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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
3026
Stone House Investment Management
Pennsylvania
$108K +$276 +1 +0.3%
GPFA
3027
Game Plan Financial Advisors
Ohio
$107K – – –
CFS
3028
CGC Financial Services
Oregon
$107K +$18.2K +66 +23%
HGA
3029
Hobbs Group Advisors
South Carolina
$103K +$4.41K +16 +5%
HIIFS
3030
Harel Insurance Investments & Financial Services
Israel
$102K +$27.6K +100 +42%
CCA
3031
Catalyst Capital Advisors
New York
$102K +$92.1K +334 New
IHWM
3032
Iron Horse Wealth Management
Iowa
$100K +$17.9K +65 +25%
BSC
3033
Brown Shipley & Co
United Kingdom
$98.7K -$4.13K -15 -4%
1IA
3034
1620 Investment Advisors
Massachusetts
$97K +$1.65K +6 +2%
MCM
3035
MidAtlantic Capital Management
Virginia
$95.9K – – –
MSG
3036
Main Street Group
Virginia
$95.9K -$49.9K -181 -36%
AP
3037
Aspect Partners
Virginia
$95.3K +$3.03K +11 +4%
CA
3038
Centerpoint Advisors
Massachusetts
$95K +$27K +98 +46%
VF
3039
VitalStone Financial
Texas
$94.8K +$51.3K +186 +149%
BHWM
3040
Beaird Harris Wealth Management
Texas
$94.7K -$86.8K -315 -50%
PAG
3041
Paladin Advisory Group
Iowa
$92.6K – – –
KWAG
3042
Kiely Wealth Advisory Group
North Carolina
$92.2K – – –
AWM
3043
Abound Wealth Management
Tennessee
$91.5K -$551 -2 -0.7%
DWA
3044
Delos Wealth Advisors
Texas
$91.4K -$6.89K -25 -8%
FPF
3045
First Pacific Financial
Washington
$91.4K – – –
DWS
3046
Dynamic Wealth Strategies
California
$89K – – –
PPC
3047
Park Place Capital
Alabama
$88.6K +$2.76K +10 +4%
LAM
3048
Lummis Asset Management
Texas
$85.9K -$5.51K -20 -7%
CA
3049
Claris Advisors
Missouri
$84K +$76.1K +276 New
RWM
3050
Ruedi Wealth Management
Illinois
$84K -$5.79K -21 -7%
120 121
122
123 124