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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
501
Cranbrook Wealth Management
Michigan
$29K – – –
T
502
TCWP
Ohio
$29K +$29.1K +767 New
VCM
503
Versant Capital Management
Arizona
$28K -$265 -7 -0.9%
AIP
504
Ahrens Investment Partners
Louisiana
$27K – – –
TWA
505
TCI Wealth Advisors
Arizona
$26K – – –
LF
506
Lee Financial
Texas
$25K – – –
EI
507
Ellevest Inc
New York
$24K +$16.3K +429 +213%
GM
508
GeoWealth Management
Illinois
$20K -$2.46K -65 -11%
ST
509
Smithfield Trust
Pennsylvania
$20K – – –
FRA
510
Front Row Advisors
California
$20K +$796 +21 +4%
NIM
511
NuWave Investment Management
New Jersey
$19K -$102K -2,689 -85%
SBL
512
Sargent Bickham Lagudis
Colorado
$19K – – –
CCA
513
Column Capital Advisors
Indiana
$18K -$13.3K -350 -42%
TFS
514
TrustCore Financial Services
Tennessee
$18K +$14.6K +384 +447%
PFBT
515
Parkside Financial Bank & Trust
Missouri
$17K +$6.33K +167 +60%
TAIM
516
TD Ameritrade Investment Management
Nebraska
$16K -$35K -924 -68%
PB
517
Pinnacle Bancorp
Nebraska
$16K +$5.73K +151 +59%
SIAP
518
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$14K -$3.94K -104 -22%
BG
519
Bollard Group
Massachusetts
$14K +$38 +1 +0.3%
MAM
520
Meeder Asset Management
Ohio
$14K +$14.1K +371 New
UAML
521
US Asset Management LLC
Pennsylvania
$14K +$14.5K +382 New
SC
522
SouthState Corp
Florida
$13K – – –
FAG
523
Fortitude Advisory Group
Washington
$12K +$1.02K +27 +9%
GFPC
524
Global Financial Private Client
Florida
$11K – – –
CFGS
525
Concourse Financial Group Securities
Alabama
$11K -$40.8K -1,075 -79%
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