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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
776
Hughes Financial Services
Virginia
$1.69K -$645 -23 -26%
PWA
777
Portus Wealth Advisors
North Carolina
$1.58K +$1.68K +60 New
SVCP
778
Silicon Valley Capital Partners
California
$1.53K +$1.63K +58 New
WA
779
WestEnd Advisors
North Carolina
$1.5K – – –
IWS
780
Intentional Wealth Strategies
Colorado
$1.45K +$1.54K +55 New
AT
781
Arlington Trust
Alabama
$1.42K +$1.51K +54 New
ACA
782
American Capital Advisory
Idaho
$1.4K +$364 +13 +33%
RWPA
783
Richard W. Paul & Associates
Michigan
$1.37K -$216K -7,688 -99%
GWP
784
Gen-Wealth Partners
Michigan
$1.26K – – –
NB
785
NBT Bank
New York
$1.24K +$1.32K +47 New
TFA
786
Toth Financial Advisory
Virginia
$1.21K – – –
PF
787
PlanVest Financial
Maryland
$1.21K +$1.29K +46 New
TCM
788
Triumph Capital Management
Colorado
$1.06K -$4.6K -164 -80%
SWP
789
Strategic Wealth Partners
Ohio
$993 +$981 +35 +1,167%
AFG
790
Albion Financial Group
Utah
$948 +$1.01K +36 New
BIA
791
Bell Investment Advisors
California
$922 -$11.4K -408 -92%
PS
792
PayPay Securities
Japan
$911 +$981 +35 New
BCWM
793
Bartlett & Co Wealth Management
Ohio
$808 -$2.69K -96 -77%
BCM
794
Boreal Capital Management
Florida
$797 – – –
1CP
795
1015 Capital Partners
Pennsylvania
$790 -$56 -2 -6%
AP
796
Aspect Partners
Virginia
$790 – – –
DWM
797
Darwin Wealth Management
Florida
$774 +$813 +29 New
FC
798
Financial Consulate
Maryland
$713 +$168 +6 +29%
QWM
799
Quaker Wealth Management
New Jersey
$711 +$28 +1 +4%
AF
800
Align Financial
Minnesota
$658 -$18.9K -675 -96%
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