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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
526
Kingswood Wealth Advisors
California
$395K +$120K +4,116 +52%
HFS
527
Hantz Financial Services
Michigan
$394K +$9.7K +333 +3%
CAM
528
Cidel Asset Management
Ontario, Canada
$392K +$49.2K +1,690 +16%
JWM
529
JGP Wealth Management
Oregon
$391K +$348K +11,958 New
NICM
530
Neo Ivy Capital Management
New York
$386K -$2.74M -94,216 -89%
CC
531
Centiva Capital
New York
$382K -$1.23M -42,319 -78%
BFG
532
Bleakley Financial Group
New Jersey
$378K +$31.5K +1,081 +10%
LGA
533
Lebenthal Global Advisors
New York
$371K +$330K +11,336 New
RAG
534
RIA Advisory Group
Iowa
$369K +$1.08K +37 +0.3%
SAM
535
Seelaus Asset Management
New Jersey
$363K +$31.5K +1,080 +11%
GIA
536
Gateway Investment Advisers
Ohio
$354K -$53.8K -1,848 -15%
TCWA
537
Turtle Creek Wealth Advisors
Texas
$354K +$56K +1,921 +22%
WEG
538
World Equity Group
Illinois
$353K +$2.71K +93 +0.9%
CA
539
Clearstead Advisors
Ohio
$344K -$199K -6,829 -39%
LWMM
540
Legacy Wealth Management (Mississippi)
Mississippi
$344K -$231K -7,930 -43%
BS
541
Banco Santander
Spain
$342K – – –
WC
542
Waterloo Capital
Texas
$341K +$20.2K +694 +7%
TCA
543
Transcend Capital Advisors
New Jersey
$333K -$20.8K -713 -7%
IAS
544
IMA Advisory Services
Colorado
$327K +$291K +10,006 New
CT
545
Chicago Trust
Illinois
$327K – – –
KA
546
Kovack Advisors
Florida
$327K -$961 -33 -0.3%
UB
547
UMB Bank
Missouri
$326K -$7.05K -242 -2%
CSPIA
548
Cary Street Partners Investment Advisory
Virginia
$325K -$7.08K -243 -2%
SC
549
Syon Capital
California
$325K -$240K -8,222 -45%
MWM
550
Mission Wealth Management
California
$323K +$288K +9,879 New
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