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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
2576
Howard Wealth Management
Connecticut
$350K -$2.91K -10 -0.8%
CIP
2577
Convergence Investment Partners
Florida
$350K -$692K -2,379 -66%
DWP
2578
Destiny Wealth Partners
Florida
$350K -$139K -479 -28%
AWA
2579
Alaska Wealth Advisors
Alaska
$350K – – –
GAM
2580
GEM Asset Management
Michigan
$349K +$291 +1 +0.1%
EFA
2581
Edge Financial Advisors
Illinois
$348K +$359K +1,236 New
PHWM
2582
Pine Harbor Wealth Management
Maryland
$348K -$4.36K -15 -1%
MPW
2583
Monterey Private Wealth
California
$348K +$7.27K +25 +2%
OA
2584
Oracle Alpha
Ontario, Canada
$348K -$188K -645 -34%
GSWM
2585
Greenup Street Wealth Management
Michigan
$347K -$50.9K -175 -12%
VWM
2586
Vigilare Wealth Management
Arizona
$347K -$279K -960 -44%
VCM
2587
Vivaldi Capital Management
Illinois
$347K -$129K -444 -26%
UF
2588
Univest Financial
Pennsylvania
$345K +$7.56K +26 +2%
MTWM
2589
Masso Torrence Wealth Management
New Jersey
$345K +$88.7K +305 +33%
TIM
2590
Total Investment Management
Arizona
$343K +$291 +1 +0.1%
GSIAS
2591
Garden State Investment Advisory Services
New Jersey
$342K -$37.5K -129 -10%
BCG
2592
Breakwater Capital Group
New Jersey
$342K +$76.2K +262 +28%
WHCI
2593
W.H. Cornerstone Investments
Massachusetts
$342K -$87.5K -301 -20%
EIA
2594
Edgemoor Investment Advisors
Maryland
$341K -$5.24K -18 -1%
TPW
2595
Tiller Private Wealth
Pennsylvania
$341K -$13.7K -47 -4%
I2I
2596
Insight 2811 Inc
Illinois
$340K -$10.8K -37 -3%
FBC
2597
Fairfield, Bush & Co
Connecticut
$339K +$17.4K +60 +5%
HCM
2598
Highview Capital Management
Illinois
$339K -$546K -1,876 -61%
IPAM
2599
Investment Partners Asset Management
New Jersey
$339K +$27.6K +95 +9%
PCMC
2600
Private Capital Management (Colorado)
Colorado
$338K -$49.1K -169 -12%
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