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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
376
Belpointe Asset Management
Nevada
$259K +$4.38K +148 +2%
SW
377
Simplicity Wealth
New Jersey
$257K -$148 -5 -0.1%
SWTS
378
Stonehaven Wealth & Tax Solutions
Wisconsin
$255K +$240K +8,126 New
CIA
379
Choate Investment Advisors
Massachusetts
$254K
EGWAG
380
Elwood & Goetz Wealth Advisory Group
Georgia
$253K +$4.7K +159 +2%
MGIA
381
Moneta Group Investment Advisors
Missouri
$252K +$238K +8,039 New
FTWA
382
Fifth Third Wealth Advisors
Ohio
$252K -$1.12K -38 -0.5%
SSC
383
Syverson Strege & Co
Iowa
$249K -$13.1K -444 -5%
IF
384
Integrity Financial
Wyoming
$245K
AWM
385
Angeles Wealth Management
California
$245K +$231K +7,805 New
OL
386
one8zero8 LLC
North Carolina
$245K +$1.03K +35 +0.5%
FWI
387
Facet Wealth Inc
Maryland
$243K +$229K +7,750 New
ERSOT
388
Employees Retirement System of Texas
Texas
$242K
KP
389
Keel Point
Alabama
$241K -$3.76K -127 -2%
ACM
390
Advisors Capital Management
New Jersey
$241K +$227K +7,673 New
SC
391
Scotia Capital
Ontario, Canada
$237K -$18.6K -630 -8%
EWS
392
Evergreen Wealth Solutions
Pennsylvania
$236K +$196K +6,637 New
PCG
393
Prosperity Consulting Group
Maryland
$236K +$223K +7,523 New
KOCAA
394
Knights of Columbus Asset Advisors
Connecticut
$233K -$118K -3,980 -35%
TC
395
TownSquare Capital
Utah
$230K +$217K +7,326 New
Toronto Dominion Bank
396
Toronto Dominion Bank
Ontario, Canada
$229K -$5.74K -194 -3%
WS
397
Wedbush Securities
California
$229K +$216K +7,311 New
AIM
398
Aigen Investment Management
New York
$227K +$214K +7,249 New
PWM
399
Perigon Wealth Management
California
$227K +$214K +7,240 New
PI
400
PFG Investments
New York
$227K +$214K +7,230 New