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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
751
SJS Investment Consulting
Ohio
$1.9K -$338 -10 -14%
CWP
752
Clark Wealth Partners
Illinois
$1.83K +$1.93K +57 New
PSFG
753
Park Square Financial Group
Georgia
$1.67K +$1.76K +52 New
GWP
754
Gen-Wealth Partners
Michigan
$1.54K – – –
HCA
755
Heck Capital Advisors
Wisconsin
$1.45K +$1.52K +45 New
PWM
756
Parkworth Wealth Management
California
$1.44K +$1.52K +45 New
M
757
MOTCO
Texas
$1.41K -$16.9K -500 -92%
CWC
758
Carolinas Wealth Consulting
North Carolina
$1.38K – – –
HWA
759
HHM Wealth Advisors
Tennessee
$1.09K +$1.15K +34 New
VWA
760
Valued Wealth Advisors
Utah
$1.03K – – –
PWA
761
Principia Wealth Advisory
Texas
$1.03K +$1.08K +32 New
OC
762
Oarsman Capital
Wisconsin
$899 – – –
LCM
763
Logan Capital Management
Pennsylvania
$899 +$947 +28 New
RWM
764
Raffa Wealth Management
District of Columbia
$835 – – –
GFPC
765
Global Financial Private Client
Florida
$707 -$9K -266 -92%
TFM
766
TFC Financial Management
Massachusetts
$643 +$508 +15 +300%
CAWM
767
Capital A Wealth Management
Pennsylvania
$610 +$643 +19 New
WW
768
Winnow Wealth
Texas
$609 +$643 +19 New
AA
769
Ancora Advisors
Ohio
$578 +$372 +11 +157%
OC
770
Oakworth Capital
Alabama
$546 -$4.74K -140 -89%
SIS
771
Strategic Investment Solutions
Illinois
$546 – – –
WCM
772
WealthTrak Capital Management
Virginia
$482 +$508 +15 New
WA
773
WestEnd Advisors
North Carolina
$418 +$34 +1 +8%
WBC
774
West Branch Capital
Massachusetts
$386 – – –
BA
775
Bellwether Advisors
Nebraska
$353 +$372 +11 New
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