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TM Holdings Changes image
This page summarizes the TM holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether TM is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing TM Share Count
Allspring Global Investments Holdings LLC 16 2,330 +2,314 +14462.50%
Tradewinds Capital Management LLC 10 75 +65 +650.00%
Byrne Asset Management LLC 360 2,170 +1,810 +502.78%
PFG Investments LLC 1,166 3,106 +1,940 +166.38%
AdvisorNet Financial Inc 35 85 +50 +142.86%
Venturi Wealth Management LLC 300 602 +302 +100.67%
DGS Capital Management LLC 2,088 3,766 +1,678 +80.36%
Leavell Investment Management Inc. 2,000 3,525 +1,525 +76.25%
Aaron Wealth Advisors 3,020 5,195 +2,175 +72.02%
Raymond James & Associates 56,917 90,693 +33,776 +59.34%
Ritholtz Wealth Management 12,384 19,616 +7,232 +58.40%
Ellsworth Advisors LLC 9,212 13,310 +4,098 +44.49%
Stratos Wealth Advisors LLC 1,191 1,691 +500 +41.98%
Natixis Advisors L.P. 283,620 399,792 +116,172 +40.96%
JJJ Advisors Inc. 723 978 +255 +35.27%
Atlas Capital Advisors LLC 3,041 3,771 +730 +24.01%
GAMMA Investing LLC 1,199 1,472 +273 +22.77%
Ballentine Partners LLC 6,437 7,827 +1,390 +21.59%
Strategic Planning Group LLC 2,700 3,217 +517 +19.15%
Raymond James Trust N.A. 1,939 2,309 +370 +19.08%
Wedmont Private Capital 1,592 1,838 +246 +15.45%
Hexagon Capital Partners LLC 1,300 1,495 +195 +15.00%
Wealth Enhancement Advisory Services LLC 3,765 4,267 +502 +13.33%
Summit Trail Advisors LLC 1,114 1,215 +101 +9.07%
Aprio Wealth Management LLC 1,107 1,201 +94 +8.49%
Cambridge Investment Research Advisors Inc. 15,443 16,747 +1,304 +8.44%
Berger Financial Group Inc 1,686 1,826 +140 +8.30%
Optas LLC 1,669 1,803 +134 +8.03%
Naviter Wealth LLC 23,877 25,792 +1,915 +8.02%
Harbor Investment Advisory LLC 75 81 +6 +8.00%
Traveka Wealth LLC 1,795 1,936 +141 +7.86%
Stratos Wealth Partners LTD. 2,103 2,262 +159 +7.56%
Cardinal Capital Management 19,324 20,761 +1,437 +7.44%
Lindbrook Capital LLC 2,160 2,312 +152 +7.04%
Regions Financial Corp 1,596 1,688 +92 +5.76%
Capital Advisors Wealth Management LLC 2,694 2,844 +150 +5.57%
Rosenberg Matthew Hamilton 1,684 1,773 +89 +5.29%
Caldwell Sutter Capital Inc. 122 127 +5 +4.10%
Park Avenue Securities LLC 14,267 14,662 +395 +2.77%
Dakota Wealth Management 1,641 1,686 +45 +2.74%
180 Wealth Advisors LLC 1,776 1,823 +47 +2.65%
Capital Insight Partners LLC 11,576 11,873 +297 +2.57%
Nicholas Hoffman & Company LLC. 1,557 1,597 +40 +2.57%
Community Bank & Trust Waco Texas 4,584 4,692 +108 +2.36%
Financial Management Professionals Inc. 267 272 +5 +1.87%
Fifth Third Bancorp 291 296 +5 +1.72%
Drive Wealth Management LLC 1,953 1,981 +28 +1.43%
Spire Wealth Management 739 746 +7 +0.95%
Montecito Bank & Trust 3,985 4,019 +34 +0.85%
Dynamic Advisor Solutions LLC 3,039 3,063 +24 +0.79%
Bank of New York Mellon Corp 43,374 43,669 +295 +0.68%
Global Retirement Partners LLC 1,524 1,531 +7 +0.46%
Salem Investment Counselors Inc. 5,534 5,541 +7 +0.13%
Abundance Wealth Counselors 2,648 2,649 +1 +0.04%
13F Filers Reporting New Positions In TM
Wiley BROS. Aintree Capital LLC 0 891 +891 +100%
Altfest L J & Co. Inc. 0 884 +884 +100%
First National Bank 0 800 +800 +100%
Atwood & Palmer Inc. 0 25 +25 +100%
Brown Advisory Inc. 0 1,271 +1,271 +100%
Contravisory Investment Management Inc. 0 927 +927 +100%
Asset Dedication LLC 0 100 +100 +100%
Donaldson Capital Management LLC 0 1,125 +1,125 +100%
Mather Group LLC. 0 79 +79 +100%
Pure Financial Advisors Inc. 0 933 +933 +100%
Trust Point Inc. 0 1,764 +1,764 +100%
Harbour Capital Advisors LLC 0 1,428 +1,428 +100%
Legacy Bridge LLC 0 5,501 +5,501 +100%
Flagship Harbor Advisors LLC 0 922 +922 +100%
Simon Quick Advisors LLC 0 809 +809 +100%
Bfsg LLC 0 150 +150 +100%
Cedar Mountain Advisors LLC 0 10 +10 +100%
Altus Wealth Management LLC 0 1,000 +1,000 +100%
Veracity Capital LLC 0 2,748 +2,748 +100%
Davis Capital Management 0 39 +39 +100%
Rise Advisors LLC 0 260 +260 +100%
Sage Mountain Advisors LLC 0 835 +835 +100%
Opal Wealth Advisors LLC 0 178 +178 +100%
Stonegate Investment Group LLC 0 1,060 +1,060 +100%
Simplicity Wealth LLC 0 2,080 +2,080 +100%
Core Wealth Partners LLC 0 1,000 +1,000 +100%
Sunpointe LLC 0 1,244 +1,244 +100%
VanderPol Investments L.L.C. 0 829 +829 +100%
Fox Hill Wealth Management 0 7,465 +7,465 +100%
13F Filers With Unchanged Share Count
Valley National Advisers Inc. 17 17 UNCH 0.00%
NBT Bank N A NY 1,265 1,265 UNCH 0.00%
Parsons Capital Management Inc. RI 1,905 1,905 UNCH 0.00%
Baldwin Brothers Inc. MA 500 500 UNCH 0.00%
Optimum Investment Advisors 250 250 UNCH 0.00%
Adirondack Trust Co. 125 125 UNCH 0.00%
Private Trust Co. NA 361 361 UNCH 0.00%
SOL Capital Management CO 1,100 1,100 UNCH 0.00%
Bangor Savings Bank 209 209 UNCH 0.00%
GHP Investment Advisors Inc. 8 8 UNCH 0.00%
GFS Advisors LLC 7,675 7,675 UNCH 0.00%
Kessler Investment Group LLC 2 2 UNCH 0.00%
Westside Investment Management Inc. 50 50 UNCH 0.00%
Oakworth Capital Inc. 250 250 UNCH 0.00%
CKW Financial Group 4,515 4,515 UNCH 0.00%
MCF Advisors LLC 17 17 UNCH 0.00%
Sunbelt Securities Inc. 2 2 UNCH 0.00%
Bogart Wealth LLC 336 336 UNCH 0.00%
Successful Portfolios LLC 1,520 1,520 UNCH 0.00%
Global Trust Asset Management LLC 4 4 UNCH 0.00%
Carmichael Hill & Associates Inc. 280 280 UNCH 0.00%
Independence Bank of Kentucky 275 275 UNCH 0.00%
Pflug Koory LLC 700 700 UNCH 0.00%
Apexium Financial LP 4,322 4,322 UNCH 0.00%
Criterion Capital Advisors LLC 140 140 UNCH 0.00%
PSI Advisors LLC 90 90 UNCH 0.00%
Pacifica Partners Inc. 230 230 UNCH 0.00%
Tsfg LLC 126 126 UNCH 0.00%
CVA Family Office LLC 91 91 UNCH 0.00%
McLean Asset Management Corp 1,475 1,475 UNCH 0.00%
Annapolis Financial Services LLC 24 24 UNCH 0.00%
SOA Wealth Advisors LLC. 312 312 UNCH 0.00%
Bank of New Hampshire 135 135 UNCH 0.00%
Five Oceans Advisors 4,263 4,263 UNCH 0.00%
Activest Wealth Management 2 2 UNCH 0.00%
SJS Investment Consulting Inc. 3 3 UNCH 0.00%
City State Bank 100 100 UNCH 0.00%
Fortitude Family Office LLC 24 24 UNCH 0.00%
Creative Capital Management Investments LLC 39 39 UNCH 0.00%
Mendota Financial Group LLC 1 1 UNCH 0.00%
Silvia Mccoll Wealth Management LLC 1,335 1,335 UNCH 0.00%
Arlington Trust Co LLC 48 48 UNCH 0.00%
Financial Perspectives Inc 267 267 UNCH 0.00%
Wetzel Investment Advisors Inc. 14 14 UNCH 0.00%
Voisard Asset Management Group Inc. 25 25 UNCH 0.00%
1858 Wealth Management LLC 3,392 3,392 UNCH 0.00%
13F Filers Decreasing TM Share Count
International Assets Investment Management LLC 173,713 914 -172,799 -99.47%
Simplex Trading LLC 29,382 1,081 -28,301 -96.32%
NBC Securities Inc. 156 36 -120 -76.92%
Ashton Thomas Private Wealth LLC 2,823 1,358 -1,465 -51.90%
Sivia Capital Partners LLC 4,730 2,282 -2,448 -51.75%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 240 125 -115 -47.92%
Robinson Value Management Ltd. 16,154 10,903 -5,251 -32.51%
Gradient Investments LLC 2,513 1,940 -573 -22.80%
Clarius Group LLC 4,922 4,154 -768 -15.60%
Sound Income Strategies LLC 66 56 -10 -15.15%
CWM LLC 44,354 39,006 -5,348 -12.06%
First Affirmative Financial Network 2,916 2,685 -231 -7.92%
Legacy Wealth Asset Management LLC 12,171 11,470 -701 -5.76%
CENTRAL TRUST Co 1,602 1,533 -69 -4.31%
Foster & Motley Inc. 45,149 43,575 -1,574 -3.49%
Checchi Capital Advisers LLC 10,648 10,339 -309 -2.90%
Raymond James Financial Services Advisors Inc. 21,218 20,662 -556 -2.62%
Valeo Financial Advisors LLC 4,024 3,922 -102 -2.53%
Bruce G. Allen Investments LLC 469 460 -9 -1.92%
McMahon Financial Advisors LLC 13,131 12,879 -252 -1.92%
Veriti Management LLC 19,202 19,043 -159 -0.83%
Keel Point LLC 1,630 1,617 -13 -0.80%
Etesian Wealth Advisors Inc. 5,962 5,941 -21 -0.35%
Allworth Financial LP 3,081 3,078 -3 -0.10%
13F Filers Exiting TM
BKM Wealth Management LLC 215 0 -215 -100.00%
Sapient Capital LLC 1,516 0 -1,516 -100.00%
Tennessee Valley Asset Management Partners 600 0 -600 -100.00%
Curated Wealth Partners LLC 1,573 0 -1,573 -100.00%
Gilman Hill Asset Management LLC 11,443 0 -11,443 -100.00%
Central Bank & Trust Co. 54 0 -54 -100.00%
Webster Bank N. A. 200 0 -200 -100.00%
Bourgeon Capital Management LLC 33 0 -33 -100.00%

See Summary: Institutional Holders of TM
See Details: Top 10 Hedge Funds Holding TM

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