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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
601
Smartleaf Asset Management
Massachusetts
$240K +$36.8K +1,089 +17%
SF
602
Summit Financial
New Jersey
$240K -$15.1K -446 -6%
FA
603
Fiducient Advisors
Illinois
$236K – – –
PP
604
PDS Planning
Ohio
$235K +$18.6K +549 +8%
NFGCM
605
Norman Fields Gottscho Capital Management
New York
$234K -$2.03K -60 -0.8%
ICM
606
IMS Capital Management
Oregon
$234K +$239K +7,075 New
PMAM
607
Penn Mutual Asset Management
Pennsylvania
$231K – – –
CLA
608
Carnegie Lake Advisors
New Jersey
$231K – – –
ATC
609
Argent Trust Co
Tennessee
$229K +$234K +6,921 New
WI
610
WBI Investments
New Jersey
$228K +$233K +6,893 New
JTWM
611
Jackson Thornton Wealth Management
Alabama
$226K +$225K +6,646 New
CFB
612
Cullen/Frost Bankers
Texas
$220K +$42.6K +1,260 +23%
QL
613
Quarry LP
New York
$217K +$57.7K +1,707 +35%
KWA
614
Kingswood Wealth Advisors
California
$215K +$220K +6,497 New
MS
615
Maven Securities
Jersey
$214K +$219K +6,465 New
LS
616
Livforsakringsbolaget Skandia
Sweden
$213K – – –
WPWM
617
Western Pacific Wealth Management
Illinois
$212K – – –
PFM
618
Patton Fund Management
Texas
$212K +$216K +6,402 New
OIA
619
OneDigital Investment Advisors
Kansas
$211K +$9.06K +268 +4%
CCP
620
Carmel Capital Partners
California
$209K -$52K -1,537 -20%
ALAM
621
Asahi Life Asset Management
Japan
$207K +$212K +6,270 New
KIM
622
Kestra Investment Management
Texas
$207K +$103K +3,041 +98%
VFA
623
Valeo Financial Advisors
Indiana
$202K +$207K +6,122 New
HNB
624
Huntington National Bank
Ohio
$201K +$15.7K +463 +8%
CAM
625
Cidel Asset Management
Ontario, Canada
$201K +$206K +6,077 New
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