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TMUS

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1201
Capital Performance Advisors
California
$364K +$129K +627 +57%
SWP
1202
Summit Wealth Partners
Florida
$363K +$355K +1,728 New
RCM
1203
Raleigh Capital Management
North Carolina
$361K -$4.93K -24 -1%
TCA
1204
Transcend Capital Advisors
New Jersey
$359K +$112K +546 +47%
CA
1205
CSM Advisors
Pennsylvania
$357K -$21.7M -105,793 -98%
DFA
1206
Delta Financial Advisors
Louisiana
$355K – – –
TWIM
1207
TIAA Wealth Investment Management
New York
$354K +$347K +1,687 New
TFS
1208
Thoroughbred Financial Services
Tennessee
$354K -$132K -641 -28%
ST
1209
Sageworth Trust
Pennsylvania
$353K +$345K +1,682 New
PA
1210
Procyon Advisors
Connecticut
$353K +$6.37K +31 +2%
KA
1211
Klingman & Associates
New York
$349K +$37K +180 +12%
PSP
1212
Pacific Sage Partners
Washington
$346K – – –
AWA
1213
AGH Wealth Advisors
Kansas
$345K +$95.5K +465 +40%
BWS
1214
Broadway Wealth Solutions
Texas
$345K +$52K +253 +18%
WWM
1215
Whalen Wealth Management
Nevada
$345K +$337K +1,641 New
WMA
1216
West Michigan Advisors
Michigan
$344K -$20.5K -100 -6%
PCI
1217
Planning Center Inc
Illinois
$343K +$10.5K +51 +3%
QFA
1218
Quantum Financial Advisors
California
$342K +$205 +1 +0.1%
CIA
1219
Capital Investment Advisors
Georgia
$341K +$30K +146 +10%
OBAM
1220
ODDO BHF Asset Management
France
$338K -$327K -1,590 -50%
SC
1221
Sapient Capital
Indiana
$337K +$330K +1,605 New
MA
1222
MBA Advisors
Pennsylvania
$337K +$616 +3 +0.2%
SAW
1223
Signal Advisors Wealth
Michigan
$336K +$15K +73 +5%
HIIFS
1224
Harel Insurance Investments & Financial Services
Israel
$336K +$329K +1,600 New
SB
1225
SIG Brokerage
New York
$336K -$591K -2,877 -64%
47 48
49
50 51