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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
RRA
2676
Round Rock Advisors
Connecticut
$353K +$363K +1,216 New
TF
2677
Trek Financial
Arizona
$352K -$27.1K -91 -7%
BW
2678
BXM Wealth
Colorado
$352K +$362K +1,214 New
NECFA
2679
New England Capital Financial Advisors
Connecticut
$352K +$895 +3 +0.2%
PCS
2680
Private Client Services
Kentucky
$351K -$3.88K -13 -1%
EFA
2681
Edge Financial Advisors
Illinois
$351K -$9.84K -33 -3%
I2I
2682
Insight 2811 Inc
Illinois
$350K +$1.49K +5 +0.4%
HWM
2683
Howard Wealth Management
Connecticut
$350K +$1.19K +4 +0.3%
EGA
2684
E&G Advisors
Texas
$350K -$29.8K -100 -8%
CWA
2685
CJM Wealth Advisers
Virginia
$350K +$2.09K +7 +0.6%
JWM
2686
Jessup Wealth Management
Ohio
$350K +$596 +2 +0.2%
HCM
2687
Highview Capital Management
Illinois
$349K – – –
AW
2688
Atlas Wealth
Ohio
$348K +$14.9K +50 +4%
BWP
2689
Baldwin Wealth Partners
Massachusetts
$348K -$5.07K -17 -1%
QPW
2690
Quantum Private Wealth
Florida
$348K +$358K +1,200 New
MGWM
2691
Marks Group Wealth Management
Minnesota
$348K – – –
VWA
2692
VSM Wealth Advisory
Maryland
$348K +$358K +1,199 New
GSAM
2693
Grant Street Asset Management
Pennsylvania
$347K – – –
TA
2694
TPG Advisors
Illinois
$347K – – –
BWM
2695
Birchcreek Wealth Management
Ohio
$347K +$55.5K +186 +18%
MWP
2696
Meredith Wealth Planning
Illinois
$347K +$13.4K +45 +4%
CWM
2697
Cranbrook Wealth Management
Michigan
$346K -$65.9K -221 -16%
EFP
2698
Elser Financial Planning
Indiana
$346K +$298 +1 +0.1%
NCM
2699
Northside Capital Management
Oregon
$345K – – –
RFA
2700
Reyes Financial Architecture
California
$345K +$355K +1,191 New
106 107
108
109 110