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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
ME
701
McIlrath & Eck
Washington
$3.94K -$17.1K -487 -82%
S
702
Sachetta
Massachusetts
$3.79K – – –
MA
703
MCF Advisors
Kentucky
$3.77K – – –
BBHC
704
Brown Brothers Harriman & Co
New York
$3.71K +$3.48K +99 New
PWA
705
Provenance Wealth Advisors
Florida
$3.34K – – –
RTL
706
Red Tortoise LLC
Georgia
$3.34K – – –
IAIM
707
International Assets Investment Management
Florida
$3.05K +$3.96M +112,600 +6,431%
IBOK
708
Independence Bank of Kentucky
Kentucky
$3K – – –
HWA
709
Heritage Wealth Advisors
Virginia
$2.66K +$2.5K +71 New
SIC
710
SJS Investment Consulting
Ohio
$2.59K +$844 +24 +53%
CPG
711
Cornerstone Planning Group
New Jersey
$2.5K +$316 +9 +13%
DPW
712
DiNuzzo Private Wealth
Pennsylvania
$2.21K +$738 +21 +55%
NRG
713
Nemes Rush Group
Michigan
$2.21K – – –
TWC
714
TD Waterhouse Canada
Ontario, Canada
$1.85K – – –
BWP
715
Baldwin Wealth Partners
Massachusetts
$1.81K +$1.69K +48 New
CYG
716
Clean Yield Group
Vermont
$1.65K +$1.55K +44 New
CWC
717
Carolinas Wealth Consulting
North Carolina
$1.62K +$352 +10 +30%
GWP
718
Gen-Wealth Partners
Michigan
$1.58K – – –
PG
719
Proffitt & Goodson
Tennessee
$1.54K +$1.44K +41 New
TWD
720
True Wealth Design
Ohio
$1.31K +$668 +19 +119%
VWA
721
Valued Wealth Advisors
Utah
$1.21K +$1.13K +32 New
OC
722
Oarsman Capital
Wisconsin
$1.05K +$984 +28 New
CAL
723
Capital Advisors Ltd
Ohio
$1K -$70 -2 -12%
RWM
724
Raffa Wealth Management
District of Columbia
$974 – – –
NL
725
NVWM LLC
Pennsylvania
$937 -$13.3K -378 -94%
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29
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