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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
3176
Octavia Wealth Advisors
Ohio
$200K -$31.5K -110 -13%
MWPCG
3177
Measured Wealth Private Client Group
New Hampshire
$200K – – –
BCPWM
3178
Bradley & Co Private Wealth Management
Florida
$198K – – –
MS
3179
Monetary Solutions
Ohio
$196K +$44.4K +155 +27%
RWM
3180
Rialto Wealth Management
New York
$195K +$4.88K +17 +2%
SWIM
3181
Smallwood Wealth Investment Management
New Jersey
$195K – – –
HWP
3182
Highline Wealth Partners
California
$191K +$15.8K +55 +8%
BC
3183
Barrett & Company
Rhode Island
$191K – – –
RFG
3184
REAP Financial Group
Texas
$189K -$9.75K -34 -5%
HWA
3185
HHM Wealth Advisors
Tennessee
$189K +$12.9K +45 +7%
BDPWM
3186
Barnes Dennig Private Wealth Management
Ohio
$189K – – –
IFS
3187
Intelligent Financial Strategies
Minnesota
$186K -$82.6K -288 -29%
ESC
3188
Eurizon SLJ Capital
$184K – – –
FWA
3189
Flagship Wealth Advisors
Massachusetts
$182K – – –
AIM
3190
Access Investment Management
Georgia
$176K – – –
FFA
3191
Frazier Financial Advisors
Ohio
$176K -$21.5K -75 -10%
HBW
3192
Hazlett, Burt & Watson
West Virginia
$174K -$10.3K -36 -5%
DF
3193
Dunhill Financial
United Kingdom
$172K +$6.59K +23 +4%
SGFG
3194
Silver Grove Financial Group
New York
$171K +$154K +538 +560%
EWM
3195
Evolution Wealth Management
Florida
$171K +$7.46K +26 +4%
AG
3196
AmeriFlex Group
Nevada
$171K +$20.1K +70 +12%
MWM
3197
Mascoma Wealth Management
New Hampshire
$170K -$6.88K -24 -4%
LFA
3198
LGT Financial Advisors
Texas
$168K -$12.9K -45 -7%
IAS
3199
IMA Advisory Services
Colorado
$167K +$86K +300 +95%
QL
3200
Quarry LP
New York
$165K +$102K +356 +141%
126 127
128
129 130