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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
776
Portus Wealth Advisors
North Carolina
$1.58K +$1.68K +60 New
SVCP
777
Silicon Valley Capital Partners
California
$1.53K +$1.63K +58 New
WA
778
WestEnd Advisors
North Carolina
$1.5K – – –
IWS
779
Intentional Wealth Strategies
Colorado
$1.45K +$1.54K +55 New
AT
780
Arlington Trust
Alabama
$1.42K +$1.51K +54 New
ACA
781
American Capital Advisory
Idaho
$1.4K +$364 +13 +33%
RWPA
782
Richard W. Paul & Associates
Michigan
$1.37K -$216K -7,688 -99%
GWP
783
Gen-Wealth Partners
Michigan
$1.26K – – –
NB
784
NBT Bank
New York
$1.24K +$1.32K +47 New
TFA
785
Toth Financial Advisory
Virginia
$1.21K – – –
PF
786
PlanVest Financial
Maryland
$1.21K +$1.29K +46 New
TCM
787
Triumph Capital Management
Colorado
$1.06K -$4.6K -164 -80%
SWP
788
Strategic Wealth Partners
Ohio
$993 +$981 +35 +1,167%
AFG
789
Albion Financial Group
Utah
$948 +$1.01K +36 New
BIA
790
Bell Investment Advisors
California
$922 -$11.4K -408 -92%
PS
791
PayPay Securities
Japan
$911 +$981 +35 New
BCWM
792
Bartlett & Co Wealth Management
Ohio
$808 -$2.69K -96 -77%
BCM
793
Boreal Capital Management
Florida
$797 – – –
1CP
794
1015 Capital Partners
Pennsylvania
$790 -$56 -2 -6%
AP
795
Aspect Partners
Virginia
$790 – – –
DWM
796
Darwin Wealth Management
Florida
$774 +$813 +29 New
FC
797
Financial Consulate
Maryland
$713 +$168 +6 +29%
QWM
798
Quaker Wealth Management
New Jersey
$711 +$28 +1 +4%
AF
799
Align Financial
Minnesota
$658 -$18.9K -675 -96%
LAS
800
Lloyd Advisory Services
Georgia
$632 -$15.2K -541 -96%
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