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Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
351
Kohmann Bosshard Financial Services
Ohio
$244K – – –
SSC
352
Syverson Strege & Co
Iowa
$244K -$4.77K -185 -2%
IQI
353
Integrated Quantitative Investments
Washington
$243K -$2.62M -101,474 -92%
EA
354
Emerald Advisors
Washington
$243K +$224K +8,680 New
GF
355
Gabelli Funds
New York
$242K +$6.08K +236 +3%
CIA
356
Choate Investment Advisors
Massachusetts
$241K – – –
FCH
357
Freestone Capital Holdings
Washington
$240K +$13.7K +533 +7%
BAM
358
Belpointe Asset Management
Nevada
$236K – – –
CCMG
359
Connecticut Capital Management Group
Connecticut
$234K +$215K +8,352 New
FTUS
360
Flow Traders U.S.
New York
$233K -$1.76M -68,260 -89%
WFI
361
West Family Investments
California
$230K – – –
Mitsubishi UFJ Asset Management
362
Mitsubishi UFJ Asset Management
Japan
$225K -$14.1K -548 -7%
EGM
363
Engineers Gate Manager
New York
$221K -$198K -7,675 -49%
EGWAG
364
Elwood & Goetz Wealth Advisory Group
Georgia
$219K +$201K +7,807 New
PWG
365
Portside Wealth Group
Utah
$218K +$201K +7,791 New
OL
366
one8zero8 LLC
North Carolina
$217K – – –
ERSOT
367
Employees Retirement System of Texas
Texas
$216K – – –
BPWM
368
Badgley Phelps Wealth Managers
Washington
$213K +$196K +7,600 New
BPA
369
Beacon Pointe Advisors
California
$213K +$196K +7,599 New
ACS
370
Archford Capital Strategies
Illinois
$212K +$195K +7,566 New
FTWA
371
Fifth Third Wealth Advisors
Ohio
$210K +$193K +7,500 New
APM
372
a16z Perennial Management
California
$209K +$192K +7,452 New
BC
373
Bridgefront Capital
Texas
$207K -$235K -9,130 -55%
EWS
374
Evergreen Wealth Solutions
Pennsylvania
$206K +$190K +7,370 New
SIM
375
Stratos Investment Management
Ohio
$205K +$189K +7,317 New