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Kite Realty
KRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FPS
276
Fieldpoint Private Securities
Connecticut
$16K – – –
TFS
277
TrustCore Financial Services
Tennessee
$14K – – –
FFA
278
Freedman Financial Associates
Massachusetts
$12K – – –
SCA
279
Stonebridge Capital Advisors
Minnesota
$12K – – –
RGF
280
Retirement Guys Formula
Ohio
$12K +$253K +11,613 New
TWA
281
TCI Wealth Advisors
Arizona
$11K – – –
TSWM
282
Tyler-Stone Wealth Management
Ohio
$11K – – –
EW
283
Evoke Wealth
California
$10K – – –
PCG
284
Private Capital Group
Connecticut
$10K +$2.77K +127 +39%
KFI
285
Key Financial Inc
Pennsylvania
$10K +$9.52K +437 New
AIM
286
Anchor Investment Management
South Carolina
$9.93K +$9.5K +436 New
WT
287
Whittier Trust
California
$8K -$21.8K -1,000 -75%
FCA
288
FinTrust Capital Advisors
South Carolina
$8K -$457 -21 -6%
APA
289
American Portfolios Advisors
New York
$7.61K – – –
DHGWA
290
Dixon Hughes Goodman Wealth Advisors
North Carolina
$7K – – –
PFGIA
291
Patriot Financial Group Insurance Agency
Massachusetts
$7K – – –
MAM
292
Meeder Asset Management
Ohio
$7K +$22 +1 +0.3%
AWA
293
Aaron Wealth Advisors
Illinois
$6.38K +$6.1K +280 New
MCC
294
Money Concepts Capital
Florida
$6K +$5.58K +256 New
MIFH
295
Migdal Insurance & Financial Holdings
Israel
$5K -$63.2K -2,901 -93%
STCOSD
296
Sageworth Trust Company of South Dakota
South Dakota
$5K -$9.73K -447 -66%
SIS
297
Sound Income Strategies
Florida
$5K – – –
SFCL
298
Strengthening Families & Communities LLC
Massachusetts
$4K +$44 +2 +1%
EI
299
Ellevest Inc
New York
$4K +$3.55K +163 New
GRP
300
Global Retirement Partners
California
$3K +$2.79K +128 New
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