Ticker: TSME CUSIP: 88588G109 Class: SMALL MID CAP EQ
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Apella Capital, LLC | 5,107 | $213 |
| RAYMOND JAMES FINANCIAL INC | 5,056 | $211 |
| Triumph Capital Management | 273 | $11 |
| Capital Analysts, LLC | 1,340 | $0 |
| EverSource Wealth Advisors, LLC | 2 | $0 |
| BESSEMER GROUP INC | 750 | $0 |
| CWM, LLC | 546 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Thrivent Financial for Lutherans | 25,000 | 5,586,076 | +5,561,076 (+22244.3%) |
| Aspire Capital Advisors LLC | 108,859 | 114,921 | +6,062 (+5.6%) |
| ENVESTNET ASSET MANAGEMENT INC | 4,398,789 | 8,278,193 | +3,879,404 (+88.2%) |
| Legacy Wealth Management, LLC / MS | 12,529 | 15,109 | +2,580 (+20.6%) |
| Sunbelt Securities, Inc. | 15,918 | 18,920 | +3,002 (+18.9%) |
| LPL Financial LLC | 12,242 | 49,673 | +37,431 (+305.8%) |
| STIFEL FINANCIAL CORP | 60,782 | 76,903 | +16,121 (+26.5%) |
| TRUIST FINANCIAL CORP | 9,429 | 15,776 | +6,347 (+67.3%) |
| ROYAL BANK OF CANADA | 6,241 | 9,101 | +2,860 (+45.8%) |
| BAILARD, INC. | 37,482 | 38,023 | +541 (+1.4%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 153,943 | 155,508 | +1,565 (+1.0%) |
| Cambridge Investment Research Advisors, Inc. | 83,055 | 118,731 | +35,676 (+43.0%) |
| MORGAN STANLEY | 301 | 633 | +332 (+110.3%) |
| OSAIC HOLDINGS, INC. | 7,386 | 7,709 | +323 (+4.4%) |
| Geneos Wealth Management Inc. | 1,710 | 1,905 | +195 (+11.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| CITADEL ADVISORS LLC | 9,302 | 6,394 | -2,908 (-31.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,470 | $517 |
| MML INVESTORS SERVICES, LLC | 6,930 | $288 |