TMB Institutional Ownership & 13F Filings | Stock Alarm Pro

TMB(TMB)

TMB

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Top 31 Institutional Holders

Holder	Shares	Date	Change	% Held
WCG Wealth Advisors LLC	1.74M	Mar 31, 26	+1.74M	83.47%
Mariner, LLC	1.11M	Mar 31, 26	+1.11M	53.20%
Strid Group, LLC	582.84K	Mar 31, 26	+31.78K	27.99%
PERSONAL CFO SOLUTIONS, LLC	444.55K	Mar 31, 26	-3.42K	21.35%
LPL Financial LLC	341.29K	Mar 31, 26	+341.29K	16.39%
D.B. Root & Company, LLC	175.69K	Mar 31, 26	+7.76K	8.44%
FLYNN ZITO CAPITAL MANAGEMENT, LLC	166.31K	Mar 31, 26	+166.31K	7.99%
GOLDMAN SACHS GROUP INC	165.96K	Mar 31, 26	+126.62K	7.97%
Cornerstone Wealth Group, LLC	137.69K	Mar 31, 26	+66.93K	6.61%
Integrity Wealth Solutions LLC	107.85K	Mar 31, 26	+18.69K	5.18%
HighTower Advisors, LLC	105.79K	Mar 31, 26	+84.02K	5.08%
Westside Investment Management, Inc.	70.97K	Mar 31, 26	+53.17K	3.41%
Clay Northam Wealth Management, LLC	63.30K	Mar 31, 26	+8.15K	3.04%
Empire Financial Management Company, LLC	56.22K	Mar 31, 26	+797	2.70%
THRIVENT FINANCIAL FOR LUTHERANS	30.04K	Mar 31, 26	+30.04K	1.44%
JANE STREET GROUP, LLC	13.16K	Mar 31, 26	-20.45K	0.63%
CITADEL ADVISORS LLC	12.79K	Mar 31, 26	-13.25K	0.61%
CHANNEL WEALTH LLC	10.35K	Mar 31, 26	+10.35K	0.50%
JPMORGAN CHASE & CO	9.12K	Mar 31, 26	+7.16K	0.44%
Sunbelt Securities, Inc.	6.63K	Mar 31, 26	+14	0.32%
Spire Wealth Management	3.33K	Mar 31, 26	+255	0.16%
Sound Income Strategies, LLC	2.76K	Mar 31, 26	+2.76K	0.13%
PRIVATE TRUST CO NA	1.10K	Mar 31, 26	+1.10K	0.05%
MORGAN STANLEY	462	Mar 31, 26	-386	0.02%
IFP Advisors, Inc	263	Mar 31, 26	-9.17K	0.01%
UBS Group AG	106	Mar 31, 26	+106	0.01%
Global View Capital Management LLC	--	Mar 31, 26	-12.68K	--
Kestra Advisory Services, LLC	--	Mar 31, 26	-1.35K	--
HERITAGE OAK WEALTH ADVISORS LLC	--	Mar 31, 26	-8.72K	--
Principia Wealth Advisory, LLC	13.50K	Dec 31, 25	+192	0.65%
Atria Wealth Solutions, Inc.	9.64K	Jun 30, 25	+9.64K	0.46%