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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
ARMT
501
Amica Retiree Medical Trust
Rhode Island
$110K +$113K +1,246 New
BWM
502
Baystate Wealth Management
Massachusetts
$98K – – –
YWP
503
YorkBridge Wealth Partners
New York
$98K +$51.5K +568 +105%
FPF
504
FNY Partners Fund
New York
$88K – – –
PA
505
Parallel Advisors
California
$78K -$28.7K -316 -26%
PG
506
Patten Group
Tennessee
$77K – – –
VFA
507
Valeo Financial Advisors
Indiana
$74K +$76.2K +840 New
FDCDDQ
508
Federation des caisses Desjardins du Quebec
Quebec, Canada
$64.6K – – –
CCM
509
Covington Capital Management
California
$64K +$65.3K +720 New
FANJ
510
Financial Architects (New Jersey)
New Jersey
$62K -$57.1K -629 -48%
CLOS
511
Compagnie Lombard Odier SCmA
Switzerland
$61K – – –
OSNBOA
512
Old Second National Bank of Aurora
Illinois
$48K +$7.62K +84 +18%
OFS
513
Orrstown Financial Services
Pennsylvania
$48K +$25.5K +281 +106%
GT
514
Greenleaf Trust
Michigan
$47K +$48.5K +534 New
BTIS
515
BB&T Investment Services
North Carolina
$44K +$13.1K +144 +41%
FIB
516
First Interstate Bank
Montana
$43K -$41.1K -453 -48%
CPIG
517
Chicago Partners Investment Group
Illinois
$42K -$45.4K -500 -51%
MCM
518
Manchester Capital Management
Vermont
$41K – – –
WTB
519
Washington Trust Bank
Washington
$40K – – –
WT
520
Whittier Trust
California
$38K – – –
CAW
521
Cornerstone Advisors (Washington)
Washington
$37K – – –
HWP
522
Hefty Wealth Partners
Indiana
$37K – – –
GLI
523
Guardian Life Insurance
New York
$36K – – –
GBT
524
Grove Bank & Trust
Florida
$35K -$2.36K -26 -6%
QCG
525
Quadrant Capital Group
Ohio
$34K – – –
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