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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
726
Golden State Wealth Management
California
$9.8K +$7.55K +275 +367%
VR
727
Vision Retirement
New Jersey
$9.69K +$9.5K +346 New
WA
728
Westfuller Advisors
New York
$9.63K +$3.49K +127 +59%
SS
729
Sunbelt Securities
Texas
$9.33K +$2.03K +74 +29%
IBOK
730
Independence Bank of Kentucky
Kentucky
$9.13K – – –
OAJ
731
Ogorek Anthony Joseph
New York
$9K +$2.77K +101 +44%
BWA
732
Basecamp Wealth Advisors
Washington
$8.99K +$8.81K +321 New
TVWM
733
Tower View Wealth Management
Wisconsin
$8.96K +$82 +3 +0.9%
HIA
734
Harbor Investment Advisory
Maryland
$8.85K +$8.68K +316 New
SN
735
Sittner & Nelson
Oregon
$8.52K +$8.24K +300 New
CFM
736
Cornerstone Financial Management
Massachusetts
$8.49K +$8.32K +303 New
HHMI
737
Howard Hughes Medical Institute
Maryland
$8.18K – – –
EWP
738
Elevation Wealth Partners
California
$8.12K +$4.59K +167 +136%
SC
739
SouthState Corp
Florida
$8.07K +$7.91K +288 New
AW
740
Avion Wealth
Texas
$8K +$4.23K +154 +110%
SGK
741
Steigerwald Gordon & Koch
Virginia
$7.79K +$7.63K +278 New
AWM
742
Abound Wealth Management
Tennessee
$7.63K – – –
S
743
Sachetta
Massachusetts
$7.34K +$6.29K +229 +694%
TCOV
744
Trust Company of Vermont
Vermont
$7.14K – – –
CT
745
Caldwell Trust
Florida
$7K – – –
HBW
746
Hazlett, Burt & Watson
West Virginia
$7K – – –
VNA
747
Valley National Advisers
Pennsylvania
$7K +$549 +20 +8%
CFG
748
Clayton Financial Group
Missouri
$6.86K +$6.73K +245 New
CT
749
Colonial Trust
South Carolina
$6.61K -$906 -33 -12%
ACM
750
Anfield Capital Management
California
$6.53K – – –
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30
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