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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
2801
Cornerstone Planning Group
New Jersey
$94.1K +$94.2K +357 New
BIA
2802
Bell Investment Advisors
California
$92K +$11.1K +42 +14%
AP
2803
Arlington Partners
Alabama
$91.7K +$27.2K +103 +42%
FIM
2804
FWL Investment Management
Texas
$90.1K +$90.2K +342 New
BSWA
2805
Bromfield Sneider Wealth Advisors
Massachusetts
$89.6K – – –
CCM
2806
Cribstone Capital Management
Maine
$84.6K +$13.2K +50 +18%
GMA
2807
Glassy Mountain Advisors
Maryland
$83.3K +$83.4K +316 New
LFA
2808
Level Financial Advisors
New York
$81K +$528 +2 +0.7%
MPCL
2809
My Personal CFO LLC
Washington
$80.1K +$80.2K +304 New
MFG
2810
Mendota Financial Group
Wisconsin
$79.8K +$79.9K +303 New
TC
2811
Truvestments Capital
Florida
$79.6K +$7.92K +30 +11%
MAM
2812
Marquette Asset Management
Minnesota
$79.1K -$24K -91 -23%
WWP
2813
WR Wealth Planners
Missouri
$76.1K +$264 +1 +0.3%
CDIA
2814
Capital Directions Investment Advisors
Georgia
$74.3K +$74.4K +282 New
AI
2815
AXS Investments
New York
$71.4K +$71.5K +271 New
MS
2816
Marshall & Sullivan
Washington
$71.2K +$71.2K +270 New
SVCP
2817
Silicon Valley Capital Partners
California
$68.2K +$68.3K +259 New
RTL
2818
Red Tortoise LLC
Georgia
$67.5K +$67.5K +256 New
AJ
2819
Ashburton (Jersey)
Jersey
$67K – – –
MS
2820
Madden Securities
Texas
$64.6K +$64.6K +245 New
TCWA
2821
Ten Capital Wealth Advisors
Washington
$63K -$11.9K -45 -16%
IHWM
2822
Iron Horse Wealth Management
Iowa
$62K +$49.1K +186 +365%
TCA
2823
Trifecta Capital Advisors
Illinois
$61.9K +$62K +235 New
AW
2824
Avion Wealth
Texas
$60K – – –
LWA
2825
Lowe Wealth Advisors
Maryland
$59K +$26.4K +100 +81%
111 112
113
114 115