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Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
351
Kohmann Bosshard Financial Services
Ohio
$227K – – –
BJL
352
Brighton Jones LLC
Washington
$223K +$241K +8,554 New
Brown Advisory
353
Brown Advisory
Maryland
$219K +$237K +8,413 New
SSC
354
Syverson Strege & Co
Iowa
$219K -$8.72K -310 -4%
CCMG
355
Connecticut Capital Management Group
Connecticut
$218K +$56 +2 +0%
DWM
356
Diversify Wealth Management
Utah
$217K +$220K +7,835 New
SW
357
Simplicity Wealth
New Jersey
$213K -$276K -9,813 -54%
SC
358
Scotia Capital
Ontario, Canada
$213K -$20.2K -718 -8%
CIA
359
Choate Investment Advisors
Massachusetts
$211K -$13.6K -485 -6%
BAM
360
Belpointe Asset Management
Nevada
$211K -$8.97K -319 -4%
FTWA
361
Fifth Third Wealth Advisors
Ohio
$210K +$16.1K +572 +8%
EGWAG
362
Elwood & Goetz Wealth Advisory Group
Georgia
$206K +$2.9K +103 +1%
KP
363
Keel Point
Alabama
$204K -$143K -5,070 -39%
IF
364
Integrity Financial
Wyoming
$204K +$220K +7,816 New
OL
365
one8zero8 LLC
North Carolina
$202K – – –
ERSOT
366
Employees Retirement System of Texas
Texas
$201K – – –
Mitsubishi UFJ Asset Management
367
Mitsubishi UFJ Asset Management
Japan
$200K -$3.97K -141 -2%
ACS
368
Archford Capital Strategies
Illinois
$200K +$3.46K +123 +2%
AF
369
Allworth Financial
California
$196K -$40.6K -1,442 -16%
Toronto Dominion Bank
370
Toronto Dominion Bank
Ontario, Canada
$196K +$211K +7,500 New
BBHC
371
Brown Brothers Harriman & Co
New York
$177K +$25.3K +901 +15%
CH
372
Cromwell Holdings
Wyoming
$172K – – –
VSQM
373
V-Square Quantitative Management
Illinois
$155K +$60.9K +2,165 +57%
HI
374
Harbour Investments
Wisconsin
$144K +$2.5K +89 +2%
JAM
375
JCIC Asset Management
Ontario, Canada
$142K +$4.36K +155 +3%