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Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
251
Annex Advisory Services
Wisconsin
$250K -$9.92K -60 -4%
MWM
252
Mission Wealth Management
California
$250K +$12.9K +78 +5%
AAM
253
Auxier Asset Management
Oregon
$245K – – –
TA
254
Tectonic Advisors
Texas
$245K – – –
CBTWT
255
Community Bank & Trust (Waco, Texas)
Texas
$238K – – –
BFS
256
Bard Financial Services
Connecticut
$231K – – –
LWP
257
Legacy Wealth Planning
Nevada
$231K – – –
WWM
258
Westwood Wealth Management
California
$231K – – –
YIH
259
Y-Intercept (HK)
Hong Kong
$230K +$246K +1,491 New
AP
260
Americana Partners
Texas
$230K +$386K +2,333 New
MAM
261
McLean Asset Management
Virginia
$228K – – –
SWA
262
Stratos Wealth Advisors
Ohio
$228K +$331 +2 +0.1%
CAM
263
Cresset Asset Management
Illinois
$227K -$261K -1,580 -52%
DCM
264
DGS Capital Management
New Jersey
$220K -$29.4K -178 -11%
PFO
265
Pathstone Family Office
New Jersey
$220K +$236K +1,427 New
CHP
266
Cable Hill Partners
Oregon
$218K +$234K +1,417 New
BOPW
267
Brandywine Oak Private Wealth
Pennsylvania
$217K +$7.27K +44 +3%
GFP
268
Guardian Financial Partners
California
$217K +$9.92K +60 +4%
HC
269
Hourglass Capital
Texas
$216K – – –
SFG
270
SevenBridge Financial Group
Pennsylvania
$216K – – –
VIM
271
Vista Investment Management
Pennsylvania
$214K – – –
BJL
272
Brighton Jones LLC
Washington
$211K -$4.63K -28 -2%
IC
273
Intersect Capital
California
$209K -$54.1K -327 -19%
TYCC
274
Texas Yale Capital Corp
Florida
$209K +$19.8K +120 +10%
AIM
275
Aigen Investment Management
New York
$209K +$224K +1,358 New
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