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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).
Filer | 12/31/2023 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% |
Larson Financial Group LLC |
5 |
205 |
+200 |
+4000.00% |
Tradewinds Capital Management LLC |
10 |
75 |
+65 |
+650.00% |
Byrne Asset Management LLC |
360 |
2,170 |
+1,810 |
+502.78% |
Parkside Financial Bank & Trust |
78 |
238 |
+160 |
+205.13% |
PFG Investments LLC |
1,166 |
3,106 |
+1,940 |
+166.38% |
FinTrust Capital Advisors LLC |
13 |
32 |
+19 |
+146.15% |
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% |
Callan Capital LLC |
2,386 |
3,832 |
+1,446 |
+60.60% |
Raymond James & Associates |
56,917 |
90,693 |
+33,776 |
+59.34% |
Ritholtz Wealth Management |
12,384 |
19,616 |
+7,232 |
+58.40% |
Janney Montgomery Scott LLC |
7,812 |
11,535 |
+3,723 |
+47.66% |
Ellsworth Advisors LLC |
9,212 |
13,310 |
+4,098 |
+44.49% |
Stratos Wealth Advisors LLC |
1,191 |
1,691 |
+500 |
+41.98% |
Perigon Wealth Management LLC |
1,107 |
1,561 |
+454 |
+41.01% |
Natixis Advisors L.P. |
283,620 |
399,792 |
+116,172 |
+40.96% |
JJJ Advisors Inc. |
723 |
978 |
+255 |
+35.27% |
Smartleaf Asset Management LLC |
508 |
641 |
+133 |
+26.18% |
Geneos Wealth Management Inc. |
500 |
623 |
+123 |
+24.60% |
HB Wealth Management LLC |
1,156 |
1,434 |
+278 |
+24.05% |
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% |
BNP Paribas Arbitrage SA |
21,862 |
26,435 |
+4,573 |
+20.92% |
Strategic Planning Group LLC |
2,700 |
3,217 |
+517 |
+19.15% |
Raymond James Trust N.A. |
1,939 |
2,309 |
+370 |
+19.08% |
CAPROCK Group Inc. |
3,503 |
4,153 |
+650 |
+18.56% |
Private Advisor Group LLC |
4,428 |
5,113 |
+685 |
+15.47% |
Wedmont Private Capital |
1,592 |
1,838 |
+246 |
+15.45% |
Hexagon Capital Partners LLC |
1,300 |
1,495 |
+195 |
+15.00% |
Planned Solutions Inc. |
780 |
895 |
+115 |
+14.74% |
PDS Planning Inc |
2,767 |
3,159 |
+392 |
+14.17% |
Wealth Enhancement Advisory Services LLC |
3,765 |
4,267 |
+502 |
+13.33% |
Mission Wealth Management LP |
2,039 |
2,263 |
+224 |
+10.99% |
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% |
Signaturefd LLC |
18,823 |
20,100 |
+1,277 |
+6.78% |
Apollon Wealth Management LLC |
3,501 |
3,711 |
+210 |
+6.00% |
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% |
Sequoia Financial Advisors LLC |
7,578 |
7,944 |
+366 |
+4.83% |
Commerce Bank |
2,974 |
3,101 |
+127 |
+4.27% |
Caldwell Sutter Capital Inc. |
122 |
127 |
+5 |
+4.10% |
Huntington National Bank |
3,429 |
3,558 |
+129 |
+3.76% |
Chevy Chase Trust Holdings Inc. |
1,140 |
1,174 |
+34 |
+2.98% |
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% |
Pinnacle Associates Ltd. |
1,320 |
1,351 |
+31 |
+2.35% |
Sage Rhino Capital LLC |
3,717 |
3,796 |
+79 |
+2.13% |
Financial Management Professionals Inc. |
267 |
272 |
+5 |
+1.87% |
Csenge Advisory Group |
1,613 |
1,643 |
+30 |
+1.86% |
Fifth Third Bancorp |
291 |
296 |
+5 |
+1.72% |
Pittenger & Anderson Inc. |
23,210 |
23,570 |
+360 |
+1.55% |
Drive Wealth Management LLC |
1,953 |
1,981 |
+28 |
+1.43% |
Spire Wealth Management |
739 |
746 |
+7 |
+0.95% |
Lincoln National Corp |
1,590 |
1,605 |
+15 |
+0.94% |
Greenleaf Trust |
11,769 |
11,880 |
+111 |
+0.94% |
JFS Wealth Advisors LLC |
336 |
339 |
+3 |
+0.89% |
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% |
Lester Murray Antman dba SimplyRich |
9,336 |
9,371 |
+35 |
+0.37% |
Mitchell & Pahl Private Wealth LLC |
5,151 |
5,160 |
+9 |
+0.17% |
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% |
BNP Paribas |
0 |
400 |
+400 |
+100% |
DAVENPORT & Co LLC |
0 |
1,554 |
+1,554 |
+100% |
Mckinley Capital Management LLC Delaware |
0 |
1,408 |
+1,408 |
+100% |
Financial Counselors Inc. |
0 |
881 |
+881 |
+100% |
Atwood & Palmer Inc. |
0 |
25 |
+25 |
+100% |
Putnam FL Investment Management Co. |
0 |
1,573 |
+1,573 |
+100% |
Brown Advisory Inc. |
0 |
1,271 |
+1,271 |
+100% |
Contravisory Investment Management Inc. |
0 |
927 |
+927 |
+100% |
Palisade Asset Management LLC |
0 |
252 |
+252 |
+100% |
YHB Investment Advisors Inc. |
0 |
722 |
+722 |
+100% |
Northwest Bancshares Inc. |
0 |
807 |
+807 |
+100% |
Asset Dedication LLC |
0 |
100 |
+100 |
+100% |
Donaldson Capital Management LLC |
0 |
1,125 |
+1,125 |
+100% |
Wellington Shields Capital Management LLC |
0 |
1,066 |
+1,066 |
+100% |
Mather Group LLC. |
0 |
79 |
+79 |
+100% |
Pure Financial Advisors Inc. |
0 |
933 |
+933 |
+100% |
Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
1,257 |
+1,257 |
+100% |
Family Firm Inc. |
0 |
846 |
+846 |
+100% |
Rehmann Capital Advisory Group |
0 |
1,694 |
+1,694 |
+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% |
Guardian Financial Partners LLC |
0 |
1,000 |
+1,000 |
+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% |
Baron Silver Stevens Financial Advisors LLC |
0 |
904 |
+904 |
+100% |
Wilson & Boucher Capital Management LLC |
0 |
802 |
+802 |
+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% |
Linden Thomas Advisory Services LLC |
0 |
927 |
+927 |
+100% |
Cherry Tree Wealth Management LLC |
0 |
13 |
+13 |
+100% |
Jamison Private Wealth Management Inc. |
0 |
42 |
+42 |
+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% |
Catalina Capital Group LLC |
0 |
823 |
+823 |
+100% |
13F Filers With Unchanged Share Count |
Hazlett Burt & Watson Inc. |
275 |
275 |
UNCH |
0.00% |
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% |
Boyd Watterson Asset Management LLC OH |
174 |
174 |
UNCH |
0.00% |
Whittier Trust Co. |
446 |
446 |
UNCH |
0.00% |
Private Trust Co. NA |
361 |
361 |
UNCH |
0.00% |
MeadowBrook Investment Advisors LLC |
4,845 |
4,845 |
UNCH |
0.00% |
SOL Capital Management CO |
1,100 |
1,100 |
UNCH |
0.00% |
First National Bank & Trust Co. of Newtown |
1,100 |
1,100 |
UNCH |
0.00% |
North Star Investment Management Corp. |
539 |
539 |
UNCH |
0.00% |
Bangor Savings Bank |
209 |
209 |
UNCH |
0.00% |
GHP Investment Advisors Inc. |
8 |
8 |
UNCH |
0.00% |
Capital Investment Counsel Inc |
1,238 |
1,238 |
UNCH |
0.00% |
GFS Advisors LLC |
7,675 |
7,675 |
UNCH |
0.00% |
Hourglass Capital LLC |
1,400 |
1,400 |
UNCH |
0.00% |
Westover Capital Advisors LLC |
2,245 |
2,245 |
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% |
Compagnie Lombard Odier SCmA |
250 |
250 |
UNCH |
0.00% |
Sunbelt Securities Inc. |
2 |
2 |
UNCH |
0.00% |
Silicon Valley Capital Partners |
141 |
141 |
UNCH |
0.00% |
Bogart Wealth LLC |
336 |
336 |
UNCH |
0.00% |
Legacy Advisors LLC |
1,118 |
1,118 |
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% |
GPS Wealth Strategies Group LLC |
25 |
25 |
UNCH |
0.00% |
Pflug Koory LLC |
700 |
700 |
UNCH |
0.00% |
Retirement Group LLC |
70 |
70 |
UNCH |
0.00% |
Apexium Financial LP |
4,322 |
4,322 |
UNCH |
0.00% |
Criterion Capital Advisors LLC |
140 |
140 |
UNCH |
0.00% |
Prestige Wealth Management Group LLC |
61 |
61 |
UNCH |
0.00% |
PSI Advisors LLC |
90 |
90 |
UNCH |
0.00% |
Avion Wealth |
10 |
10 |
UNCH |
0.00% |
Pacifica Partners Inc. |
230 |
230 |
UNCH |
0.00% |
Tsfg LLC |
126 |
126 |
UNCH |
0.00% |
Key Financial Inc |
162 |
162 |
UNCH |
0.00% |
CVA Family Office LLC |
91 |
91 |
UNCH |
0.00% |
Concord Wealth Partners |
329 |
329 |
UNCH |
0.00% |
TFC Financial Management |
4 |
4 |
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% |
Bradley & Co. Private Wealth Management LLC |
100 |
100 |
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% |
DecisionPoint Financial LLC |
13 |
13 |
UNCH |
0.00% |
Fortitude Family Office LLC |
24 |
24 |
UNCH |
0.00% |
Creative Capital Management Investments LLC |
39 |
39 |
UNCH |
0.00% |
SYSTM Wealth Solutions LLC |
332 |
332 |
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% |
Benjamin F. Edwards & Company Inc. |
162 |
52 |
-110 |
-67.90% |
Farmers & Merchants Trust Co of Chambersburg PA |
94 |
45 |
-49 |
-52.13% |
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% |
Cary Street Partners Asset Management LLC |
23,554 |
12,126 |
-11,428 |
-48.52% |
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
240 |
125 |
-115 |
-47.92% |
Cary Street Partners Investment Advisory LLC |
25,395 |
14,115 |
-11,280 |
-44.42% |
Wambolt & Associates LLC |
7,903 |
4,683 |
-3,220 |
-40.74% |
Proequities Inc. |
101 |
67 |
-34 |
-33.66% |
Robinson Value Management Ltd. |
16,154 |
10,903 |
-5,251 |
-32.51% |
Summit Global Investments |
12,217 |
9,213 |
-3,004 |
-24.59% |
Gradient Investments LLC |
2,513 |
1,940 |
-573 |
-22.80% |
Harel Insurance Investments & Financial Services Ltd. |
178 |
148 |
-30 |
-16.85% |
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% |
Field & Main Bank |
50 |
45 |
-5 |
-10.00% |
Householder Group Estate & Retirement Specialist LLC |
141 |
127 |
-14 |
-9.93% |
Ronald Blue Trust Inc. |
1,412 |
1,282 |
-130 |
-9.21% |
Argonautica Private Wealth Management Inc. |
2,049 |
1,873 |
-176 |
-8.59% |
First Affirmative Financial Network |
2,916 |
2,685 |
-231 |
-7.92% |
UMB Bank N A MO |
887 |
821 |
-66 |
-7.44% |
Kestra Private Wealth Services LLC |
2,331 |
2,185 |
-146 |
-6.26% |
Legacy Wealth Asset Management LLC |
12,171 |
11,470 |
-701 |
-5.76% |
CENTRAL TRUST Co |
1,602 |
1,533 |
-69 |
-4.31% |
Commonwealth Equity Services LLC |
27,460 |
26,455 |
-1,005 |
-3.66% |
Foster & Motley Inc. |
45,149 |
43,575 |
-1,574 |
-3.49% |
First Horizon Advisors Inc. |
1,700 |
1,650 |
-50 |
-2.94% |
Checchi Capital Advisers LLC |
10,648 |
10,339 |
-309 |
-2.90% |
Yousif Capital Management LLC |
28,795 |
28,035 |
-760 |
-2.64% |
Raymond James Financial Services Advisors Inc. |
21,218 |
20,662 |
-556 |
-2.62% |
Valeo Financial Advisors LLC |
4,024 |
3,922 |
-102 |
-2.53% |
Heritage Investors Management Corp |
47,800 |
46,774 |
-1,026 |
-2.15% |
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% |
Gold Investment Management Ltd. |
11,733 |
11,648 |
-85 |
-0.72% |
Richardson Financial Services Inc. |
202 |
201 |
-1 |
-0.50% |
Lodestone Wealth Management LLC |
3,278 |
3,262 |
-16 |
-0.49% |
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% |
Turtle Creek Wealth Advisors LLC |
111 |
0 |
-111 |
-100.00% |
Sapient Capital LLC |
1,516 |
0 |
-1,516 |
-100.00% |
BayBridge Capital Group LLC |
6,012 |
0 |
-6,012 |
-100.00% |
McClarren Financial Advisors Inc. |
3 |
0 |
-3 |
-100.00% |
Tennessee Valley Asset Management Partners |
600 |
0 |
-600 |
-100.00% |
Curated Wealth Partners LLC |
1,573 |
0 |
-1,573 |
-100.00% |
Your Advocates Ltd. LLP |
375 |
0 |
-375 |
-100.00% |
FORA Capital LLC |
6,289 |
0 |
-6,289 |
-100.00% |
Glassman Wealth Services |
740 |
0 |
-740 |
-100.00% |
FDx Advisors Inc. |
1,934 |
0 |
-1,934 |
-100.00% |
Gilman Hill Asset Management LLC |
11,443 |
0 |
-11,443 |
-100.00% |
Capstone Investment Advisors LLC |
3,073 |
0 |
-3,073 |
-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% |
Victory Capital Management Inc. |
9,021 |
0 |
-9,021 |
-100.00% |
See Summary: Institutional Holders of TM
See Details: Top 10 Hedge Funds Holding TM
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