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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
876
Choreo LLC
Illinois
$3.71M +$82.1K +325 +2%
VA
877
Valmark Advisers
Ohio
$3.7M -$134K -530 -4%
BB
878
Bell Bank
North Dakota
$3.69M – – –
MWM
879
Modera Wealth Management
New Jersey
$3.67M -$1.82M -7,211 -34%
LOAME
880
Lombard Odier Asset Management (Europe)
United Kingdom
$3.67M +$3.46M +13,707 New
FNBTCON
881
First National Bank & Trust Co of Newtown
Pennsylvania
$3.67M -$22.7K -90 -0.7%
IWM
882
IHT Wealth Management
Illinois
$3.67M -$2.52K -10 -0.1%
MC
883
Moors & Cabot
Massachusetts
$3.66M +$277K +1,098 +9%
PWPS
884
Pinnacle Wealth Planning Services
Ohio
$3.66M +$18.2K +72 +0.5%
RPC
885
Rossmore Private Capital
Connecticut
$3.65M +$28.3K +112 +0.8%
HKIM
886
Hayek Kallen Investment Management
Alabama
$3.64M -$51K -202 -1%
SFO
887
Stokes Family Office
Louisiana
$3.63M +$64.9K +257 +2%
MIC
888
Means Investment Company
Maine
$3.62M +$23.2K +92 +0.7%
MSAM
889
Moloney Securities Asset Management
Missouri
$3.61M -$31.8K -126 -0.9%
MIM
890
Marco Investment Management
Georgia
$3.6M – – –
FFWA
891
FRG Family Wealth Advisors
Washington
$3.59M +$96.2K +381 +3%
HI
892
Harbour Investments
Wisconsin
$3.58M -$4.05M -16,023 -55%
CVM
893
Cheviot Value Management
California
$3.57M -$59.3K -235 -2%
BAM
894
Belpointe Asset Management
Nevada
$3.56M +$58.6K +232 +2%
FFA
895
First Foundation Advisors
California
$3.54M +$1.23M +4,872 +59%
WPA
896
Winning Points Advisors
Florida
$3.53M +$561K +2,220 +15%
BWL
897
Bogart Wealth LLC
Virginia
$3.53M +$372K +1,475 +13%
EI
898
Ethic Inc
New York
$3.52M +$753K +2,981 +29%
TI
899
Truehand Inc
New Hampshire
$3.52M -$303K -1,200 -8%
HNW
900
High Note Wealth
Minnesota
$3.51M +$105K +417 +3%
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