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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
501
Simplicity Solutions
Minnesota
$261K +$51.7K +1,566 +23%
EF
502
Empowered Funds
Pennsylvania
$253K +$49.5K +1,500 +23%
CCM
503
Coldstream Capital Management
Washington
$245K +$257K +7,776 New
DAS
504
Dynamic Advisor Solutions
Arizona
$244K +$255K +7,744 New
BFM
505
Boothbay Fund Management
New York
$238K +$249K +7,538 New
FT
506
Fiduciary Trust
Massachusetts
$236K -$759 -23 -0.3%
GL
507
Graypoint LLC
New York
$234K +$245K +7,412 New
SA
508
Syntax Advisors
New York
$233K -$14.3K -433 -6%
VCG
509
Vantage Consulting Group
Virginia
$233K -$14.3K -433 -6%
T
510
TOBAM
France
$231K – – –
SDIC
511
South Dakota Investment Council
South Dakota
$230K – – –
API
512
Advisor Partners II
California
$229K +$239K +7,240 New
MAS
513
Meeder Advisory Services
Ohio
$228K +$22.6K +686 +10%
CG
514
Colony Group
Massachusetts
$226K -$12.6K -382 -5%
HCM
515
Highlander Capital Management
New Jersey
$221K +$132K +4,000 +133%
BRWA
516
B. Riley Wealth Advisors
Florida
$221K -$340K -10,298 -60%
CIC
517
Chilton Investment Company
Connecticut
$220K +$230K +6,982 New
MC
518
Moors & Cabot
Massachusetts
$220K +$230K +6,979 New
NFA
519
Northern Financial Advisors
Michigan
$220K +$230K +6,964 New
SA
520
SL Advisors
New Jersey
$218K – – –
UM
521
UniSuper Management
Australia
$218K – – –
CFAM
522
Coury Firm Asset Management
Pennsylvania
$215K +$225K +6,815 New
CC
523
Corton Capital
Ontario, Canada
$212K +$221K +6,705 New
AC
524
ASB Consultores
Florida
$211K -$30.3K -917 -12%
AWM
525
Apollon Wealth Management
South Carolina
$211K -$88.1K -2,669 -29%
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