Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
851
Kohmann Bosshard Financial Services
Ohio
$252K – – –
VWM
852
Valley Wealth Managers
New Jersey
$252K -$22.8K -77 -8%
NA
853
Navellier & Associates
Nevada
$251K – – –
EI
854
Ellevest Inc
New York
$251K -$38.4K -130 -13%
CFFP
855
Center for Financial Planning
Michigan
$250K – – –
VVP
856
Venture Visionary Partners
Ohio
$250K – – –
EP
857
Edgestream Partners
New Jersey
$245K -$556K -1,880 -69%
FT
858
Fiduciary Trust
Massachusetts
$245K +$15.1K +51 +7%
EB
859
Exchange Bank
California
$244K -$10.9K -37 -4%
PP
860
PDS Planning
Ohio
$244K -$296 -1 -0.1%
BAM
861
Belpointe Asset Management
Nevada
$243K +$30.8K +104 +14%
ADL
862
Asset Dedication LLC
California
$242K -$591 -2 -0.2%
CT
863
Coastline Trust
Rhode Island
$241K – – –
WA
864
Wealthstream Advisors
New York
$240K -$591 -2 -0.2%
HH
865
Hilltop Holdings
Texas
$240K -$1.48K -5 -0.6%
TPI
866
Trust Point Inc
Wisconsin
$239K -$25.4K -86 -10%
PA
867
Pinnacle Associates
New York
$238K -$135K -455 -36%
WF
868
Welch & Forbes
Massachusetts
$238K -$2.37K -8 -1%
AC
869
ASB Consultores
Florida
$238K -$46.7K -158 -16%
CAG
870
Csenge Advisory Group
Florida
$238K +$8.28K +28 +4%
MCCA
871
Mill Creek Capital Advisors
Pennsylvania
$238K +$45.5K +154 +23%
AGC
872
Aspen Grove Capital
Colorado
$237K -$35.2K -119 -13%
Caisse de Depot et Placement du Quebec (CDPQ)
873
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$236K -$5.07M -17,143 -96%
HWA
874
Heritage Wealth Advisors
Virginia
$236K – – –
CIS
875
Connors Investor Services
Pennsylvania
$235K – – –