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TMUS

Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
1051
Summit Securities Group
New York
$491K +$513K +2,419 New
LAS
1052
Legacy Advisory Services
Pennsylvania
$489K – – –
IWM
1053
IHT Wealth Management
Illinois
$482K -$37.3K -176 -7%
BCG
1054
Breakwater Capital Group
New Jersey
$482K – – –
TNA
1055
True North Advisors
Texas
$481K -$9.33K -44 -2%
MCP
1056
Miller Capital Partners
Michigan
$479K +$501K +2,361 New
BWA
1057
Basecamp Wealth Advisors
Washington
$475K +$496K +2,340 New
CCG
1058
Capital CS Group
California
$475K -$512K -2,416 -51%
FCM
1059
Fire Capital Management
California
$475K +$235K +1,109 +90%
LFA
1060
Legacy Financial Advisors
Kentucky
$474K +$34.8K +164 +8%
TFS
1061
Thoroughbred Financial Services
Tennessee
$472K -$731K -3,446 -60%
PCM
1062
Prelude Capital Management
New York
$471K +$492K +2,321 New
CAM
1063
Cidel Asset Management
Ontario, Canada
$471K +$42K +198 +9%
LWCFA
1064
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$468K +$53K +250 +11%
CCG
1065
Ceeto Capital Group
Florida
$467K – – –
MGIA
1066
Moneta Group Investment Advisors
Missouri
$466K -$18.7K -88 -4%
HIA
1067
Harbor Investment Advisory
Maryland
$465K -$1.52M -7,161 -76%
4A
1068
4Wealth Advisors
Illinois
$465K +$85.4K +403 +21%
SP
1069
SmartHarvest Portfolios
Washington
$464K +$484K +2,285 New
MFC
1070
Mechanics Financial Corp
Ohio
$463K +$24.4K +115 +5%
MM
1071
MQS Management
New York
$461K +$5.09K +24 +1%
IFO
1072
Independent Family Office
New York
$460K -$49.2K -232 -9%
PWP
1073
Phillips Wealth Planners
Mississippi
$460K -$132K -624 -20%
HFW
1074
Horizon Family Wealth
Illinois
$459K +$2.54K +12 +0.5%
KCP
1075
Kera Capital Partners
California
$459K +$153K +722 +45%
41 42
43
44 45