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Name Holding Trade Value Shares
Change
Change in
Stake
AGP
2326
Autumn Glory Partners
Texas
$306K +$306K +11,020 New
AAS
2327
Annex Advisory Services
Wisconsin
$305K +$70.1K +2,528 +30%
SOS
2328
Silver Oak Securities
Tennessee
$305K -$66.3K -2,391 -18%
WMA
2329
West Michigan Advisors
Michigan
$303K -$805 -29 -0.3%
SWM
2330
Sendero Wealth Management
Texas
$302K +$48.2K +1,738 +19%
SWA
2331
SFMG Wealth Advisors
Texas
$302K -$5.77K -208 -2%
TPW
2332
Tiller Private Wealth
Pennsylvania
$301K -$8.52K -307 -3%
LB
2333
Legacy Bridge
Iowa
$300K
BCMLT
2334
Beacon Capital Management LLC (Tennessee)
Tennessee
$300K +$5.08K +183 +2%
JGIA
2335
Jackson Grant Investment Advisers
Connecticut
$299K +$1.53K +55 +0.5%
RPWA
2336
Regent Peak Wealth Advisors
Georgia
$299K -$77.9K -2,807 -21%
MWM
2337
Mattern Wealth Management
Kansas
$298K +$2.77K +100 +0.9%
CRWM
2338
Castle Rock Wealth Management
California
$298K -$514K -18,528 -63%
HFP
2339
Holistic Financial Partners
Indiana
$298K +$8.91K +321 +3%
S
2340
Sunpointe
Missouri
$298K -$65.4K -2,358 -18%
AA
2341
Altrafin AG
$298K -$9.99K -360 -3%
WMG
2342
WESCAP Management Group
California
$298K +$15.4K +556 +5%
AWG
2343
Altus Wealth Group
Colorado
$297K -$23.3K -839 -7%
ORC
2344
O'Rourke & Company
Massachusetts
$296K -$150K -5,398 -34%
LNWTC
2345
Laird Norton Wetherby Trust Company
Washington
$296K
ES
2346
Eagle Strategies
New York
$295K +$4.72K +170 +2%
OAM
2347
Occidental Asset Management
California
$294K -$2.61K -94 -0.9%
WAM
2348
Winslow Asset Management
Ohio
$294K -$13.9K -500 -5%
PCM
2349
Pointe Capital Management
Michigan
$294K -$12.4K -446 -4%
LSA
2350
Lion Street Advisors
Texas
$293K