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TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
EFA
2126
Evernest Financial Advisors
Indiana
$305K +$250K +1,349 New
RWA
2127
Redhawk Wealth Advisors
Minnesota
$304K +$19.1K +103 +8%
TTWM
2128
TCV Trust & Wealth Management
Virginia
$304K – – –
CPP
2129
Capasso Planning Partners
South Carolina
$304K -$8.15K -44 -3%
SHWM
2130
Smith & Howard Wealth Management
Georgia
$302K -$6.85K -37 -3%
RAM
2131
Resona Asset Management
Japan
$302K +$247K +1,334 New
JWM
2132
Jeppson Wealth Management
California
$302K -$91.7K -495 -27%
WMN
2133
Wealth Management Nebraska
Nebraska
$301K +$371 +2 +0.2%
TCOT
2134
Trust Company of Toledo
Ohio
$301K – – –
G
2135
GenTrust
Florida
$300K -$3.15K -17 -1%
CGA
2136
Crescent Grove Advisors
Illinois
$300K -$260K -1,401 -51%
PFWA
2137
Paces Ferry Wealth Advisors
Georgia
$299K +$3.71K +20 +2%
WSWA
2138
Warren Street Wealth Advisors
California
$298K +$244K +1,317 New
FDW
2139
Fourth Dimension Wealth
Ohio
$298K +$204K +1,100 +514%
MIM
2140
Moseley Investment Management
Florida
$297K – – –
BFA
2141
Beaumont Financial Advisors
Massachusetts
$297K -$9.45K -51 -4%
WGC
2142
Watts Gwilliam & Co
Arizona
$297K +$205K +1,104 New
CWP
2143
CFM Wealth Partners
Texas
$296K +$242K +1,307 New
FAM
2144
Fairtree Asset Management
South Africa
$296K +$5K +27 +2%
FFA
2145
Florida Financial Advisors
Florida
$295K +$242K +1,304 New
BC
2146
Burney Company
Virginia
$295K – – –
CCA
2147
Childress Capital Advisors
Texas
$295K +$371 +2 +0.2%
RFM
2148
Royal Fund Management
Florida
$293K +$42.6K +230 +22%
FI
2149
Fosun International
China
$293K – – –
FMC
2150
First Merchants Corp
Indiana
$292K -$37.1K -200 -13%
84 85
86
87 88