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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
YWP
501
YorkBridge Wealth Partners
New York
$103K -$21.1K -235 -21%
PHK
502
Point72 Hong Kong
Hong Kong
$92K +$85.2K +950 New
PA
503
Parallel Advisors
California
$89K +$1.71K +19 +2%
NSIM
504
North Star Investment Management
Illinois
$86K -$43.1K -480 -35%
PG
505
Patten Group
Tennessee
$84K – – –
STA
506
Summit Trail Advisors
New York
$77K +$71.8K +800 New
POIA
507
Pin Oak Investment Advisors
Texas
$75K +$69.4K +774 New
PMFA
508
Plante Moran Financial Advisors
Michigan
$74K +$68.2K +760 New
FDCDDQ
509
Federation des caisses Desjardins du Quebec
Quebec, Canada
$71.6K +$718 +8 +1%
CCM
510
Covington Capital Management
California
$70K – – –
CLOS
511
Compagnie Lombard Odier SCmA
Switzerland
$70K +$2.33K +26 +4%
FANJ
512
Financial Architects (New Jersey)
New Jersey
$67K – – –
VFA
513
Valeo Financial Advisors
Indiana
$66K -$14.8K -165 -20%
JG
514
Jefferies Group
New York
$63K -$736K -8,202 -93%
CG
515
Cutler Group
California
$58K -$2.36M -26,260 -98%
GLI
516
Guardian Life Insurance
New York
$57K +$15.9K +177 +43%
IWP
517
Icon Wealth Partners
Texas
$55K +$50.4K +562 New
TFS
518
TrustCore Financial Services
Tennessee
$54K +$49.8K +555 New
GT
519
Greenleaf Trust
Michigan
$52K – – –
KTM
520
Keeler Thomas Management
Utah
$48K +$44.9K +500 New
CPIG
521
Chicago Partners Investment Group
Illinois
$46K – – –
OSNBOA
522
Old Second National Bank of Aurora
Illinois
$45K -$7.54K -84 -15%
MCM
523
Manchester Capital Management
Vermont
$45K – – –
WTB
524
Washington Trust Bank
Washington
$44K – – –
WT
525
Whittier Trust
California
$42K – – –
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