KYNDRYL HLDGS INC
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | 990,319 | 1,062,386 | +72,067 | 0.19 | 0.16 | -0.02 | buy |
| Alpha Omega Wealth Management LLC | 113,803 | 133,345 | +19,542 | 0.24 | 0.23 | -0.01 | buy |
| Poehling Capital Management, INC. | 88,056 | 96,749 | +8,693 | 0.24 | 0.23 | -0.01 | buy |
| NorthCrest Asset Manangement, LLC | 13,940 | 16,275 | +2,335 | 0.01 | 0.01 | -0.00 | buy |
| 180 WEALTH ADVISORS, LLC | 28,821 | 30,086 | +1,265 | 0.04 | 0.03 | -0.01 | buy |
| Trust Co | 6 | 550 | +544 | 0.00 | 0.00 | +0.00 | buy |
| HORIZON FINANCIAL SERVICES, LLC | 49 | 139 | +90 | 0.00 | 0.00 | +0.00 | buy |
| Princeton Global Asset Management LLC | 13 | 5 | -8 | 0.00 | 0.00 | -0.00 | sell |
| Red Door Wealth Management, LLC | 14,338 | 14,323 | -15 | 0.02 | 0.01 | -0.00 | sell |
| Piscataqua Savings Bank | 25 | 5 | -20 | 0.00 | 0.00 | -0.00 | sell |
| Fortis Group Advisors, LLC | 769 | 689 | -80 | 0.00 | 0.00 | -0.00 | sell |
| Kozak & Associates, Inc. | 133 | 32 | -101 | 0.00 | 0.00 | -0.00 | sell |
| SOA Wealth Advisors, LLC. | 336 | 231 | -105 | 0.00 | 0.00 | -0.00 | sell |
| High Note Wealth, LLC | 291 | 136 | -155 | 0.00 | 0.00 | -0.00 | sell |
| Investors Research Corp | 1,464 | 860 | -604 | 0.00 | 0.00 | -0.00 | sell |