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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
2676
JM2 Capital
Oklahoma
$401K +$402K +1,313 New
KF
2677
KKM Financial
Illinois
$401K – – –
TPBG
2678
Turning Point Benefit Group
Maryland
$401K +$64.9K +212 +19%
SLWA
2679
San Luis Wealth Advisors
California
$401K -$48.7K -159 -11%
EBWM
2680
Eagle Bluffs Wealth Management
Missouri
$401K -$2.45K -8 -0.6%
RIA
2681
Realta Investment Advisors
Delaware
$401K +$50.8K +166 +15%
PFT
2682
Providence First Trust
Arizona
$400K +$401K +1,309 New
PCMF
2683
Private Capital Management (Florida)
Florida
$399K +$400K +1,306 New
EWS
2684
Eagle Wealth Strategies
New Jersey
$398K -$919 -3 -0.2%
HFS
2685
Hughes Financial Services
Virginia
$398K +$40.4K +132 +11%
OKSA
2686
O'Keefe Stevens Advisory
New York
$397K – – –
TPWA
2687
Twin Peaks Wealth Advisors
California
$396K +$15.9K +52 +4%
HCM
2688
Hutchinson Capital Management
California
$396K +$3.98K +13 +1%
PG
2689
Prostatis Group
Maryland
$396K -$1.05M -3,430 -73%
ISL
2690
Ingalls & Snyder LLC
New York
$396K – – –
CS
2691
Capital Square
Tennessee
$396K +$613 +2 +0.2%
HCM
2692
Highview Capital Management
Illinois
$395K +$27K +88 +7%
MFG
2693
Midwest Financial Group
Kansas
$395K -$15.3K -50 -4%
SWA
2694
Strategies Wealth Advisors
Michigan
$394K +$12.9K +42 +3%
SLC
2695
Second Line Capital
Louisiana
$394K – – –
E
2696
Entelevest
Florida
$393K +$394K +1,287 New
AR
2697
Apeiron RIA
Texas
$392K -$11K -36 -3%
PAM
2698
Peak Asset Management
Colorado
$392K +$4.59K +15 +1%
MF
2699
Montis Financial
Massachusetts
$392K – – –
AA
2700
Alesco Advisors
New York
$392K -$20.5K -67 -5%
106 107
108
109 110