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TMUS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1201
Summit Wealth Partners
Florida
$363K +$355K +1,728 New
RCM
1202
Raleigh Capital Management
North Carolina
$361K -$4.93K -24 -1%
TCA
1203
Transcend Capital Advisors
New Jersey
$359K +$112K +546 +47%
CA
1204
CSM Advisors
Pennsylvania
$357K -$21.7M -105,793 -98%
DFA
1205
Delta Financial Advisors
Louisiana
$355K – – –
TWIM
1206
TIAA Wealth Investment Management
New York
$354K +$347K +1,687 New
TFS
1207
Thoroughbred Financial Services
Tennessee
$354K -$132K -641 -28%
ST
1208
Sageworth Trust
Pennsylvania
$353K +$345K +1,682 New
PA
1209
Procyon Advisors
Connecticut
$353K +$6.37K +31 +2%
KA
1210
Klingman & Associates
New York
$349K +$37K +180 +12%
PSP
1211
Pacific Sage Partners
Washington
$346K – – –
AWA
1212
AGH Wealth Advisors
Kansas
$345K +$95.5K +465 +40%
BWS
1213
Broadway Wealth Solutions
Texas
$345K +$52K +253 +18%
WWM
1214
Whalen Wealth Management
Nevada
$345K +$337K +1,641 New
WMA
1215
West Michigan Advisors
Michigan
$344K -$20.5K -100 -6%
PCI
1216
Planning Center Inc
Illinois
$343K +$10.5K +51 +3%
QFA
1217
Quantum Financial Advisors
California
$342K +$205 +1 +0.1%
CIA
1218
Capital Investment Advisors
Georgia
$341K +$30K +146 +10%
OBAM
1219
ODDO BHF Asset Management
France
$338K -$327K -1,590 -50%
SC
1220
Sapient Capital
Indiana
$337K +$330K +1,605 New
MA
1221
MBA Advisors
Pennsylvania
$337K +$616 +3 +0.2%
SAW
1222
Signal Advisors Wealth
Michigan
$336K +$15K +73 +5%
HIIFS
1223
Harel Insurance Investments & Financial Services
Israel
$336K +$329K +1,600 New
SB
1224
SIG Brokerage
New York
$336K -$591K -2,877 -64%
IFWM
1225
Institute for Wealth Management
Colorado
$333K -$26.5K -129 -8%
47 48
49
50 51