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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
701
Woodmont Investment Counsel
Tennessee
$5.5M +$116K +439 +2%
CI
702
CX Institutional
Indiana
$5.49M +$3.84M +14,542 +232%
AWM
703
Avitas Wealth Management
California
$5.46M -$75.7K -287 -1%
SC
704
Searle & Co
Connecticut
$5.45M +$127K +482 +2%
MNBTD
705
Moody National Bank Trust Division
Texas
$5.43M -$101K -384 -2%
CRCM
706
Crystal Rock Capital Management
Illinois
$5.42M -$10.3M -38,961 -65%
KFP
707
KMG Fiduciary Partners
Ohio
$5.39M +$144K +545 +3%
EF
708
Exeter Financial
Arizona
$5.39M -$174K -660 -3%
BOH
709
Bank of Hawaii
Hawaii
$5.36M -$8.97K -34 -0.2%
PBT
710
Pictet Bank & Trust
Bahamas
$5.33M +$181K +685 +4%
CWP
711
Cyndeo Wealth Partners
Florida
$5.32M +$5.33M +20,195 New
PCM
712
Parsons Capital Management
Rhode Island
$5.32M +$186K +706 +4%
IAN
713
Integrated Advisors Network
Texas
$5.31M +$127K +482 +2%
GPTE
714
Generali Powszechne Towarzystwo Emerytalne
Poland
$5.3M – – –
DAS
715
Dynamic Advisor Solutions
Arizona
$5.29M -$1.01M -3,810 -16%
LWAC
716
Laurel Wealth Advisors (California)
California
$5.29M +$28.5K +108 +0.5%
AIM
717
Allen Investment Management
New York
$5.28M -$19.3K -73 -0.4%
ADL
718
Asset Dedication LLC
California
$5.26M +$380K +1,442 +8%
WC
719
Woodstock Corp
Massachusetts
$5.25M -$49.1K -186 -0.9%
SSA
720
Schonfeld Strategic Advisors
New York
$5.22M +$223K +845 +4%
BCI
721
Brinker Capital Investments
Pennsylvania
$5.22M -$280K -1,062 -5%
LSPW
722
Lake Street Private Wealth
Illinois
$5.2M -$4.49K -17 -0.1%
PFS
723
Physicians Financial Services
North Carolina
$5.2M -$9.5K -36 -0.2%
IAM
724
Infusive Asset Management
New York
$5.19M +$4.32M +16,380 +35%
LWANC
725
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.17M +$82.6K +313 +2%
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