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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
476
Avidian Wealth Enterprises
Texas
$318K -$32.2K -916 -9%
AC
477
AXQ Capital
New Jersey
$318K +$12.8K +365 +4%
RWPA
478
Richard W. Paul & Associates
Michigan
$317K +$7.49K +213 +2%
AWM
479
Affinity Wealth Management
Delaware
$317K +$3.83K +109 +1%
CIA
480
Choate Investment Advisors
Massachusetts
$316K – – –
FNT
481
First National Trust
Pennsylvania
$311K +$773 +22 +0.3%
FDCDDQ
482
Federation des caisses Desjardins du Quebec
Quebec, Canada
$310K -$16K -456 -5%
SW
483
SVB Wealth
Massachusetts
$306K -$12.1K -344 -4%
MNBTD
484
Moody National Bank Trust Division
Texas
$299K – – –
BFG
485
Bleakley Financial Group
New Jersey
$299K -$59.8K -1,701 -17%
SS
486
Simplicity Solutions
Minnesota
$299K +$298K +8,474 New
BAM
487
Belpointe Asset Management
Nevada
$297K -$47.9K -1,362 -14%
PAG
488
Private Advisor Group
New Jersey
$296K +$295K +8,397 New
BL
489
Balentine LLC
Georgia
$294K -$252K -7,165 -46%
DCM
490
Dimension Capital Management
Florida
$293K – – –
CG
491
Colony Group
Massachusetts
$292K -$453K -12,881 -61%
ADL
492
Asset Dedication LLC
California
$290K -$19.2K -547 -6%
QT
493
Quantamental Technologies
New York
$282K -$458K -13,046 -62%
BP
494
Ballentine Partners
Massachusetts
$279K -$31.3K -890 -10%
FC
495
Fulcrum Capital
Washington
$277K +$276K +7,863 New
AC
496
ASB Consultores
Florida
$276K +$12.3K +351 +5%
WA
497
Wealth Alliance
New York
$275K +$24.4K +693 +10%
DS
498
DRW Securities
Illinois
$274K +$273K +7,773 New
IIM
499
Intact Investment Management
Quebec, Canada
$272K -$158K -4,500 -37%
SPC
500
Sigma Planning Corp
Michigan
$269K +$17.7K +504 +7%
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