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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
EBWM
2626
Eagle Bluffs Wealth Management
Missouri
$327K – – –
TSS
2627
Two Sigma Securities
New York
$326K -$572K -1,967 -63%
PTC
2628
Petrus Trust Company
Texas
$326K +$337K +1,158 New
MWP
2629
Meredith Wealth Planning
Illinois
$326K +$291 +1 +0.1%
TWP
2630
Tempus Wealth Planning
California
$326K +$14.5K +50 +5%
BLC
2631
Brown, Lisle/Cummings
Rhode Island
$326K – – –
GB
2632
Goepper Burkhardt
South Carolina
$326K -$291 -1 -0.1%
NRW
2633
Nova R Wealth
Kansas
$326K – – –
CA
2634
CSM Advisors
Pennsylvania
$325K -$87.2K -300 -21%
NRA
2635
NSI Retail Advisors
Pennsylvania
$325K -$87.2K -300 -21%
IF
2636
Insight Folios
North Carolina
$325K -$30.2K -104 -8%
PA
2637
Parkside Advisors
California
$325K – – –
AW
2638
Atlas Wealth
Ohio
$325K – – –
SAI
2639
Savvy Advisors Inc
New York
$325K +$335K +1,151 New
IAG
2640
Investmark Advisory Group
Connecticut
$324K -$20.9K -72 -6%
CISOA
2641
Capital Investment Services of America
Wisconsin
$323K -$9.89K -34 -3%
PCS
2642
Private Client Services
Kentucky
$323K +$57K +196 +21%
B
2643
Birchbrook
Maine
$323K – – –
TA
2644
TKG Advisors
Indiana
$323K -$5.24K -18 -2%
HIIFS
2645
Harel Insurance Investments & Financial Services
Israel
$323K +$160K +551 +92%
LGWM
2646
Litman Gregory Wealth Management
California
$323K +$333K +1,144 New
TPWA
2647
Twin Peaks Wealth Advisors
California
$322K -$77.9K -268 -19%
4WM
2648
4J Wealth Management
Virginia
$322K -$872 -3 -0.3%
XT
2649
XTX Topco
Cayman Islands
$322K +$332K +1,141 New
OBWG
2650
Onyx Bridge Wealth Group
New York
$322K -$17.7K -61 -5%
104 105
106
107 108