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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
601
UMB Bank
Missouri
$151K +$23.1K +684 +17%
QL
602
Quarry LP
New York
$137K -$351K -10,363 -71%
WWP
603
WR Wealth Planners
Missouri
$135K +$6.12K +181 +4%
HNB
604
Huntington National Bank
Ohio
$134K +$8.02K +237 +6%
WPWM
605
Western Pacific Wealth Management
Illinois
$132K +$139K +4,100 New
SIM
606
Sentry Investment Management
Wisconsin
$129K -$22.2K -655 -14%
FFA
607
Farther Finance Advisors
California
$127K +$8.39K +248 +7%
CCA
608
Catalyst Capital Advisors
New York
$127K +$65.9K +1,949 +98%
MPWT
609
MassMutual Private Wealth & Trust
Connecticut
$126K -$4.06K -120 -3%
KB
610
Kimelman & Baird
New York
$115K – – –
SAM
611
S.A. Mason
Michigan
$106K – – –
SCM
612
Sterling Capital Management
North Carolina
$104K -$48.2K -1,424 -30%
CF
613
Centaurus Financial
California
$102K +$107K +3,162 New
LC
614
Lindbrook Capital
California
$101K +$8.02K +237 +8%
IA
615
IFP Advisors
Florida
$96.3K +$14.7K +433 +18%
PCM
616
Penserra Capital Management
California
$94K +$96.5K +2,851 +2,568%
1IA
617
1620 Investment Advisors
Massachusetts
$88.4K +$4.63K +137 +5%
MCM
618
MAI Capital Management
Ohio
$86.2K +$90.8K +2,685 New
AIM
619
Anchor Investment Management
South Carolina
$82.5K – – –
HI
620
Harbour Investments
Wisconsin
$80.2K +$5.38K +159 +7%
CSP
621
Cary Street Partners
Virginia
$77.2K +$81.3K +2,402 New
UCB
622
United Community Bank
South Carolina
$77.1K – – –
CH
623
Cromwell Holdings
Wyoming
$77.1K +$81.2K +2,400 New
EPIME
624
Evelyn Partners Investment Management (Europe)
$71.5K +$75.3K +2,225 New
EPIMS
625
Evelyn Partners Investment Management Services
$71.1K +$74.9K +2,215 New
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