Ticker: TSPA CUSIP: 87283Q503 Class: US EQUITY RESEAR
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| MidAtlantic Capital Management, Inc. | 3,895 | $167 |
| Sterling Investment Advisors, Ltd. | 8,500 | $364 |
| INTEGRITY ALLIANCE, LLC. | 31,004 | $1,326 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 55,955 | $2,392 |
| Carolina Wealth Advisors, LLC | 1,032 | $44 |
| Aptus Capital Advisors, LLC | 12,608 | $539 |
| Buckingham Strategic Partners | 5,660 | $242 |
| Corient Private Wealth LLC | 6,412 | $229 |
| PNC Financial Services Group, Inc. | 3,372 | $144 |
| BRYN MAWR TRUST Co | 699 | $30 |
| PFS Partners, LLC | 65 | $3 |
| US BANCORP \DE\ | 101 | $4 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Prodigy Asset Management LLC | 653,122 | 681,406 | +28,284 (+4.3%) |
| Alpha Financial Advisors, LLC | 734,151 | 772,836 | +38,685 (+5.3%) |
| NBZ Investment Advisors LLC | 292,950 | 316,564 | +23,614 (+8.1%) |
| Garden State Investment Advisory Services LLC | 208,142 | 271,178 | +63,036 (+30.3%) |
| FORVIS Wealth Advisors, LLC | 1,859,262 | 2,296,981 | +437,719 (+23.5%) |
| Frontier Asset Management, LLC | 447,393 | 457,906 | +10,513 (+2.3%) |
| Eaton Financial Holdings Company, LLC | 380,070 | 385,664 | +5,594 (+1.5%) |
| Bryant Woods Investment Advisors, LLC | 123,021 | 133,184 | +10,163 (+8.3%) |
| Hopwood Financial Services, Inc. | 62,361 | 68,237 | +5,876 (+9.4%) |
| DAHRING | CUSMANO LLC | 76,689 | 79,956 | +3,267 (+4.3%) |
| N.E.W. Advisory Services LLC | 26,218 | 174,154 | +147,936 (+564.3%) |
| ROGCO, LP | 134,343 | 136,204 | +1,861 (+1.4%) |
| Marshall Financial Group LLC | 101,650 | 114,010 | +12,360 (+12.2%) |
| Strategic Blueprint, LLC | 176,624 | 213,773 | +37,149 (+21.0%) |
| Bank of Jackson Hole Trust | 6,284 | 12,672 | +6,388 (+101.7%) |
| Comprehensive Financial Planning, Inc./PA | 39,677 | 40,610 | +933 (+2.4%) |
| Perigon Wealth Management, LLC | 179,206 | 247,858 | +68,652 (+38.3%) |
| Sanctuary Advisors, LLC | 6,910 | 214,799 | +207,889 (+3008.5%) |
| M&T Bank Corp | 5,824,182 | 5,903,654 | +79,472 (+1.4%) |
| 4J Wealth Management LLC | 45,532 | 46,146 | +614 (+1.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| COMMONS CAPITAL, LLC | 65,454 | 6,220 | -59,234 (-90.5%) |
| SK Wealth Management, LLC | 43,035 | 15,780 | -27,255 (-63.3%) |
| Rollins Financial Advisors, LLC | 189,443 | 178,028 | -11,415 (-6.0%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,785,415 | 625,871 | -1,159,544 (-64.9%) |
| Savvy Advisors, Inc. | 18,518 | 6,754 | -11,764 (-63.5%) |
| Atria Investments, Inc | 222,573 | 202,311 | -20,262 (-9.1%) |
| MainStreet Investment Advisors LLC | 7,415 | 5,565 | -1,850 (-24.9%) |
| CWA Asset Management Group, LLC | 14,149 | 9,410 | -4,739 (-33.5%) |
| True Vision MN LLC | 11,179 | 10,841 | -338 (-3.0%) |
| First Heartland Consultants, Inc. | 9,978 | 7,850 | -2,128 (-21.3%) |
| CAPTRUST FINANCIAL ADVISORS | 606,430 | 585,318 | -21,112 (-3.5%) |
| Farther Finance Advisors, LLC | 12,028 | 7,759 | -4,269 (-35.5%) |
| COMERICA BANK | 17,657 | 16,850 | -807 (-4.6%) |
| GOLDMAN SACHS GROUP INC | 21,421 | 20,525 | -896 (-4.2%) |
| Berger Financial Group, Inc | 9,347 | 8,991 | -356 (-3.8%) |
| MASSMUTUAL TRUST CO FSB/ADV | 5,665 | 5,565 | -100 (-1.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| CLEAR INVESTMENT RESEARCH, LLC | 862 | $36 |
| FLOW TRADERS U.S. LLC | 20,017 | $1 |
| Integrated Wealth Concepts LLC | 7,024 | $294 |
| PRINCIPAL SECURITIES, INC. | 3,046 | $128 |
| Creative Planning | 5,926 | $248 |
| HRT FINANCIAL LP | 5,421 | $0 |