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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
751
Aventura Private Wealth
Florida
$6.53K +$275 +10 +4%
Q1WB
752
Quest 10 Wealth Builders
Virginia
$6.27K – – –
LFA
753
LGT Financial Advisors
Texas
$6.17K +$27 +1 +0.5%
BAM
754
Byrne Asset Management
New Jersey
$6.16K +$275 +10 +5%
GJIA
755
Glass Jacobson Investment Advisors
Maryland
$6.05K – – –
CAL
756
Capital Advisors Ltd
Ohio
$6K +$3.96K +144 +182%
B
757
Birchbrook
Maine
$6K +$5.88K +214 New
MPW
758
MASECO Private Wealth
$6K +$5.88K +214 New
MAM
759
Meeder Asset Management
Ohio
$5.94K +$220 +8 +4%
TCM
760
Triumph Capital Management
Colorado
$5.71K +$5.6K +204 New
CPG
761
Cornerstone Planning Group
New Jersey
$5.67K +$3.6K +131 +162%
MA
762
MCF Advisors
Kentucky
$5.63K +$5.52K +201 New
RDFA
763
Ritter Daniher Financial Advisory
Ohio
$5.6K -$6.78K -247 -55%
CC
764
Corsicana & Co
Texas
$5.6K – – –
MO
765
McMillan Office
Michigan
$5.6K +$5.49K +200 New
MA
766
Montag & Associates
Georgia
$5.6K +$5.49K +200 New
PWMG
767
Prestige Wealth Management Group
New Jersey
$5.52K +$439 +16 +9%
PIS
768
POM Investment Strategies
North Carolina
$5.09K +$5K +182 New
KG
769
Kilter Group
New York
$5.01K +$1.43K +52 +41%
CAM
770
Close Asset Management
United Kingdom
$5K -$29.9K -1,087 -85%
HNW
771
High Note Wealth
Minnesota
$4.96K +$1.26K +46 +35%
SRCM
772
Signature Resources Capital Management
California
$4.71K – – –
BWL
773
Bogart Wealth LLC
Virginia
$4.65K -$989 -36 -18%
CTC
774
Central Trust Company
Missouri
$4.62K -$15.9K -579 -78%
MGI
775
Miller Global Investments
Texas
$4.51K +$4.42K +161 New
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