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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
TVWM
651
Tower View Wealth Management
Wisconsin
$10.2K +$66 +2 +0.7%
RFA
652
Register Financial Advisors
Georgia
$10K – – –
GFPC
653
Global Financial Private Client
Florida
$9.62K -$5.34K -161 -36%
WT
654
Washington Trust
Rhode Island
$9.59K – – –
SP
655
SWS Partners
Ohio
$9.12K +$9.06K +273 New
GIA
656
GHP Investment Advisors
Colorado
$9.09K +$9.03K +272 New
JWA
657
JFS Wealth Advisors
Pennsylvania
$8.55K -$1.59K -48 -16%
ACM
658
Accent Capital Management
Ohio
$8.35K – – –
NS
659
NBC Securities
Alabama
$8K – – –
FMP
660
Financial Management Professionals
Texas
$8K +$1.03K +31 +15%
OC
661
Oakworth Capital
Alabama
$7.82K +$2.56K +77 +49%
ACM
662
Anfield Capital Management
California
$7.78K +$7.73K +233 New
AWM
663
Abound Wealth Management
Tennessee
$7.52K +$564 +17 +8%
BCMLT
664
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.45K – – –
GJIA
665
Glass Jacobson Investment Advisors
Maryland
$7.21K – – –
PB
666
Pinnacle Bancorp
Nebraska
$7.01K – – –
RCM
667
Raleigh Capital Management
North Carolina
$7.01K +$2.82K +85 +68%
OWA
668
Opal Wealth Advisors
New York
$7.01K +$6.97K +210 New
HGERS
669
Householder Group Estate & Retirement Specialist
Arizona
$7K +$7.27K +219 New
VCM
670
Versant Capital Management
Arizona
$6.98K – – –
RDFA
671
Ritter Daniher Financial Advisory
Ohio
$6.68K – – –
MAM
672
Meeder Asset Management
Ohio
$6.55K -$398 -12 -6%
TIM
673
Tortoise Investment Management
New York
$6.15K +$3.32K +100 +119%
SSG
674
Summit Securities Group
New York
$6K -$326K -9,821 -98%
GJWM
675
Gilliland Jeter Wealth Management
Arkansas
$5.84K – – –
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