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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
VCG
501
Vantage Consulting Group
Virginia
$243K -$2.71K -87 -1%
CI
502
CX Institutional
Indiana
$242K -$37.8K -1,213 -14%
SAG
503
SageView Advisory Group
California
$239K +$234K +7,511 New
KIA
504
Knollwood Investment Advisory
Maryland
$236K +$221K +7,095 New
DAS
505
Dynamic Advisor Solutions
Arizona
$234K -$13.2K -424 -5%
HCM
506
Highlander Capital Management
New Jersey
$233K – – –
VA
507
Vident Advisory
Georgia
$233K +$12.4K +397 +6%
UH
508
Unigestion Holding
Switzerland
$232K -$3.1M -99,497 -93%
EA
509
Everpar Advisors
Oklahoma
$232K +$217K +6,960 New
SW
510
SVB Wealth
Massachusetts
$227K +$212K +6,799 New
BFM
511
Boothbay Fund Management
New York
$221K -$28.4K -913 -12%
SP
512
Symmetry Partners
Connecticut
$220K – – –
FC
513
Fulcrum Capital
Washington
$220K +$206K +6,597 New
CCM
514
Coldstream Capital Management
Washington
$219K -$37.8K -1,212 -16%
CCA
515
Checchi Capital Advisers
California
$218K +$204K +6,555 New
QCG
516
Quadrant Capital Group
Ohio
$218K +$26.7K +856 +15%
VFA
517
Valeo Financial Advisors
Indiana
$215K +$201K +6,438 New
MIS
518
Morningstar Investment Services
Illinois
$213K +$199K +6,386 New
SA
519
SL Advisors
New Jersey
$212K -$17K -545 -8%
AMG
520
Asset Management Group
Connecticut
$210K +$196K +6,291 New
GL
521
Graypoint LLC
New York
$206K -$38.2K -1,227 -17%
HS
522
Horan Securities
United States
$206K +$192K +6,174 New
BCM
523
Barden Capital Management
Texas
$205K +$191K +6,139 New
FIM
524
Fruth Investment Management
Texas
$203K +$190K +6,100 New
WFI
525
West Family Investments
California
$202K -$155K -4,987 -45%
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