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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
PK
576
Pflug Koory
Nebraska
$8K – – –
CWP
577
Concord Wealth Partners
Virginia
$8K +$6.35K +175 +372%
DSC
578
Duncker Streett & Co
Missouri
$7K – – –
KTC
579
Kistler-Tiffany Companies
Pennsylvania
$7K – – –
TJHA
580
Thomas J. Herzfeld Advisors
Florida
$7K +$3.27K +90 +76%
CCM
581
Chilton Capital Management
Texas
$7K +$7.26K +200 New
CA
582
Crewe Advisors
Utah
$7K +$7.41K +204 New
IUHSA
583
Itau Unibanco Holding S.A.
Brazil
$7K +$7.41K +204 New
MRCM
584
M&R Capital Management
New Jersey
$6K – – –
JWA
585
JFS Wealth Advisors
Pennsylvania
$6K +$290 +8 +5%
GRP
586
Global Retirement Partners
California
$6K +$617 +17 +12%
TCWM
587
Total Clarity Wealth Management
Illinois
$6K +$6.17K +170 New
EI
588
Ellevest Inc
New York
$5K -$17.4K -479 -76%
BG
589
Bollard Group
Massachusetts
$5K -$8.42K -232 -62%
GWM
590
Geneos Wealth Management
Colorado
$5K – – –
GLLW
591
Graves Light Lenhart Wealth
Virginia
$5K – – –
CAL
592
Capital Analysts LLC
Pennsylvania
$5K +$1.81K +50 +63%
ACM
593
AUA Capital Management
Pennsylvania
$5K +$2.29K +63 +77%
WTA
594
Washington Trust Advisors
Massachusetts
$5K +$2.79K +77 +104%
BCWM
595
Bartlett & Co Wealth Management
Ohio
$4.07K +$4.17K +115 New
MSFP
596
Mark Sheptoff Financial Planning
Connecticut
$4K – – –
RMC
597
Resources Management Corp
Connecticut
$4K – – –
WB
598
Webster Bank
Connecticut
$4K – – –
EW
599
Evoke Wealth
California
$4K +$327 +9 +9%
BC
600
Bartlett & Co
Ohio
$4K +$4.17K +115 New
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