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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
RTC
501
Riverview Trust Company
Washington
$30K +$29.9K +788 New
CWM
502
Cranbrook Wealth Management
Michigan
$29K – – –
T
503
TCWP
Ohio
$29K +$29.1K +767 New
VCM
504
Versant Capital Management
Arizona
$28K -$265 -7 -0.9%
AIP
505
Ahrens Investment Partners
Louisiana
$27K – – –
TWA
506
TCI Wealth Advisors
Arizona
$26K – – –
LF
507
Lee Financial
Texas
$25K – – –
EI
508
Ellevest Inc
New York
$24K +$16.3K +429 +213%
GM
509
GeoWealth Management
Illinois
$20K -$2.46K -65 -11%
ST
510
Smithfield Trust
Pennsylvania
$20K – – –
FRA
511
Front Row Advisors
California
$20K +$796 +21 +4%
NIM
512
NuWave Investment Management
New Jersey
$19K -$102K -2,689 -85%
SBL
513
Sargent Bickham Lagudis
Colorado
$19K – – –
CCA
514
Column Capital Advisors
Indiana
$18K -$13.3K -350 -42%
TFS
515
TrustCore Financial Services
Tennessee
$18K +$14.6K +384 +447%
PFBT
516
Parkside Financial Bank & Trust
Missouri
$17K +$6.33K +167 +60%
TAIM
517
TD Ameritrade Investment Management
Nebraska
$16K -$35K -924 -68%
PB
518
Pinnacle Bancorp
Nebraska
$16K +$5.73K +151 +59%
SIAP
519
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$14K -$3.94K -104 -22%
BG
520
Bollard Group
Massachusetts
$14K +$38 +1 +0.3%
MAM
521
Meeder Asset Management
Ohio
$14K +$14.1K +371 New
UAML
522
US Asset Management LLC
Pennsylvania
$14K +$14.5K +382 New
SC
523
SouthState Corp
Florida
$13K – – –
FAG
524
Fortitude Advisory Group
Washington
$12K +$1.02K +27 +9%
GFPC
525
Global Financial Private Client
Florida
$11K – – –
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