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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
676
WPG Advisers
Maryland
$38.1K +$4.54K +145 +11%
BF
677
BOK Financial
Oklahoma
$35.4K +$13.3K +425 +44%
MWPCG
678
Measured Wealth Private Client Group
New Hampshire
$34K +$41.8K +1,334 New
EDRH
679
Edmond de Rothschild Holding
Switzerland
$33.1K – – –
EPIMS
680
Evelyn Partners Investment Management Services
$32.4K – – –
WTC
681
WhitTier Trust Company
Nevada
$32.4K +$16K +511 +69%
CAM
682
Close Asset Management
United Kingdom
$32K – – –
BCWM
683
Bartlett & Co Wealth Management
Ohio
$31.4K +$29.9K +955 +347%
CH
684
Cromwell Holdings
Wyoming
$30.5K -$7.87K -251 -17%
PTC
685
Private Trust Company
Ohio
$30.3K -$13.6K -435 -27%
MG
686
Mather Group
Illinois
$30.3K +$37.2K +1,188 New
SS
687
SBI Securities
Japan
$29.6K +$15.2K +484 +72%
CT
688
Clearstead Trust
Maine
$27.6K +$16.8K +536 +98%
AIM
689
Anchor Investment Management
South Carolina
$27.2K -$47K -1,500 -58%
APM
690
Advanced Portfolio Management
New York
$26.5K +$32.6K +1,040 New
TWD
691
True Wealth Design
Ohio
$26.3K -$4.58K -146 -12%
RFP
692
Root Financial Partners
California
$26.1K +$32.1K +1,023 New
CSP
693
Cary Street Partners
Virginia
$24.8K -$909 -29 -3%
EFMH
694
E Fund Management (HK)
Hong Kong
$23.9K +$15.3K +488 +109%
WIM
695
Westside Investment Management
California
$23.4K +$14.4K +458 +100%
M
696
MOTCO
Texas
$20.1K +$22.2K +707 +884%
CMP
697
Coston McIsaac & Partners
Maine
$20K – – –
RF
698
Rossby Financial
Florida
$19.2K +$533 +17 +2%
CTC
699
Central Trust Company
Missouri
$19K -$51.8K -1,653 -69%
RA
700
Rise Advisors
New York
$18.6K – – –
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29 30