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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2651
Plotkin Financial Advisors
Maryland
$261K – – –
BPFA
2652
Barnes Pettey Financial Advisors
Mississippi
$261K – – –
DJYG
2653
David J. Yvars Group
Florida
$260K -$29.9K -105 -10%
AMG
2654
Advisors Management Group
Wisconsin
$260K +$285 +1 +0.1%
GKWIM
2655
Gerber Kawasaki Wealth & Investment Management
California
$259K +$85.8K +301 +44%
HPWA
2656
Hall Private Wealth Advisors
North Carolina
$259K -$4.28K -15 -2%
LFG
2657
Lockerman Financial Group
California
$259K -$3.71K -13 -1%
SHWM
2658
Smith & Howard Wealth Management
Georgia
$258K +$20K +70 +8%
AMG
2659
Asset Management Group
Connecticut
$258K +$1.43K +5 +0.5%
GWM
2660
Gitterman Wealth Management
New Jersey
$258K -$32.5K -114 -10%
MAC
2661
Mason & Associates (California)
California
$257K – – –
CWM
2662
Cabot Wealth Management
Massachusetts
$257K +$20.3K +71 +8%
PCTC
2663
Perkins Coie Trust Company
Washington
$257K +$272K +954 +4,770%
RA
2664
Ruggaard & Associates
Ohio
$256K -$1.71K -6 -0.6%
PWA
2665
PCG Wealth Advisors
Kansas
$256K – – –
DF
2666
Dunhill Financial
United Kingdom
$256K +$26.2K +92 +10%
BA
2667
Bridge Advisory
California
$256K +$5.42K +19 +2%
LA
2668
Lane & Associates
New Jersey
$256K +$12.3K +43 +5%
SIA
2669
SeaBridge Investment Advisors
New Jersey
$256K +$22.8K +80 +9%
WFG
2670
Wills Financial Group
Virginia
$255K – – –
CA
2671
Crumly & Associates
Illinois
$255K -$5.13K -18 -2%
MWM
2672
Madison Wealth Management
Ohio
$255K -$24K -84 -8%
PWM
2673
Provident Wealth Management
Tennessee
$254K – – –
RFA
2674
Register Financial Advisors
Georgia
$253K +$4.28K +15 +2%
OPA
2675
Old Port Advisors
Maine
$252K +$273K +958 New
105 106
107
108 109