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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
376
Mission Wealth Management
California
$267K +$252K +8,519 New
CCMG
377
Connecticut Capital Management Group
Connecticut
$262K – – –
BAM
378
Belpointe Asset Management
Nevada
$259K +$4.38K +148 +2%
SW
379
Simplicity Wealth
New Jersey
$257K -$148 -5 -0.1%
SWTS
380
Stonehaven Wealth & Tax Solutions
Wisconsin
$255K +$240K +8,126 New
CIA
381
Choate Investment Advisors
Massachusetts
$254K – – –
EGWAG
382
Elwood & Goetz Wealth Advisory Group
Georgia
$253K +$4.7K +159 +2%
MGIA
383
Moneta Group Investment Advisors
Missouri
$252K +$238K +8,039 New
FTWA
384
Fifth Third Wealth Advisors
Ohio
$252K -$1.12K -38 -0.5%
SSC
385
Syverson Strege & Co
Iowa
$249K -$13.1K -444 -5%
IF
386
Integrity Financial
Wyoming
$245K – – –
AWM
387
Angeles Wealth Management
California
$245K +$231K +7,805 New
OL
388
one8zero8 LLC
North Carolina
$245K +$1.03K +35 +0.5%
FWI
389
Facet Wealth Inc
Maryland
$243K +$229K +7,750 New
ERSOT
390
Employees Retirement System of Texas
Texas
$242K – – –
KP
391
Keel Point
Alabama
$241K -$3.76K -127 -2%
ACM
392
Advisors Capital Management
New Jersey
$241K +$227K +7,673 New
SC
393
Scotia Capital
Ontario, Canada
$237K -$18.6K -630 -8%
EWS
394
Evergreen Wealth Solutions
Pennsylvania
$236K +$196K +6,637 New
PCG
395
Prosperity Consulting Group
Maryland
$236K +$223K +7,523 New
KOCAA
396
Knights of Columbus Asset Advisors
Connecticut
$233K -$118K -3,980 -35%
TC
397
TownSquare Capital
Utah
$230K +$217K +7,326 New
Toronto Dominion Bank
398
Toronto Dominion Bank
Ontario, Canada
$229K -$5.74K -194 -3%
WS
399
Wedbush Securities
California
$229K +$216K +7,311 New
AIM
400
Aigen Investment Management
New York
$227K +$214K +7,249 New