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Kyndryl
KD

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
301
Geneos Wealth Management
Colorado
$24.8K +$268 +11 +1%
SSB
302
Sandy Spring Bank
Maryland
$24.6K +$5.56K +228 +27%
NA
303
NewEdge Advisors
Louisiana
$24.4K +$6.75K +277 +35%
LWCFA
304
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24.4K -$951 -39 -4%
ADL
305
Asset Dedication LLC
California
$24.3K -$634 -26 -2%
PSB
306
Piscataqua Savings Bank
New Hampshire
$24K -$1.15K -47 -4%
BC
307
Broadwater Capital
Massachusetts
$23.8K – – –
RA
308
Rise Advisors
New York
$23.6K -$1.17K -48 -4%
DMBA
309
Deseret Mutual Benefit Administrators
Utah
$22.7K – – –
NFSG
310
Newbridge Financial Services Group
Florida
$22.5K +$244 +10 +1%
WTC
311
WhitTier Trust Company
Nevada
$22.4K -$3.1K -127 -12%
QC
312
Quent Capital
New York
$22K -$122 -5 -0.5%
IRC
313
Investors Research Corp
Georgia
$21.9K – – –
LC
314
Lindbrook Capital
California
$21.6K – – –
CT
315
Colonial Trust
South Carolina
$20.2K -$1.95K -80 -8%
VWM
316
Venturi Wealth Management
Texas
$19.8K – – –
PS
317
Planned Solutions
California
$19.5K +$20.7K +849 New
CPA
318
Capital Performance Advisors
California
$19.2K +$20.4K +836 New
EWA
319
EverSource Wealth Advisors
Alabama
$19K +$9.85K +404 +96%
CSC
320
Caldwell Sutter Capital
California
$19K -$732 -30 -4%
FFA
321
Farther Finance Advisors
California
$18.8K +$10.5K +432 +112%
SWM
322
Spire Wealth Management
Virginia
$18.7K -$1.2K -49 -6%
FGA
323
Fortis Group Advisors
New Jersey
$18.4K – – –
GBT
324
Grove Bank & Trust
Florida
$18.4K – – –
GRP
325
Global Retirement Partners
California
$17.6K -$4.49K -184 -19%
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