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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
S
701
Sachetta
Massachusetts
$13.2K +$1.69K +58 +17%
AW
702
Avion Wealth
Texas
$13K +$5.39K +185 +81%
SHIM
703
Stone House Investment Management
Pennsylvania
$12.8K +$11K +379 +3,158%
JWA
704
JFS Wealth Advisors
Pennsylvania
$12.7K -$670 -23 -6%
WA
705
Westfuller Advisors
New York
$12.6K -$3.38K -116 -23%
CFD
706
Creative Financial Designs
Indiana
$12.2K +$10.9K +374 New
BWL
707
Bogart Wealth LLC
Virginia
$12K +$4.81K +165 +81%
C
708
Covestor
United Kingdom
$12K +$262 +9 +2%
MMG
709
Monetary Management Group
Missouri
$11.8K – – –
CT
710
Clearstead Trust
Maine
$11.7K +$437 +15 +4%
AAS
711
Ameritas Advisory Services
Nebraska
$11.5K +$10.2K +350 New
WPA
712
West Paces Advisors
Georgia
$10.8K +$9.58K +329 New
SWM
713
Spire Wealth Management
Virginia
$10.7K -$7.46K -256 -44%
IBOK
714
Independence Bank of Kentucky
Kentucky
$10.7K – – –
TVWM
715
Tower View Wealth Management
Wisconsin
$10.6K +$87 +3 +0.9%
IWM
716
IMG Wealth Management
Florida
$10.3K +$8.77K +301 +2,007%
CPG
717
Cornerstone Planning Group
New Jersey
$10.3K +$2.42K +83 +32%
OAJ
718
Ogorek Anthony Joseph
New York
$10K -$175 -6 -2%
CSB
719
City State Bank
Iowa
$9.92K – – –
SN
720
Sittner & Nelson
Oregon
$9.82K – – –
BCWM
721
Bartlett & Co Wealth Management
Ohio
$9.76K +$7.81K +268 +957%
CG
722
Curat Global
New Hampshire
$9.66K – – –
LSA
723
Leonteq Securities AG
Switzerland
$9.62K -$61.8K -2,120 -88%
VNA
724
Valley National Advisers
Pennsylvania
$9.07K +$87 +3 +1%
SWM
725
SHP Wealth Management
Massachusetts
$8.73K +$5.71K +196 +276%
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