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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
2926
True Wealth Design
Ohio
$228K +$194K +713 +1,320%
RGC
2927
Roberts, Glore & Co
Illinois
$227K – – –
CC
2928
Commons Capital
Massachusetts
$227K -$4.63K -17 -2%
EVM
2929
Evelyn V. Moreno
$227K – – –
GSIS
2930
Global Strategic Investment Solutions
Arizona
$226K -$10.9K -40 -5%
SWMG
2931
Signature Wealth Management Group
Georgia
$225K +$207K +760 New
FFA
2932
Fi3 Financial Advisors
Indiana
$225K -$50.1K -184 -20%
BIM
2933
Bullseye Investment Management
Ohio
$224K +$206K +757 New
PWAC
2934
Private Wealth Advisors (California)
California
$224K -$109K -402 -35%
LFP
2935
Leeward Financial Partners
Washington
$224K +$205K +755 New
WSWA
2936
Warren Street Wealth Advisors
California
$224K +$205K +754 New
AL
2937
ADE LLC
Maryland
$223K +$205K +753 New
TPM
2938
Triasima Portfolio Management
Quebec, Canada
$223K -$24.5K -90 -11%
OCM
2939
Orion Capital Management
California
$223K – – –
GF
2940
Gabelli Funds
New York
$222K +$204K +750 New
LA
2941
LPF Advisors
Florida
$221K +$203K +746 New
SGC
2942
Slocum, Gordon & Co
Rhode Island
$221K +$27.2K +100 +15%
CWA
2943
Clarity Wealth Advisors
California
$221K +$203K +746 New
SFA
2944
Seneca Financial Advisors
New York
$221K +$202K +744 New
CWC
2945
Carolinas Wealth Consulting
North Carolina
$221K -$43.3K -159 -0.8%
BCM
2946
Bayesian Capital Management
New York
$220K +$202K +741 New
SP
2947
Systematic Portfolios
New York
$219K +$201K +739 New
RIM
2948
Rockbridge Investment Management
New York
$219K +$201K +738 New
CWA
2949
Cornerstone Wealth Advisors
Minnesota
$219K +$201K +738 New
RW
2950
Regimen Wealth
Georgia
$218K +$201K +737 New
116 117
118
119 120