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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
VT
451
Vise Technologies
New York
$687K +$363K +13,223 +117%
MGWM
452
Marks Group Wealth Management
Minnesota
$679K +$666K +24,252 New
AIC
453
Aurora Investment Counsel
Georgia
$674K +$661K +24,054 New
BPWM
454
BCS Private Wealth Management
New Jersey
$673K +$39.4K +1,436 +6%
BCI
455
Brinker Capital Investments
Pennsylvania
$665K +$70.1K +2,554 +12%
WIA
456
World Investment Advisors
California
$660K +$647K +23,577 New
ASN
457
Advisory Services Network
Georgia
$660K -$2.43M -88,349 -79%
AEPWM
458
Atlantic Edge Private Wealth Management
Florida
$656K -$311K -11,333 -33%
SC
459
Syon Capital
California
$654K +$243K +8,845 +61%
EWA
460
EverSource Wealth Advisors
Alabama
$651K +$364K +13,241 +133%
CL
461
Choreo LLC
Illinois
$631K +$37.1K +1,351 +6%
IWM
462
IHT Wealth Management
Illinois
$616K +$604K +22,000 New
IPAM
463
ICICI Prudential Asset Management
India
$611K +$25.9K +942 +5%
RWM
464
Riverchase Wealth Management
Texas
$609K – – –
RC
465
Rexford Capital
Texas
$608K +$6.73K +245 +1%
CB
466
Commerce Bank
Missouri
$604K -$47K -1,712 -7%
AC
467
Avestar Capital
New York
$599K -$17.2K -627 -3%
AAP
468
Arax Advisory Partners
Colorado
$599K -$63.2K -2,301 -10%
PWA
469
Pitcairn Wealth Advisors
Pennsylvania
$595K +$583K +21,243 New
DC
470
Davenport & Co
Virginia
$590K -$369K -13,425 -39%
FFM
471
Forum Financial Management
Illinois
$589K -$134K -4,897 -19%
CCM
472
Coldstream Capital Management
Washington
$581K +$156K +5,692 +38%
MCC
473
Money Concepts Capital
Florida
$578K -$54.3K -1,979 -9%
OC
474
Oppenheimer & Co
New York
$574K +$562K +20,481 New
EF
475
Empirical Finance
Pennsylvania
$564K -$15.6K -569 -3%
17 18
19
20 21