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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
751
Bogart Wealth LLC
Virginia
$5.15K -$7.8K -249 -55%
GTAM
752
Global Trust Asset Management
Florida
$5.1K -$37.6K -1,200 -86%
CC
753
Corsicana & Co
Texas
$5.1K +$6.27K +200 New
HWM
754
Hemington Wealth Management
Virginia
$5K -$14.4K -461 -70%
OAJ
755
Ogorek Anthony Joseph
New York
$5K -$251 -8 -3%
FFO
756
Fortitude Family Office
Arizona
$4.92K +$470 +15 +8%
CIA
757
Cape Investment Advisory
Georgia
$4.77K +$5.77K +184 +6,133%
PWMG
758
Prestige Wealth Management Group
New Jersey
$4.66K -$558K -17,814 -99%
OP
759
ORG Partners
Indiana
$4.59K +$313 +10 +6%
SRCM
760
Signature Resources Capital Management
California
$4.29K – – –
AUB
761
Atlantic Union Bankshares
Virginia
$4.08K – – –
BG
762
Bollard Group
Massachusetts
$4K – – –
SIC
763
Salem Investment Counselors
North Carolina
$3.84K +$1.25K +40 +37%
NRG
764
Nemes Rush Group
Michigan
$3.83K +$2.44K +78 +108%
BFS
765
Bare Financial Services
Pennsylvania
$3.47K +$188 +6 +5%
RWM
766
Raffa Wealth Management
District of Columbia
$3.47K +$1.5K +48 +55%
PAM
767
Palisade Asset Management
Minnesota
$3.44K +$4.23K +135 New
HNW
768
High Note Wealth
Minnesota
$3.34K +$63 +2 +2%
HWA
769
Heartwood Wealth Advisors
Virginia
$3.29K +$4.04K +129 New
KG
770
Kilter Group
New York
$3.24K -$63 -2 -2%
EWP
771
Elevation Wealth Partners
California
$3.14K +$3.85K +123 New
BLC
772
Brown, Lisle/Cummings
Rhode Island
$3.09K – – –
TIM
773
Tortoise Investment Management
New York
$3.06K +$533 +17 +17%
AW
774
Avion Wealth
Texas
$3K -$2.35K -75 -35%
CCM
775
Cloud Capital Management
Washington
$3K +$4.79K +153 New
29 30
31
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