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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2801
Cribstone Capital Management
Maine
$84.6K +$13.2K +50 +18%
GMA
2802
Glassy Mountain Advisors
Maryland
$83.3K +$83.4K +316 New
LFA
2803
Level Financial Advisors
New York
$81K +$528 +2 +0.7%
MPCL
2804
My Personal CFO LLC
Washington
$80.1K +$80.2K +304 New
MFG
2805
Mendota Financial Group
Wisconsin
$79.8K +$79.9K +303 New
TC
2806
Truvestments Capital
Florida
$79.6K +$7.92K +30 +11%
MAM
2807
Marquette Asset Management
Minnesota
$79.1K -$24K -91 -23%
WWP
2808
WR Wealth Planners
Missouri
$76.1K +$264 +1 +0.3%
CDIA
2809
Capital Directions Investment Advisors
Georgia
$74.3K +$74.4K +282 New
AI
2810
AXS Investments
New York
$71.4K +$71.5K +271 New
MS
2811
Marshall & Sullivan
Washington
$71.2K +$71.2K +270 New
SVCP
2812
Silicon Valley Capital Partners
California
$68.2K +$68.3K +259 New
RTL
2813
Red Tortoise LLC
Georgia
$67.5K +$67.5K +256 New
AJ
2814
Ashburton (Jersey)
Jersey
$67K – – –
MS
2815
Madden Securities
Texas
$64.6K +$64.6K +245 New
TCWA
2816
Ten Capital Wealth Advisors
Washington
$63K -$11.9K -45 -16%
IHWM
2817
Iron Horse Wealth Management
Iowa
$62K +$49.1K +186 +365%
TCA
2818
Trifecta Capital Advisors
Illinois
$61.9K +$62K +235 New
AW
2819
Avion Wealth
Texas
$60K – – –
LWA
2820
Lowe Wealth Advisors
Maryland
$59K +$26.4K +100 +81%
TAIM
2821
TD Ameritrade Investment Management
Nebraska
$57K -$19.3K -73 -25%
PP
2822
PrairieView Partners
Minnesota
$57K -$4.75K -18 -8%
BA
2823
Bellwether Advisors
Nebraska
$56.9K -$13.2K -50 -19%
SA
2824
SRH Advisors
Kansas
$53K – – –
Q
2825
QVR
California
$53K -$485K -1,839 -90%
111 112
113
114 115