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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
NECFA
2576
New England Capital Financial Advisors
Connecticut
$302K +$796 +3 +0.3%
DCBT
2577
Dakota Community Bank & Trust
North Dakota
$302K +$4.51K +17 +1%
GB
2578
Goepper Burkhardt
South Carolina
$302K – – –
EBWM
2579
Eagle Bluffs Wealth Management
Missouri
$302K +$6.37K +24 +2%
SAM
2580
Satovsky Asset Management
New York
$302K +$1.86K +7 +0.6%
BP
2581
Broadleaf Partners
Ohio
$301K – – –
HFP
2582
Holistic Financial Partners
Indiana
$300K +$11.7K +44 +4%
NF
2583
Nvest Financial
New Hampshire
$300K +$312K +1,176 New
FPIS
2584
Financial Planning & Information Services
Wisconsin
$300K -$138K -521 -31%
CWA
2585
CJM Wealth Advisers
Virginia
$299K -$121K -455 -28%
HCM
2586
Hutchinson Capital Management
California
$299K -$265 -1 -0.1%
GHAM
2587
Gilman Hill Asset Management
Connecticut
$299K -$1.2M -4,525 -79%
IF
2588
Insight Folios
North Carolina
$298K +$5.04K +19 +2%
FL
2589
FreeGulliver LLC
Louisiana
$298K +$45.4K +171 +17%
WA
2590
Waddell & Associates
Tennessee
$298K +$47.2K +178 +18%
WA
2591
Wealthstream Advisors
New York
$298K -$27.1K -102 -8%
ETIA
2592
Epic Trust Investment Advisors
Washington
$298K +$8.76K +33 +3%
LRIA
2593
Leonard Rickey Investment Advisors
Washington
$297K +$36.9K +139 +14%
TIM
2594
Tortoise Investment Management
New York
$297K +$19.1K +72 +7%
OPTFSNA
2595
Old Point Trust & Financial Services N A
Virginia
$297K – – –
CS
2596
Crescent Sterling
Louisiana
$296K – – –
BMA
2597
Brooks Moore & Associates
Tennessee
$296K – – –
EFP
2598
Elser Financial Planning
Indiana
$296K +$308K +1,160 New
TA
2599
TKG Advisors
Indiana
$295K +$3.45K +13 +1%
TIM
2600
Total Investment Management
Arizona
$295K -$15.4K -58 -5%
102 103
104
105 106