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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
826
HFM Investment Advisors
New Jersey
$673 -$82 -3 -11%
EB
827
Eastern Bank
Massachusetts
$672 +$659 +24 New
KFG
828
Kingdom Financial Group
Arizona
$672 +$659 +24 New
FC
829
Financial Consulate
Maryland
$581 +$577 +21 New
TFM
830
TFC Financial Management
Massachusetts
$561 +$412 +15 +300%
NL
831
NorthAvenue LLC
Ohio
$561 +$549 +20 New
BIM
832
Breakwater Investment Management
Washington
$533 +$522 +19 New
ATC
833
Adirondack Trust Company
New York
$532 – – –
DCM
834
Davis Capital Management
Florida
$476 -$192 -7 -29%
SIS
835
Strategic Investment Solutions
Illinois
$476 – – –
SA
836
Seneschal Advisors
Washington
$449 +$192 +7 +78%
RS
837
Rakuten Securities
Japan
$448 -$357 -13 -45%
LIA
838
Luken Investment Analytics
Tennessee
$420 +$412 +15 New
SEP
839
Signature Equity Partners
Ohio
$392 +$384 +14 New
WA
840
WPG Advisers
Maryland
$364 -$40.7K -1,482 -99%
FMP
841
Financial Management Professionals
Texas
$308 -$2.33K -85 -89%
ECA
842
Elevated Capital Advisors
Utah
$308 +$302 +11 New
TBFA
843
Three Bearings Fiduciary Advisors
New Hampshire
$275 +$275 +10 New
OC
844
Optima Capital
Oregon
$252 +$247 +9 New
SC
845
Stephens Consulting
Michigan
$225 +$220 +8 New
PWAM
846
Private Wealth Asset Management
Iowa
$224 – – –
SHIM
847
Stone House Investment Management
Pennsylvania
$196 -$384 -14 -67%
ACA
848
Atlas Capital Advisors
Wyoming
$196 +$192 +7 New
DWM
849
Dogwood Wealth Management
Kansas
$168 -$1.15K -42 -88%
PWMG
850
Private Wealth Management Group
New Jersey
$141 +$137 +5 New
32 33
34
35 36