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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
601
Caldwell Trust
Florida
$16.3K – – –
ST
602
Smithfield Trust
Pennsylvania
$16K – – –
APC
603
Aspire Private Capital
North Carolina
$14.3K -$8.54K -259 -36%
MHR
604
Matthew Hamilton Rosenberg
$14.3K – – –
MCM
605
MV Capital Management
Maryland
$14.1K +$6.3K +191 +75%
MMG
606
Monetary Management Group
Missouri
$13.4K – – –
PWMG
607
Prestige Wealth Management Group
New Jersey
$13.4K +$7.42K +225 +114%
RTC
608
Riverview Trust Company
Washington
$13.4K – – –
HPC
609
HM Payson & Co
Maine
$11.5K +$12K +365 New
GKIM
610
GW&K Investment Management
Massachusetts
$11K +$1.09K +33 +10%
HWP
611
Hibernia Wealth Partners
Louisiana
$10.8K +$11.3K +342 New
RTL
612
Red Tortoise LLC
Georgia
$10.3K -$330 -10 -3%
GBT
613
Grove Bank & Trust
Florida
$9.69K +$10.1K +307 New
OLVIG
614
Oliver Lagore Vanvalin Investment Group
Michigan
$9.47K – – –
RFA
615
Register Financial Advisors
Georgia
$9.47K – – –
GI
616
Gradient Investments
Minnesota
$9.03K – – –
BTI
617
Blue Trust Inc
Georgia
$9K +$5.94K +180 +171%
SC
618
Sawyer & Company
Massachusetts
$9K +$9.9K +300 New
TVWM
619
Tower View Wealth Management
Wisconsin
$9K +$9.9K +300 New
GFPC
620
Global Financial Private Client
Florida
$8.99K – – –
VCM
621
Versant Capital Management
Arizona
$8.81K -$396 -12 -4%
SWA
622
Sutton Wealth Advisors
Florida
$8.71K +$4.55K +138 +100%
WTA
623
Washington Trust Advisors
Massachusetts
$8.59K +$1.85K +56 +26%
NS
624
NBC Securities
Alabama
$8K +$8.38K +254 New
AWM
625
Abound Wealth Management
Tennessee
$7.87K -$1.32K -40 -14%
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