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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
701
MV Capital Management
Maryland
$15.9K -$612 -21 -4%
PMFA
702
Plante Moran Financial Advisors
Michigan
$14.2K +$12.7K +435 New
KG
703
Kilter Group
New York
$14.1K +$4.43K +152 +55%
S
704
Sachetta
Massachusetts
$13.2K +$1.69K +58 +17%
AW
705
Avion Wealth
Texas
$13K +$5.39K +185 +81%
SHIM
706
Stone House Investment Management
Pennsylvania
$12.8K +$11K +379 +3,158%
JWA
707
JFS Wealth Advisors
Pennsylvania
$12.7K -$670 -23 -6%
WA
708
Westfuller Advisors
New York
$12.6K -$3.38K -116 -23%
CFD
709
Creative Financial Designs
Indiana
$12.2K +$10.9K +374 New
BWL
710
Bogart Wealth LLC
Virginia
$12K +$4.81K +165 +81%
C
711
Covestor
United Kingdom
$12K +$262 +9 +2%
MMG
712
Monetary Management Group
Missouri
$11.8K – – –
CT
713
Clearstead Trust
Maine
$11.7K +$437 +15 +4%
AAS
714
Ameritas Advisory Services
Nebraska
$11.5K +$10.2K +350 New
WPA
715
West Paces Advisors
Georgia
$10.8K +$9.58K +329 New
SWM
716
Spire Wealth Management
Virginia
$10.7K -$7.46K -256 -44%
IBOK
717
Independence Bank of Kentucky
Kentucky
$10.7K – – –
TVWM
718
Tower View Wealth Management
Wisconsin
$10.6K +$87 +3 +0.9%
IWM
719
IMG Wealth Management
Florida
$10.3K +$8.77K +301 +2,007%
CPG
720
Cornerstone Planning Group
New Jersey
$10.3K +$2.42K +83 +32%
OAJ
721
Ogorek Anthony Joseph
New York
$10K -$175 -6 -2%
CSB
722
City State Bank
Iowa
$9.92K – – –
SN
723
Sittner & Nelson
Oregon
$9.82K – – –
BLC
724
Brown, Lisle/Cummings
Rhode Island
$9.79K +$1.83K +63 +27%
BCWM
725
Bartlett & Co Wealth Management
Ohio
$9.76K +$7.81K +268 +957%
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