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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2901
LifeGuide Financial Advisors
Pennsylvania
$226K – – –
LWA
2902
Ledgewood Wealth Advisors
New Hampshire
$226K – – –
AWM
2903
Adams Wealth Management
Utah
$226K – – –
SCM
2904
Seascape Capital Management
New Hampshire
$225K -$99.2K -341 -30%
BCM
2905
BluePath Capital Management
Georgia
$225K +$25.9K +89 +13%
NEPPG
2906
New England Professional Planning Group
Rhode Island
$225K +$232K +797 New
DF
2907
Dunhill Financial
United Kingdom
$225K +$3.78K +13 +2%
WFA
2908
Websterrogers Financial Advisors
South Carolina
$224K – – –
JF
2909
Joule Financial
Kentucky
$224K -$17.4K -60 -7%
WAM
2910
WealthTrust Asset Management
Florida
$223K +$6.69K +23 +3%
CNWM
2911
Clay Northam Wealth Management
California
$223K – – –
PMG
2912
Private Management Group
California
$223K -$17.4K -60 -7%
AWM
2913
Accel Wealth Management
Iowa
$223K – – –
PFG
2914
Pinnacle Financial Group
Illinois
$223K -$14.8K -51 -6%
CIS
2915
Custom Index Systems
New York
$222K +$229K +787 New
GCP
2916
Gill Capital Partners
Colorado
$222K – – –
HPM
2917
Hoxton Planning & Management
West Virginia
$222K +$229K +786 New
AP
2918
Adero Partners
California
$221K -$19.5K -67 -8%
WMP
2919
Wealth Management Partners
Arizona
$220K -$22.4K -77 -9%
FFA
2920
Frazier Financial Advisors
Ohio
$220K +$23.3K +80 +11%
CCMI
2921
Creative Capital Management Investments
California
$219K – – –
CWMGP
2922
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$219K +$582 +2 +0.3%
LFGO
2923
Legacy Financial Group (Oklahoma)
Oklahoma
$219K +$26.8K +92 +13%
SCA
2924
Stuart Chaussee & Associates
California
$219K – – –
WFG
2925
Wills Financial Group
Virginia
$219K – – –
115 116
117
118 119