AA
1016
Alta Advisers
United Kingdom
$257K – – –
LF
1017
Lee Financial
Texas
$257K +$235K +1,585 +10,567%
BSW
1018
Buckingham Strategic Wealth
Missouri
$254K +$235K +1,586 New
PCI
1019
Planning Center Inc
Illinois
$254K -$296 -2 -0.1%
ECG
1020
Edge Capital Group
Georgia
$253K +$5.03K +34 +2%
LWM
1021
Laidlaw Wealth Management
New York
$252K +$233K +1,573 New
OA
1022
Operose Advisors
Wisconsin
$252K -$17.8K -120 -7%
AWA
1023
Aaron Wealth Advisors
Illinois
$251K +$232K +1,567 New
IWA
1024
IBEX Wealth Advisors
New Jersey
$251K +$296K +2,000 New
PWMG
1025
Provence Wealth Management Group
California
$249K +$214K +1,444 +1,337%
39 40
41
42 43