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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
2476
Titleist Asset Management
Texas
$449K +$14K +47 +3%
CF
2477
Convergence Financial
Missouri
$449K -$13.1K -44 -3%
MMHP
2478
Murphy Middleton Hinkle & Parker
Georgia
$449K – – –
OAM
2479
Occidental Asset Management
California
$449K -$13.1K -44 -3%
IAG
2480
Ipsen Advisor Group
Arkansas
$447K +$460K +1,544 New
TWP
2481
Tower Wealth Partners
Pennsylvania
$447K -$40.6K -136 -8%
CPRC
2482
Consolidated Portfolio Review Corp
New York
$446K +$458K +1,537 New
OL
2483
Optas LLC
Texas
$445K +$35.8K +120 +8%
PCM
2484
Princeton Capital Management
New Jersey
$444K – – –
TPWA
2485
TRUE Private Wealth Advisors
Oregon
$444K +$2.68K +9 +0.6%
SPF
2486
South Plains Financial
Texas
$444K +$457K +1,532 New
CAGAS
2487
Capital Advisory Group Advisory Services
Minnesota
$442K +$298 +1 +0.1%
TW
2488
Transform Wealth
Colorado
$442K +$194K +651 +74%
B
2489
Bellecapital
Switzerland
$441K -$114K -382 -20%
MWM
2490
Maridea Wealth Management
New York
$441K +$453K +1,520 New
MPW
2491
Monterey Private Wealth
California
$440K +$45.3K +152 +11%
FNBSF
2492
First National Bank Sioux Falls
South Dakota
$440K – – –
MEG
2493
Millstone Evans Group
Colorado
$440K +$453K +1,519 New
NRC
2494
New Republic Capital
North Carolina
$440K +$72.5K +243 +19%
AT
2495
Arlington Trust
Alabama
$439K +$97.2K +326 +27%
WLPWM
2496
Walled Lake Planning & Wealth Management
Illinois
$439K +$596 +2 +0.1%
CAC
2497
Certified Advisory Corp
Florida
$438K +$5.67K +19 +1%
PFG
2498
Pinnacle Financial Group
Illinois
$438K +$895 +3 +0.2%
OLVIG
2499
Oliver Lagore Vanvalin Investment Group
Michigan
$437K – – –
IPAM
2500
Investment Partners Asset Management
New Jersey
$437K +$2.39K +8 +0.5%
98 99
100
101 102