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TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
2126
TCI Wealth Advisors
Arizona
$306K -$21.1K -114 -8%
EFA
2127
Evernest Financial Advisors
Indiana
$305K +$250K +1,349 New
RWA
2128
Redhawk Wealth Advisors
Minnesota
$304K +$19.1K +103 +8%
TTWM
2129
TCV Trust & Wealth Management
Virginia
$304K – – –
CPP
2130
Capasso Planning Partners
South Carolina
$304K -$8.15K -44 -3%
SHWM
2131
Smith & Howard Wealth Management
Georgia
$302K -$6.85K -37 -3%
RAM
2132
Resona Asset Management
Japan
$302K +$247K +1,334 New
JWM
2133
Jeppson Wealth Management
California
$302K -$91.7K -495 -27%
WMN
2134
Wealth Management Nebraska
Nebraska
$301K +$371 +2 +0.2%
TCOT
2135
Trust Company of Toledo
Ohio
$301K – – –
G
2136
GenTrust
Florida
$300K -$3.15K -17 -1%
CGA
2137
Crescent Grove Advisors
Illinois
$300K -$260K -1,401 -51%
PFWA
2138
Paces Ferry Wealth Advisors
Georgia
$299K +$3.71K +20 +2%
WSWA
2139
Warren Street Wealth Advisors
California
$298K +$244K +1,317 New
FDW
2140
Fourth Dimension Wealth
Ohio
$298K +$204K +1,100 +514%
MIM
2141
Moseley Investment Management
Florida
$297K – – –
BFA
2142
Beaumont Financial Advisors
Massachusetts
$297K -$9.45K -51 -4%
WGC
2143
Watts Gwilliam & Co
Arizona
$297K +$205K +1,104 New
CWP
2144
CFM Wealth Partners
Texas
$296K +$242K +1,307 New
FAM
2145
Fairtree Asset Management
South Africa
$296K +$5K +27 +2%
FFA
2146
Florida Financial Advisors
Florida
$295K +$242K +1,304 New
BC
2147
Burney Company
Virginia
$295K – – –
CCA
2148
Childress Capital Advisors
Texas
$295K +$371 +2 +0.2%
RFM
2149
Royal Fund Management
Florida
$293K +$42.6K +230 +22%
FI
2150
Fosun International
China
$293K – – –
84 85
86
87 88