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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
M
651
MOTCO
Texas
$20.4K – – –
ST
652
Smithfield Trust
Pennsylvania
$20K – – –
CPA
653
Capital Performance Advisors
California
$19.5K +$18.2K +519 New
NAAA
654
New Age Alpha Advisors
New York
$17.6K +$16.5K +470 New
AWM
655
Avior Wealth Management
Nebraska
$17.1K +$281 +8 +2%
CA
656
CoreCap Advisors
Michigan
$16.8K -$2.35K -67 -13%
MMG
657
Monetary Management Group
Missouri
$15.9K – – –
CTC
658
Central Trust Company
Missouri
$14.1K +$949 +27 +8%
OA
659
Operose Advisors
Wisconsin
$14K – – –
EBA
660
Eagle Bay Advisors
New York
$13K – – –
CAS
661
Coppell Advisory Solutions
Texas
$12.8K – – –
APC
662
Aspire Private Capital
North Carolina
$12.6K +$70 +2 +0.6%
BFPW
663
BOK Financial Private Wealth
Colorado
$12.1K +$11.3K +322 New
NSIM
664
North Star Investment Management
Illinois
$12K +$35 +1 +0.3%
UIA
665
Ulland Investment Advisors
Minnesota
$12K – – –
AWM
666
Abound Wealth Management
Tennessee
$11.7K +$3.09K +88 +39%
TVWM
667
Tower View Wealth Management
Wisconsin
$11.6K +$105 +3 +1%
GFPC
668
Global Financial Private Client
Florida
$10.8K – – –
JWA
669
JFS Wealth Advisors
Pennsylvania
$9.78K +$176 +5 +2%
RCM
670
Raleigh Capital Management
North Carolina
$9.52K +$1.55K +44 +21%
ACM
671
Accent Capital Management
Ohio
$9.43K – – –
CT
672
Caldwell Trust
Florida
$9.37K -$5.66K -161 -39%
MAM
673
Meeder Asset Management
Ohio
$9.37K +$1.9K +54 +28%
NS
674
NBC Securities
Alabama
$9K – – –
FMP
675
Financial Management Professionals
Texas
$9K +$70 +2 +0.9%
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