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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
276
MUFG Americas
New York
$18K +$17.6K +651 New
APA
277
American Portfolios Advisors
New York
$17.2K – – –
AWM
278
Aevitas Wealth Management
Massachusetts
$17K – – –
YWP
279
YorkBridge Wealth Partners
New York
$15K +$9.45K +350 +199%
SBL
280
Sargent Bickham Lagudis
Colorado
$14K – – –
TFS
281
TrustCore Financial Services
Tennessee
$14K – – –
VFA
282
Valeo Financial Advisors
Indiana
$14K – – –
CAC
283
Certified Advisory Corp
Florida
$13K – – –
CLOS
284
Compagnie Lombard Odier SCmA
Switzerland
$13K – – –
OSNBOA
285
Old Second National Bank of Aurora
Illinois
$13K – – –
ST
286
Smithfield Trust
Pennsylvania
$13K – – –
MCM
287
Manchester Capital Management
Vermont
$13K +$12.6K +467 New
QCG
288
Quadrant Capital Group
Ohio
$12K -$2.81K -104 -15%
PCP
289
Proficio Capital Partners
Massachusetts
$12K – – –
TF
290
Tompkins Financial
New York
$12K – – –
PFPT
291
Pinnacle Financial Partners (Tennessee)
Tennessee
$12K +$11.8K +438 New
BWA
292
Burt Wealth Advisors
Maryland
$11K – – –
CA
293
Crewe Advisors
Utah
$11K – – –
LWCFA
294
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K – – –
BWM
295
Baystate Wealth Management
Massachusetts
$11K +$81 +3 +0.7%
AIM
296
Advantage Investment Management
Iowa
$10K -$191K -7,086 -95%
EFSCE
297
Enterprise Financial Services Corp (EFSC)
Missouri
$10K – – –
MFW
298
Mosaic Family Wealth
Missouri
$10K – – –
BG
299
Bollard Group
Massachusetts
$10K +$54 +2 +0.6%
NSIM
300
North Star Investment Management
Illinois
$8K – – –
10 11
12
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