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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
NEAM
751
New England Asset Management
Connecticut
$5.7M -$1.64M -5,650 -23%
HA
752
Hamel Associates
New Jersey
$5.69M -$125K -430 -2%
OAM
753
Oak Asset Management
California
$5.66M -$1.45K -5 -0%
ECM
754
Everence Capital Management
Indiana
$5.64M – – –
MWM
755
Modera Wealth Management
New Jersey
$5.64M +$1.58M +5,430 +40%
LSPW
756
Lake Street Private Wealth
Illinois
$5.63M -$61.3K -211 -1%
FCH
757
Freestone Capital Holdings
Washington
$5.62M +$92.4K +318 +2%
BCFD
758
Boit C.F. David
$5.61M -$87.2K -300 -2%
LFAS
759
Level Four Advisory Services
Texas
$5.57M +$503K +1,730 +10%
EI
760
Ethic Inc
New York
$5.56M +$353K +1,215 +7%
CFG
761
Citizens Financial Group
Rhode Island
$5.55M -$55.5K -191 -1%
NG
762
NatWest Group
United Kingdom
$5.55M +$59.3K +204 +1%
III
763
Independent Investors Inc
New York
$5.54M – – –
BP
764
Ballentine Partners
Massachusetts
$5.53M +$204K +703 +4%
PVI
765
Pine Valley Investments
New Jersey
$5.52M +$2.49M +8,567 +86%
BHWM
766
Bar Harbor Wealth Management
New Hampshire
$5.52M -$269K -926 -5%
PWMAG
767
Pinnacle Wealth Management Advisory Group
New Jersey
$5.51M +$49.4K +170 +0.9%
CTA
768
Colonial Trust Advisors
South Carolina
$5.49M -$362K -1,247 -6%
NC
769
NBW Capital
Massachusetts
$5.48M -$1.29M -4,456 -20%
GW
770
GW & Wade
Massachusetts
$5.48M -$198K -680 -4%
PT
771
Plimoth Trust
Massachusetts
$5.46M -$29.1K -100 -0.5%
FHB
772
First Hawaiian Bank
Hawaii
$5.42M +$61K +210 +1%
NGA
773
Naples Global Advisors
Florida
$5.41M +$72.3K +249 +1%
LDB
774
Lee, Danner & Bass
Tennessee
$5.39M -$119K -409 -2%
CWG
775
Cornerstone Wealth Group
North Carolina
$5.39M -$14.2K -49 -0.3%
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