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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2851
Wealthstream Advisors
New York
$302K +$9.44K +31 +3%
LF
2852
Lee Financial
Texas
$302K +$45K +148 +18%
BFAG
2853
Blackston Financial Advisory Group
Florida
$302K -$44.4K -146 -13%
PFA
2854
Plotkin Financial Advisors
Maryland
$301K – – –
OC
2855
Opinicus Capital
Florida
$301K -$14K -46 -4%
WSWA
2856
Warren Street Wealth Advisors
California
$300K +$24K +79 +9%
SPFA
2857
Summit Place Financial Advisors
New Jersey
$300K +$77.9K +256 +35%
TFM
2858
TFC Financial Management
Massachusetts
$300K -$2.13K -7 -0.7%
AA
2859
Auxano Advisors
Washington
$298K -$66K -217 -18%
HA
2860
Heartland Advisors
Wisconsin
$298K +$298K +980 New
GWM
2861
Gitterman Wealth Management
New Jersey
$298K -$248K -816 -45%
DWA
2862
Delos Wealth Advisors
Texas
$298K -$4.87K -16 -2%
DDPIC
2863
Deroy & Devereaux Private Investment Counsel
Michigan
$297K – – –
LGWM
2864
Litman Gregory Wealth Management
California
$297K – – –
OIM
2865
Oder Investment Management
California
$297K – – –
HWMC
2866
Heritage Wealth Management (California)
California
$296K +$609 +2 +0.2%
APIM
2867
Agate Pass Investment Management
Washington
$296K – – –
DF
2868
Dunhill Financial
United Kingdom
$295K +$22.8K +75 +8%
PWM
2869
Provident Wealth Management
Tennessee
$295K -$3.96K -13 -1%
WIP
2870
WealthCare Investment Partners
Rhode Island
$295K +$299K +982 New
MAC
2871
Mason & Associates (California)
California
$295K -$11K -36 -4%
MSS
2872
Mitchell Sinkler & Starr
Pennsylvania
$295K -$2.44K -8 -0.8%
EC
2873
EdgeRock Capital
Colorado
$294K +$15.8K +52 +6%
CKAIS
2874
Christensen King & Associates Investment Services
Washington
$294K +$304 +1 +0.1%
CGA
2875
Crescent Grove Advisors
Illinois
$294K -$3.35K -11 -1%
113 114
115
116 117