HoldingsChannel.com
Funds Holding TFI

On this page, we present all of the funds holding TFI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding TFI, with a link to that fund's top holdings. The next columns indicate the amount of TFI stock held by each of the funds holding TFI, followed by the TFI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 301 funds holding TFI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding TFI), click the fund name in the "Holder" column of the funds-holding-TFI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE16,048,116$754,261 12/31/2023
     TFI16,048,116$754,261 12/31/2023
Morgan Stanley11,993,576$563,698 12/31/2023
     TFI11,993,576$563,698 12/31/2023
Betterment LLC7,222,340$339,450 12/31/2023
     TFI7,222,340$339,450 12/31/2023
Fisher Asset Management LLC4,076,048$191,574 12/31/2023
     TFI4,076,048$191,574 12/31/2023
Northwestern Mutual Wealth Management Co.4,055,007$190,586 12/31/2023
     TFI4,055,007$190,586 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC3,146,953$147,907 12/31/2023
     TFI3,146,953$147,907 12/31/2023
Bank of Montreal Can1,200,004$56,460 12/31/2023
     TFI1,200,004$56,460 12/31/2023
Envestnet Asset Management Inc.1,175,794$55,262 12/31/2023
     TFI1,175,794$55,262 12/31/2023
Bailard Inc.1,171,566$55,064 12/31/2023
     TFI1,171,566$55,064 12/31/2023
LPL Financial LLC1,162,133$54,620 12/31/2023
     TFI1,162,133$54,620 12/31/2023
UBS Group AG882,608$41,483 12/31/2023
     TFI882,608$41,483 12/31/2023
Cullen Frost Bankers Inc.844,390$39,686 12/31/2023
     TFI844,390$39,686 12/31/2023
Assetmark Inc.832,069$39,107 12/31/2023
     TFI832,069$39,107 12/31/2023
Financial Engines Advisors L.L.C.770,338$36,206 12/31/2023
     TFI770,338$36,206 12/31/2023
One Capital Management LLC672,933$31,628 12/31/2023
     TFI672,933$31,628 12/31/2023
Foster Group Inc.557,561$25,915 03/31/2024
     TFI557,561$25,915 03/31/2024
Advisor Group Holdings Inc.483,866$22,743 12/31/2023
     TFI483,866$22,743 12/31/2023
Renaissance Technologies LLC467,100$21,954 12/31/2023
     TFI467,100$21,954 12/31/2023
JPMorgan Chase & Co.458,701$21,559 12/31/2023
     TFI458,701$21,559 12/31/2023
Allworth Financial LP452,975$21,290 12/31/2023
     TFI452,975$21,290 12/31/2023
Jane Street Group LLC401,968$18,892 12/31/2023
     TFI401,968$18,892 12/31/2023
Wells Fargo & Company MN376,544$17,698 12/31/2023
     TFI376,544$17,698 12/31/2023
HBK Sorce Advisory LLC370,366$17,407 12/31/2023
     TFI370,366$17,407 12/31/2023
Revolve Wealth Partners LLC352,025$16,362 03/31/2024
     TFI352,025$16,362 03/31/2024
JFS Wealth Advisors LLC318,898$14,988 12/31/2023
     TFI318,898$14,988 12/31/2023
Ackerman Capital Advisors LLC318,848$14,986 12/31/2023
     TFI318,848$14,986 12/31/2023
Stifel Financial Corp311,171$14,625 12/31/2023
     TFI311,171$14,625 12/31/2023
Wealthcare Advisory Partners LLC297,527$13,829 03/31/2024
     TFI297,527$13,829 03/31/2024
MML Investors Services LLC286,137$13,448 12/31/2023
     TFI286,137$13,448 12/31/2023
State of Wisconsin Investment Board285,800$13,433 12/31/2023
     TFI285,800$13,433 12/31/2023
Advisors Preferred LLC258,550$12,144 12/31/2023
     TFI258,550$12,144 12/31/2023
Raymond James & Associates254,168$11,814 03/31/2024
     TFI254,168$11,814 03/31/2024
SRS Capital Advisors Inc.232,777$10,941 12/31/2023
     TFI232,777$10,941 12/31/2023
Crestwood Advisors Group LLC230,509$10,834 12/31/2023
     TFI230,509$10,834 12/31/2023
Truist Financial Corp204,952$9,633 12/31/2023
     TFI204,952$9,633 12/31/2023
Sontag Advisory LLC204,229$9,599 12/31/2023
     TFI204,229$9,599 12/31/2023
Mather Group LLC.198,010$9,306 03/31/2024
     TFI198,010$9,306 03/31/2024
McAdam LLC197,482$9,179 03/31/2024
     TFI197,482$9,179 03/31/2024
Wealthcare Capital Management LLC191,700$8,910 03/31/2024
     TFI191,700$8,910 03/31/2024
Sterling Financial Group Inc.181,790$8,450 03/31/2024
     TFI181,790$8,450 03/31/2024
Sage Financial Group Inc.167,047$7,851 12/31/2023
     TFI167,047$7,851 12/31/2023
Commonwealth Equity Services LLC160,078$7,524 12/31/2023
     TFI160,078$7,524 12/31/2023
Steele Capital Management Inc.157,846$7,337 03/31/2024
     TFI157,846$7,337 03/31/2024
Comerica Bank150,862$7,091 12/31/2023
     TFI150,862$7,091 12/31/2023
Wealth Enhancement Advisory Services LLC146,627$6,815 03/31/2024
     TFI146,627$6,815 03/31/2024
OLD Mission Capital LLC134,755$6,333 12/31/2023
     TFI134,755$6,333 12/31/2023
Royal Bank of Canada133,579$6,279 12/31/2023
     TFI133,579$6,279 12/31/2023
HighTower Advisors LLC132,269$6,210 12/31/2023
     TFI132,269$6,210 12/31/2023
CWM LLC131,738$6,123 03/31/2024
     TFI131,738$6,123 03/31/2024
Cambridge Investment Research Advisors Inc.129,426$6,083 12/31/2023
     TFI129,426$6,083 12/31/2023
Mariner LLC121,609$5,716 12/31/2023
     TFI121,609$5,716 12/31/2023
Towercrest Capital Management121,488$5,710 12/31/2023
     TFI121,488$5,710 12/31/2023
Susquehanna International Group LLP113,279$5,324 12/31/2023
     TFI113,279$5,324 12/31/2023
Cetera Investment Advisers113,162$5,319 12/31/2023
     TFI113,162$5,319 12/31/2023
Alliance Wealth Management Group112,787$5,301 12/31/2023
     TFI112,787$5,301 12/31/2023
Aquire Wealth Advisors LLC110,999$5,217 12/31/2023
     TFI110,999$5,217 12/31/2023
Ameriprise Financial Inc.109,836$5,162 12/31/2023
     TFI109,836$5,162 12/31/2023
Beacon Pointe Advisors LLC106,912$5,025 12/31/2023
     TFI106,912$5,025 12/31/2023
Mayflower Financial Advisors LLC102,387$4,812 12/31/2023
     TFI102,387$4,812 12/31/2023
Goldman Sachs Group Inc.102,045$4,796 12/31/2023
     TFI102,045$4,796 12/31/2023
Versant Capital Management Inc95,802$4,453 03/31/2024
     TFI95,802$4,453 03/31/2024
Envestnet Portfolio Solutions Inc.88,937$4,180 12/31/2023
     TFI88,937$4,180 12/31/2023
SWS Partners88,887$4,178 12/31/2023
     TFI88,887$4,178 12/31/2023
Citadel Advisors LLC85,841$4,035 12/31/2023
     TFI85,841$4,035 12/31/2023
Avantax Advisory Services Inc.82,702$3,887 12/31/2023
     TFI82,702$3,887 12/31/2023
Flow Traders U.S. LLC79,416$3,733 12/31/2023
     TFI79,416$3,733 12/31/2023
Invst LLC79,885$3,724 12/31/2023
     TFI79,885$3,724 12/31/2023
Great Valley Advisor Group Inc.78,512$3,690 12/31/2023
     TFI78,512$3,690 12/31/2023
Steel Peak Wealth Management LLC72,032$3,348 03/31/2024
     TFI72,032$3,348 03/31/2024
Evensky & Katz LLC71,934$3,343 03/31/2024
     TFI71,934$3,343 03/31/2024
HHM Wealth Advisors LLC65,821$3,094 12/31/2023
     TFI65,821$3,094 12/31/2023
Raymond James Financial Services Advisors Inc.60,865$2,829 03/31/2024
     TFI60,865$2,829 03/31/2024
XML Financial LLC59,024$2,774 12/31/2023
     TFI59,024$2,774 12/31/2023
Cornerstone Wealth Management LLC56,934$2,646 03/31/2024
     TFI56,934$2,646 03/31/2024
The PNC Financial Services Group Inc.55,349$2,601 12/31/2023
     TFI55,349$2,601 12/31/2023
Thrivent Financial for Lutherans54,911$2,581 12/31/2023
     TFI54,911$2,581 12/31/2023
Cetera Advisor Networks LLC53,492$2,514 12/31/2023
     TFI53,492$2,514 12/31/2023
Kestra Advisory Services LLC52,903$2,486 12/31/2023
     TFI52,903$2,486 12/31/2023
WealthShield Partners LLC52,483$2,467 12/31/2023
     TFI52,483$2,467 12/31/2023
Fifth Third Securities Inc.50,750$2,359 03/31/2024
     TFI50,750$2,359 03/31/2024
Advisor OS LLC48,220$2,266 12/31/2023
     TFI48,220$2,266 12/31/2023
ST Germain D J Co. Inc.45,561$2,118 03/31/2024
     TFI45,561$2,118 03/31/2024
United Capital Financial Advisers LLC44,014$2,069 12/31/2023
     TFI44,014$2,069 12/31/2023
Park Avenue Securities LLC43,939$2,042 03/31/2024
     TFI43,939$2,042 03/31/2024
IFP Advisors Inc40,945$1,924 12/31/2023
     TFI40,945$1,924 12/31/2023
Collective Family Office LLC40,161$1,867 03/31/2024
     TFI40,161$1,867 03/31/2024
Linscomb & Williams Inc.39,518$1,857 12/31/2023
     TFI39,518$1,857 12/31/2023
Citigroup Inc.39,413$1,852 12/31/2023
     TFI39,413$1,852 12/31/2023
First National Corp MA ADV38,759$1,822 03/31/2024
     TFI38,759$1,822 03/31/2024
Moser Wealth Advisors LLC38,690$1,818 12/31/2023
     TFI38,690$1,818 12/31/2023
Harbour Investments Inc.38,538$1,811 12/31/2023
     TFI38,538$1,811 12/31/2023
Goodman Advisory Group LLC37,851$1,779 12/31/2023
     TFI37,851$1,779 12/31/2023
Rockefeller Capital Management L.P.35,582$1,672 12/31/2023
     TFI35,582$1,672 12/31/2023
Cornerstone Wealth Group LLC35,428$1,647 03/31/2024
     TFI35,428$1,647 03/31/2024
Eagle Rock Investment Company LLC35,221$1,637 03/31/2024
     TFI35,221$1,637 03/31/2024
One Wealth Advisors LLC35,205$1,636 03/31/2024
     TFI35,205$1,636 03/31/2024
Braun Bostich & Associates Inc.34,588$1,626 12/31/2023
     TFI34,588$1,626 12/31/2023
Johnson Financial Group LLC34,201$1,607 12/31/2023
     TFI34,201$1,607 12/31/2023
Tortoise Investment Management LLC32,422$1,524 12/31/2023
     TFI32,422$1,524 12/31/2023
Private Advisor Group LLC31,308$1,471 12/31/2023
     TFI31,308$1,471 12/31/2023
BKD Wealth Advisors LLC31,338$1,457 03/31/2024
     TFI31,338$1,457 03/31/2024
Monticello Wealth Management LLC29,367$1,380 12/31/2023
     TFI29,367$1,380 12/31/2023
Keebeck Wealth Management LLC28,773$1,352 12/31/2023
     TFI28,773$1,352 12/31/2023
WBH Advisory Inc.28,562$1,328 03/31/2024
     TFI28,562$1,328 03/31/2024
Vise Technologies Inc.28,226$1,327 12/31/2023
     TFI28,226$1,327 12/31/2023
Financial Life Advisors27,621$1,284 03/31/2024
     TFI27,621$1,284 03/31/2024
Integrated Wealth Concepts LLC27,215$1,279 12/31/2023
     TFI27,215$1,279 12/31/2023
DORVAL Corp26,527$1,247 12/31/2023
     TFI26,527$1,247 12/31/2023
Cetera Advisors LLC25,494$1,198 12/31/2023
     TFI25,494$1,198 12/31/2023
Austin Private Wealth LLC25,664$1,180 03/31/2024
     TFI25,664$1,180 03/31/2024
IHT Wealth Management LLC24,796$1,165 12/31/2023
     TFI24,796$1,165 12/31/2023
Financial Network Wealth Management LLC24,729$1,162 12/31/2023
     TFI24,729$1,162 12/31/2023
Savvy Advisors Inc.24,549$1,154 12/31/2023
     TFI24,549$1,154 12/31/2023
Alesco Advisors LLC24,041$1,130 12/31/2023
     TFI24,041$1,130 12/31/2023
Northeast Financial Group Inc.23,719$1,102 03/31/2024
     TFI23,719$1,102 03/31/2024
Transcendent Capital Group LLC22,735$1,069 03/31/2024
     TFI22,735$1,069 03/31/2024
Omega Financial Group LLC22,897$1,064 03/31/2024
     TFI22,897$1,064 03/31/2024
Private Trust Co. NA22,608$1,063 12/31/2023
     TFI22,608$1,063 12/31/2023
Sequoia Financial Advisors LLC22,545$1,060 12/31/2023
     TFI22,545$1,060 12/31/2023
Juncture Wealth Strategies LLC22,213$1,032 03/31/2024
     TFI22,213$1,032 03/31/2024
CFS Investment Advisory Services LLC21,890$1,029 12/31/2023
     TFI21,890$1,029 12/31/2023
Orion Portfolio Solutions LLC21,667$1,019 12/31/2023
     TFI21,667$1,019 12/31/2023
Wealthfront Advisers LLC21,828$1,015 03/31/2024
     TFI21,828$1,015 03/31/2024
Idaho Trust Bank21,311$1,002 12/31/2023
     TFI21,311$1,002 12/31/2023
Wealthsource Partners LLC20,953$985 12/31/2023
     TFI20,953$985 12/31/2023
Little House Capital LLC20,462$951 03/31/2024
     TFI20,462$951 03/31/2024
New Potomac Partners LLC19,975$939 12/31/2023
     TFI19,975$939 12/31/2023
Facet Wealth Inc.19,991$932 12/31/2023
     TFI19,991$932 12/31/2023
JFG Wealth Management LLC19,815$931 12/31/2023
     TFI19,815$931 12/31/2023
Charles Schwab Investment Advisory Inc.19,785$930 12/31/2023
     TFI19,785$930 12/31/2023
Gradient Investments LLC19,885$924 03/31/2024
     TFI19,885$924 03/31/2024
Adviser Investments LLC19,288$907 12/31/2023
     TFI19,288$907 12/31/2023
Cumberland Advisors Inc.19,160$891 03/31/2024
     TFI19,160$891 03/31/2024
Bragg Financial Advisors Inc18,595$874 12/31/2023
     TFI18,595$874 12/31/2023
FOCUS Wealth Advisors LLC18,690$869 03/31/2024
     TFI18,690$869 03/31/2024
Proequities Inc.18,497$869 12/31/2023
     TFI18,497$869 12/31/2023
Level Four Advisory Services LLC18,148$853 12/31/2023
     TFI18,148$853 12/31/2023
Crabel Capital Management LLC17,985$845 12/31/2023
     TFI17,985$845 12/31/2023
Wealth Management Resources Inc.18,089$841 03/31/2024
     TFI18,089$841 03/31/2024
Aveo Capital Partners LLC17,866$840 12/31/2023
     TFI17,866$840 12/31/2023
Ascent Group LLC17,723$829 12/31/2023
     TFI17,723$829 12/31/2023
Two Sigma Securities LLC17,297$813 12/31/2023
     TFI17,297$813 12/31/2023
PFW Advisors LLC16,152$751 03/31/2024
     TFI16,152$751 03/31/2024
David Loasby15,367$721 12/31/2023
     TFI15,367$721 12/31/2023
Global Retirement Partners LLC15,192$706 03/31/2024
     TFI15,192$706 03/31/2024
Stratos Wealth Advisors LLC15,079$701 03/31/2024
     TFI15,079$701 03/31/2024
Colony Group LLC14,810$696 12/31/2023
     TFI14,810$696 12/31/2023
Cypress Financial Planning LLC14,727$685 03/31/2024
     TFI14,727$685 03/31/2024
Creative Planning14,448$679 12/31/2023
     TFI14,448$679 12/31/2023
Sawgrass Asset Management LLC14,324$673 12/31/2023
     TFI14,324$673 12/31/2023
Claro Advisors LLC14,085$655 03/31/2024
     TFI14,085$655 03/31/2024
Merit Financial Group LLC13,920$654 12/31/2023
     TFI13,920$654 12/31/2023
Dorsey & Whitney Trust CO LLC13,900$653 12/31/2023
     TFI13,900$653 12/31/2023
Vertex Planning Partners LLC13,304$625 12/31/2023
     TFI13,304$625 12/31/2023
Mercer Global Advisors Inc. ADV13,250$623 12/31/2023
     TFI13,250$623 12/31/2023
Consilium Wealth Advisory LLC13,177$619 12/31/2023
     TFI13,177$619 12/31/2023
Family Asset Management LLC12,927$608 12/31/2023
     TFI12,927$608 12/31/2023
Deutsche Bank AG12,912$607 12/31/2023
     TFI12,912$607 12/31/2023
Qube Research & Technologies Ltd12,151$571 12/31/2023
     TFI12,151$571 12/31/2023
OneAscent Financial Services LLC12,212$568 03/31/2024
     TFI12,212$568 03/31/2024
Moors & Cabot Inc.11,932$561 12/31/2023
     TFI11,932$561 12/31/2023
STA Wealth Management LLC11,868$558 12/31/2023
     TFI11,868$558 12/31/2023
Charles Schwab Investment Management Inc.11,776$553 12/31/2023
     TFI11,776$553 12/31/2023
AFT Forsyth & Company Inc.11,750$552 12/31/2023
     TFI11,750$552 12/31/2023
Resources Investment Advisors LLC.11,631$547 12/31/2023
     TFI11,631$547 12/31/2023
Friedenthal Financial11,511$541 12/31/2023
     TFI11,511$541 12/31/2023
Prudential Financial Inc.11,492$540 12/31/2023
     TFI11,492$540 12/31/2023
Atria Wealth Solutions Inc.10,999$517 12/31/2023
     TFI10,999$517 12/31/2023
Richardson Financial Services Inc.10,708$503 12/31/2023
     TFI10,708$503 12/31/2023
Stablepoint Partners LLC10,026$466 03/31/2024
     TFI10,026$466 03/31/2024
My Legacy Advisors LLC9,903$466 12/31/2023
     TFI9,903$466 12/31/2023
First Affirmative Financial Network9,719$452 03/31/2024
     TFI9,719$452 03/31/2024
AdvisorNet Financial Inc9,551$444 03/31/2024
     TFI9,551$444 03/31/2024
Flagship Harbor Advisors LLC9,162$426 03/31/2024
     TFI9,162$426 03/31/2024
First Trust Advisors LP8,996$423 12/31/2023
     TFI8,996$423 12/31/2023
Castleview Partners LLC8,758$412 12/31/2023
     TFI8,758$412 12/31/2023
L.M. Kohn & Company8,622$405 12/31/2023
     TFI8,622$405 12/31/2023
Lincoln National Corp8,357$393 12/31/2023
     TFI8,357$393 12/31/2023
Magnus Financial Group LLC8,360$393 12/31/2023
     TFI8,360$393 12/31/2023
Redhawk Wealth Advisors Inc.8,262$388 12/31/2023
     TFI8,262$388 12/31/2023
Beaumont Financial Advisors LLC8,232$387 12/31/2023
     TFI8,232$387 12/31/2023
Nations Financial Group Inc. IA ADV8,308$386 03/31/2024
     TFI8,308$386 03/31/2024
Cary Street Partners Investment Advisory LLC8,038$378 12/31/2023
     TFI8,038$378 12/31/2023
Icon Wealth Advisors LLC7,943$373 12/31/2023
     TFI7,943$373 12/31/2023
Dakota Wealth Management7,864$370 12/31/2023
     TFI7,864$370 12/31/2023
FMR LLC7,793$366 12/31/2023
     TFI7,793$366 12/31/2023
StrategIQ Financial Group LLC7,790$366 12/31/2023
     TFI7,790$366 12/31/2023
Schonfeld Strategic Advisors LLC7,668$360 12/31/2023
     TFI7,668$360 12/31/2023
Waypoint Capital Advisors LLC7,611$358 12/31/2023
     TFI7,611$358 12/31/2023
Atomi Financial Group Inc.7,565$356 12/31/2023
     TFI7,565$356 12/31/2023
Blair William & Co. IL7,241$340 12/31/2023
     TFI7,241$340 12/31/2023
First Horizon Advisors Inc.7,125$335 12/31/2023
     TFI7,125$335 12/31/2023
Citizens National Bank Trust Department7,100$334 12/31/2023
     TFI7,100$334 12/31/2023
1620 Investment Advisors Inc.6,888$324 12/31/2023
     TFI6,888$324 12/31/2023
Provence Wealth Management Group6,789$319 12/31/2023
     TFI6,789$319 12/31/2023
GLOBALT Investments LLC GA6,750$317 12/31/2023
     TFI6,750$317 12/31/2023
Keybank National Association OH6,697$315 12/31/2023
     TFI6,697$315 12/31/2023
Prime Capital Investment Advisors LLC6,680$314 12/31/2023
     TFI6,680$314 12/31/2023
SageView Advisory Group LLC6,581$308 12/31/2023
     TFI6,581$308 12/31/2023
Diligent Investors LLC6,514$306 12/31/2023
     TFI6,514$306 12/31/2023
Exchange Capital Management Inc.6,500$302 03/31/2024
     TFI6,500$302 03/31/2024
EPG Wealth Management LLC6,493$301 12/31/2023
     TFI6,493$301 12/31/2023
Osborne Partners Capital Management LLC6,339$298 12/31/2023
     TFI6,339$298 12/31/2023
Continuum Advisory LLC6,340$298 12/31/2023
     TFI6,340$298 12/31/2023
Farther Finance Advisors LLC6,325$297 12/31/2023
     TFI6,325$297 12/31/2023
Cooper Financial Group6,366$296 03/31/2024
     TFI6,366$296 03/31/2024
PFG Advisors6,285$295 12/31/2023
     TFI6,285$295 12/31/2023
CX Institutional6,316$294 03/31/2024
     TFI6,316$294 03/31/2024
Summit Financial LLC6,203$292 12/31/2023
     TFI6,203$292 12/31/2023
Tritonpoint Wealth LLC5,862$276 12/31/2023
     TFI5,862$276 12/31/2023
Janney Montgomery Scott LLC5,856$275 12/31/2023
     TFI5,856$275 12/31/2023
Kestra Private Wealth Services LLC5,635$265 12/31/2023
     TFI5,635$265 12/31/2023
Synovus Financial Corp5,535$260 12/31/2023
     TFI5,535$260 12/31/2023
Perigon Wealth Management LLC5,529$260 12/31/2023
     TFI5,529$260 12/31/2023
Advisory Services Network LLC5,509$259 12/31/2023
     TFI5,509$259 12/31/2023
WealthTrust Axiom LLC5,500$258 12/31/2023
     TFI5,500$258 12/31/2023
Hanson & Doremus Investment Management5,457$254 03/31/2024
     TFI5,457$254 03/31/2024
Csenge Advisory Group5,364$252 12/31/2023
     TFI5,364$252 12/31/2023
Captrust Financial Advisors5,307$249 12/31/2023
     TFI5,307$249 12/31/2023
Gerber Kawasaki Wealth & Investment Management5,285$248 12/31/2023
     TFI5,285$248 12/31/2023
Apollon Wealth Management LLC5,274$248 12/31/2023
     TFI5,274$248 12/31/2023
Dynamic Advisor Solutions LLC5,069$236 03/31/2024
     TFI5,069$236 03/31/2024
Bartlett & Co. LLC4,925$232 12/31/2023
     TFI4,925$232 12/31/2023
Bartlett & CO. Wealth Management LLC4,925$232 12/31/2023
     TFI4,925$232 12/31/2023
Twin Focus Capital Partners LLC4,886$230 12/31/2023
     TFI4,886$230 12/31/2023
Pensionmark Financial Group LLC4,835$227 12/31/2023
     TFI4,835$227 12/31/2023
Taylor Hoffman Wealth Management4,656$219 12/31/2023
     TFI4,656$219 12/31/2023
Exchange Bank4,622$215 03/31/2024
     TFI4,622$215 03/31/2024
Colton Groome Financial Advisors LLC4,550$211 03/31/2024
     TFI4,550$211 03/31/2024
Sentinel Pension Advisors Inc.4,464$210 12/31/2023
     TFI4,464$210 12/31/2023
Whittier Trust Co. of Nevada Inc.4,430$208 12/31/2023
     TFI4,430$208 12/31/2023
Capital Advisors Ltd. LLC4,426$206 03/31/2024
     TFI4,426$206 03/31/2024
Parcion Private Wealth LLC4,277$201 12/31/2023
     TFI4,277$201 12/31/2023
Marquette Asset Management LLC4,066$191 12/31/2023
     TFI4,066$191 12/31/2023
Private Wealth Management Group LLC4,041$190 12/31/2023
     TFI4,041$190 12/31/2023
Steward Partners Investment Advisory LLC3,925$184 12/31/2023
     TFI3,925$184 12/31/2023
Global Wealth Management Investment Advisory Inc.3,189$150 12/31/2023
     TFI3,189$150 12/31/2023
LGT Financial Advisors LLC3,132$147 12/31/2023
     TFI3,132$147 12/31/2023
GAMMA Investing LLC3,013$140 03/31/2024
     TFI3,013$140 03/31/2024
Bank of New Hampshire3,000$139 03/31/2024
     TFI3,000$139 03/31/2024
Northwest Capital Management Inc2,770$129 03/31/2024
     TFI2,770$129 03/31/2024
APCM Wealth Management for Individuals2,655$123 03/31/2024
     TFI2,655$123 03/31/2024
BNP Paribas Arbitrage SA2,443$115 12/31/2023
     TFI2,443$115 12/31/2023
Capital Investment Advisory Services LLC2,433$114 12/31/2023
     TFI2,433$114 12/31/2023
Principal Securities Inc.2,337$110 12/31/2023
     TFI2,337$110 12/31/2023
BlackRock Inc.2,049$96 12/31/2023
     TFI2,049$96 12/31/2023
Private Ocean LLC2,024$94 03/31/2024
     TFI2,024$94 03/31/2024
Laurel Wealth Advisors LLC2,000$94 12/31/2023
     TFI2,000$94 12/31/2023
Adirondack Trust Co.1,500$70 03/31/2024
     TFI1,500$70 03/31/2024
Capital Analysts LLC1,391$65 12/31/2023
     TFI1,391$65 12/31/2023
Spire Wealth Management1,363$63 12/31/2023
     TFI1,363$63 12/31/2023
Salomon & Ludwin LLC1,405$61 12/31/2023
     TFI1,405$61 12/31/2023
Ameritas Investment Partners Inc.1,185$56 12/31/2023
     TFI1,185$56 12/31/2023
Thompson Investment Management Inc.1,152$54 03/31/2024
     TFI1,152$54 03/31/2024
O Shaughnessy Asset Management LLC1,149$54 12/31/2023
     TFI1,149$54 12/31/2023
US Bancorp DE1,130$53 12/31/2023
     TFI1,130$53 12/31/2023
Brown Brothers Harriman & Co.1,102$52 12/31/2023
     TFI1,102$52 12/31/2023
Tradition Wealth Management LLC1,097$52 12/31/2023
     TFI1,097$52 12/31/2023
Woodmont Investment Counsel LLC1,081$50 03/31/2024
     TFI1,081$50 03/31/2024
Venturi Wealth Management LLC1,007$47 03/31/2024
     TFI1,007$47 03/31/2024
O Dell Group LLC1,000$47 12/31/2023
     TFI1,000$47 12/31/2023
Ballast Advisors LLC989$46 12/31/2023
     TFI989$46 12/31/2023
Barclays PLC919$43 12/31/2023
     TFI919$43 12/31/2023
Founders Financial Alliance LLC884$42 12/31/2023
     TFI884$42 12/31/2023
Park Place Capital Corp861$40 03/31/2024
     TFI861$40 03/31/2024
Sound Income Strategies LLC836$39 03/31/2024
     TFI836$39 03/31/2024
Pinnacle Bank755$35 03/31/2024
     TFI755$35 03/31/2024
Coastal Investment Advisors Inc.630$29 03/31/2024
     TFI630$29 03/31/2024
Cambridge Trust Co.600$28 12/31/2023
     TFI600$28 12/31/2023
Sunbelt Securities Inc.314$15 03/31/2024
     TFI314$15 03/31/2024
Hexagon Capital Partners LLC315$15 03/31/2024
     TFI315$15 03/31/2024
Balentine LLC329$15 12/31/2023
     TFI329$15 12/31/2023
Larson Financial Group LLC301$14 12/31/2023
     TFI301$14 12/31/2023
Rockbridge Investment Management LCC303$14 12/31/2023
     TFI303$14 12/31/2023
Fifth Third Bancorp264$12 03/31/2024
     TFI264$12 03/31/2024
WASHINGTON TRUST Co256$12 03/31/2024
     TFI256$12 03/31/2024
Fortis Advisors LLC228$11 12/31/2023
     TFI228$11 12/31/2023
Newbridge Financial Services Group Inc.204$10 12/31/2023
     TFI204$10 12/31/2023
Aptus Capital Advisors LLC187$9 12/31/2023
     TFI187$9 12/31/2023
Planned Solutions Inc.165$8 12/31/2023
     TFI165$8 12/31/2023
Delta Asset Management LLC TN154$7 12/31/2023
     TFI154$7 12/31/2023
Franklin Resources Inc.125$6 12/31/2023
     TFI125$6 12/31/2023
Headlands Technologies LLC80$4 12/31/2023
     TFI80$4 12/31/2023
Wetzel Investment Advisors Inc.71$3 03/31/2024
     TFI71$3 03/31/2024
Signaturefd LLC68$3 12/31/2023
     TFI68$3 12/31/2023
GWM Advisors LLC72$3 12/31/2023
     TFI72$3 12/31/2023
Ruedi Wealth Management Inc.74$3 12/31/2023
     TFI74$3 12/31/2023
Prestige Wealth Management Group LLC43$2 12/31/2023
     TFI43$2 12/31/2023
FSA Wealth Management LLC47$2 12/31/2023
     TFI47$2 12/31/2023
Nemes Rush Group LLC45$2 12/31/2023
     TFI45$2 12/31/2023
Global Wealth Strategies & Associates11$1 03/31/2024
     TFI11$1 03/31/2024
Parallel Advisors LLC20$1 12/31/2023
     TFI20$1 12/31/2023
Key Financial Inc25$1 12/31/2023
     TFI25$1 12/31/2023
Cornerstone Planning Group LLC13$1 12/31/2023
     TFI13$1 12/31/2023
Addison Advisors LLC26$1 12/31/2023
     TFI26$1 12/31/2023
Ritter Daniher Financial Advisory LLC DE12$1 12/31/2023
     TFI12$1 12/31/2023
Sandy Spring Bank0$0 12/31/2023
     TFI0$0 12/31/2023
Transamerica Financial Advisors Inc.1$0 12/31/2023
     TFI1$0 12/31/2023
Clear Street Markets LLC1$0 12/31/2023
     TFI1$0 12/31/2023
Tower Research Capital LLC TRC 2$0 12/31/2023
     TFI2$0 12/31/2023
Avion Wealth3$0 12/31/2023
     TFI3$0 12/31/2023
Western Pacific Wealth Management LP10$0 12/31/2023
     TFI10$0 12/31/2023

See Summary: Institutional Holders of TFI
See Details: Top 10 Hedge Funds Holding TFI
Also See: TFI Holdings Changes

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