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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
726
Prestige Wealth Management Group
New Jersey
$5.37K – – –
RS
727
Rakuten Securities
Japan
$5.27K +$135 +4 +3%
BG
728
Bollard Group
Massachusetts
$5K – – –
SO
729
Sierra Ocean
California
$4.18K +$4.4K +130 New
SRCM
730
Signature Resources Capital Management
California
$4.11K – – –
AW
731
Avion Wealth
Texas
$4K -$102 -3 -2%
NRG
732
Nemes Rush Group
Michigan
$3.85K +$1.62K +48 +67%
HNW
733
High Note Wealth
Minnesota
$3.56K +$3.76K +111 New
SIC
734
Salem Investment Counselors
North Carolina
$3.5K -$2.57K -76 -41%
NWWA
735
New Wave Wealth Advisors
Arkansas
$3.37K +$3.55K +105 New
BWL
736
Bogart Wealth LLC
Virginia
$3.21K -$1.08K -32 -24%
HIW
737
Holos Integrated Wealth
Pennsylvania
$3.21K +$3.38K +100 New
MCI
738
MRP Capital Investments
Georgia
$3.21K +$3.38K +100 New
WFA
739
West Financial Advisors
Iowa
$3.21K +$3.38K +100 New
Q1WB
740
Quest 10 Wealth Builders
Virginia
$3.12K +$3.28K +97 New
EFMH
741
E Fund Management (HK)
Hong Kong
$3K +$2.84K +84 +933%
PWA
742
Provenance Wealth Advisors
Florida
$2.86K – – –
RTL
743
Red Tortoise LLC
Georgia
$2.86K – – –
ATC
744
Advantage Trust Company
Kansas
$2.67K +$2.81K +83 New
CSWM
745
Cassady Schiller Wealth Management
Ohio
$2.63K +$2.77K +82 New
CPG
746
Cornerstone Planning Group
New Jersey
$2.42K – – –
NC
747
NewSquare Capital
Pennsylvania
$2.41K +$2.54K +75 New
PAM
748
Parvin Asset Management
South Dakota
$2.25K +$2.37K +70 New
T
749
Transce3nd
Texas
$2.07K +$2.2K +65 New
DPW
750
DiNuzzo Private Wealth
Pennsylvania
$1.93K +$34 +1 +2%
28 29
30
31 32