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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
ABLA
576
Alan B. Lancz & Associates
Ohio
$210K +$197K +5,600 New
LWCFA
577
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$210K – – –
VFA
578
Voya Financial Advisors
Connecticut
$209K +$196K +5,572 New
WT
579
Whittier Trust
California
$208K – – –
WW
580
Westshore Wealth
California
$205K +$192K +5,469 New
GM
581
GeoWealth Management
Illinois
$203K +$190K +5,403 New
SA
582
SL Advisors
New Jersey
$195K +$182K +5,190 New
SCM
583
Sterling Capital Management
North Carolina
$175K +$164K +4,676 New
SIM
584
Sentry Investment Management
Wisconsin
$175K – – –
HIIFS
585
Harel Insurance Investments & Financial Services
Israel
$174K +$109K +3,103 +203%
GI
586
GAMMA Investing
California
$162K +$105K +3,000 +227%
MPWT
587
MassMutual Private Wealth & Trust
Connecticut
$152K -$35 -1 -0%
WWP
588
WR Wealth Planners
Missouri
$151K +$25.3K +721 +22%
UB
589
UMB Bank
Missouri
$151K +$36.5K +1,039 +35%
HNB
590
Huntington National Bank
Ohio
$148K +$15.3K +435 +12%
FFA
591
Farther Finance Advisors
California
$139K -$225K -6,408 -63%
KB
592
Kimelman & Baird
New York
$134K -$7.38K -210 -6%
SAM
593
Smartleaf Asset Management
Massachusetts
$131K +$99.5K +2,829 +420%
BTI
594
Blue Trust Inc
Georgia
$126K +$103K +2,917 +344%
SAM
595
S.A. Mason
Michigan
$124K – – –
GC
596
Garde Capital
Washington
$115K – – –
WTG
597
West Tower Group
Virginia
$112K – – –
PTC
598
Private Trust Company
Ohio
$111K +$35.4K +1,008 +51%
LC
599
Lindbrook Capital
California
$109K -$6.71K -191 -6%
MG
600
Mather Group
Illinois
$107K +$39.1K +1,111 +64%
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