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Name Holding Trade Value Shares
Change
Change in
Stake
Caisse de Depot et Placement du Quebec (CDPQ)
601
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$255K -$4.77M -52,295 -94%
FMLI
602
Fukoku Mutual Life Insurance
Japan
$247K
CF
603
Centaurus Financial
California
$240K -$157K -1,720 -35%
STAS
604
Strong Tower Advisory Services
Minnesota
$240K +$4.38K +48 +2%
RCAG
605
Rehmann Capital Advisory Group
Michigan
$240K -$20.3K -222 -6%
TC
606
TAP Consulting
Missouri
$238K
WAP
607
Wealthcare Advisory Partners
Pennsylvania
$236K -$3.1K -34 -1%
AA
608
Argent Advisors
Louisiana
$236K
SAM
609
Simplify Asset Management
Nevada
$234K -$148K -1,617 -34%
RAM
610
Roanoke Asset Management
New Jersey
$228K
HWM
611
HighMark Wealth Management
Minnesota
$226K
BDF
612
Balasa Dinverno & Foltz
$224K -$48.9K -536 -15%
ATC
613
Argent Trust Co
Tennessee
$223K -$77.4K -848 -22%
SEC
614
Seven Eight Capital
New York
$223K +$273K +2,989 New
PCS
615
Personal CFO Solutions
New Jersey
$218K -$6.12K -67 -2%
FFS
616
Founders Financial Securities
Maryland
$218K +$40K +438 +18%
PWAG
617
Polaris Wealth Advisory Group
California
$216K -$6.12K -67 -2%
BAM
618
Belpointe Asset Management
Nevada
$216K +$7.3K +80 +3%
NP
619
NorthRock Partners
Minnesota
$216K +$14.1K +154 +6%
HKIMG
620
Hutchens & Kramer Investment Management Group
Indiana
$215K -$13.6K -149 -5%
RWP
621
Revolve Wealth Partners
New Jersey
$214K +$3.92K +43 +2%
VIA
622
Vident Investment Advisory
Georgia
$213K +$1.37K +15 +0.5%
HSA
623
HBK Sorce Advisory
Pennsylvania
$211K -$123K -1,345 -32%
MAM
624
Meeder Asset Management
Ohio
$211K -$76.5K -838 -23%
Carson Wealth (CWM LLC)
625
Carson Wealth (CWM LLC)
Nebraska
$209K +$69.1K +757 +37%