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Kimco Realty
KIM

Name Holding Trade Value Shares
Change 		Change in
Stake
NWS
601
Nvest Wealth Strategies
Ohio
$4.49K – – –
BGAI
602
Bruce G. Allen Investments
Colorado
$4.4K – – –
IAAG
603
Innovative Asset Advisors Group
Connecticut
$4.27K +$4.19K +190 New
GIA
604
GHP Investment Advisors
Colorado
$4.22K – – –
AWM
605
Abound Wealth Management
Tennessee
$3.93K – – –
DIP
606
DT Investment Partners
Pennsylvania
$3.73K – – –
CSC
607
Caldwell Sutter Capital
California
$3.73K – – –
MCM
608
Manchester Capital Management
Vermont
$3.35K – – –
KFAS
609
Keating Financial Advisory Services
Kansas
$3.17K -$16.8K -761 -84%
OAJ
610
Ogorek Anthony Joseph
New York
$3K – – –
VCM
611
Versant Capital Management
Arizona
$2.97K – – –
HWP
612
Highline Wealth Partners
California
$2.88K +$2.82K +128 New
CFG
613
Clayton Financial Group
Missouri
$2.79K +$1.81K +82 +195%
SSG
614
Summit Securities Group
New York
$2.49K -$19.7K -895 -89%
TFA
615
Transamerica Financial Advisors
Florida
$2.43K +$2.31K +105 +3,500%
SWM
616
SHP Wealth Management
Massachusetts
$2.4K +$2.36K +107 New
DF
617
Dunhill Financial
United Kingdom
$2.26K +$22 +1 +1%
CTA
618
Colonial Trust Advisors
South Carolina
$2.25K +$2.2K +100 New
LI
619
LRI Investments
Florida
$2.18K – – –
AP
620
Aspect Partners
Virginia
$2.13K – – –
EP
621
Essential Partners
California
$2.07K +$1.81K +82 +820%
GSEP
622
Golden State Equity Partners
California
$2.07K +$2.03K +92 New
HIA
623
Harbor Investment Advisory
Maryland
$1.96K -$5.33K -242 -74%
FC
624
Financial Consulate
Maryland
$1.91K – – –
IWS
625
Intentional Wealth Strategies
Colorado
$1.84K +$1.81K +82 New
23 24
25
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