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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
526
EP Wealth Advisors
California
$393K +$141K +4,181 +54%
TCA
527
Transcend Capital Advisors
New Jersey
$392K +$123K +3,637 +44%
FGA
528
Fortis Group Advisors
New Jersey
$389K +$403K +11,915 New
CA
529
Clearstead Advisors
Ohio
$387K +$62K +1,832 +19%
RCM
530
Raleigh Capital Management
North Carolina
$384K +$13.4K +395 +4%
LCM
531
Landscape Capital Management
New Jersey
$375K -$3.2M -94,680 -89%
SWP
532
Significant Wealth Partners
Illinois
$371K +$68 +2 +0%
WPA
533
West Paces Advisors
Georgia
$369K -$9.57K -283 -2%
KIA
534
Knollwood Investment Advisory
Maryland
$369K – – –
PAG
535
Private Advisor Group
New Jersey
$368K -$2.2K -65 -0.6%
LCWP
536
Legacy Capital Wealth Partners
Arkansas
$366K -$15.6K -460 -4%
TSMHT
537
Thurston Springer Miller Herd & Titak
Indiana
$365K +$107K +3,178 +40%
LFAS
538
Level Four Advisory Services
Texas
$361K -$4.73K -140 -1%
BPWM
539
BCS Private Wealth Management
New Jersey
$360K +$366K +10,826 New
GM
540
GeoWealth Management
Illinois
$360K +$141K +4,159 +62%
KAS
541
Kestra Advisory Services
Texas
$359K -$451K -13,347 -55%
PTC
542
Petrus Trust Company
Texas
$357K -$76.4K -2,259 -17%
DWT
543
Dorsey & Whitney Trust
South Dakota
$354K +$24.9K +736 +7%
CI
544
CX Institutional
Indiana
$354K -$2.81K -83 -0.8%
BC
545
Bridgefront Capital
Texas
$351K +$359K +10,603 New
BFG
546
Bleakley Financial Group
New Jersey
$348K +$7.54K +223 +2%
PCM
547
Polymer Capital Management
New York
$345K -$250K -7,396 -42%
S
548
SignatureFD
Georgia
$344K +$43.6K +1,288 +14%
EWA
549
EverSource Wealth Advisors
Alabama
$343K +$218K +6,453 +165%
CG
550
Cynosure Group
Utah
$337K – – –
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