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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
876
Ropes Wealth Advisors
Massachusetts
$4.45M +$348K +1,197 +9%
QP
877
Quilter Plc
United Kingdom
$4.45M +$4.36K +15 +0.3%
FAP
878
Financial Advisory Partners
Florida
$4.45M -$135K -466 -3%
JIP
879
Jaffetilchin Investment Partners
Florida
$4.42M -$62.5K -215 -1%
MWM
880
Mattern Wealth Management
Kansas
$4.41M +$273K +939 +7%
PI
881
PineBridge Investments
New York
$4.4M -$7.98M -27,477 -65%
TTWM
882
TCV Trust & Wealth Management
Virginia
$4.4M -$236K -811 -5%
GCM
883
Gables Capital Management
Florida
$4.4M +$27.6K +95 +0.6%
RPC
884
Rossmore Private Capital
Connecticut
$4.38M +$365K +1,257 +9%
MPI
885
Mairs & Power Inc
Minnesota
$4.38M -$51.7K -178 -1%
BAM
886
Belpointe Asset Management
Nevada
$4.36M -$2.72M -9,350 -39%
OIM
887
Opus Investment Management
Massachusetts
$4.36M – – –
AWM
888
Avior Wealth Management
Nebraska
$4.35M +$274K +944 +7%
SCM
889
Silvant Capital Management
Georgia
$4.34M -$1.45K -5 -0%
DT
890
Diversified Trust
Tennessee
$4.34M +$241K +830 +6%
BOSSRA
891
B.O.S.S. Retirement Advisors
Utah
$4.33M +$658K +2,266 +19%
AOWM
892
Alpha Omega Wealth Management
Virginia
$4.32M -$928K -3,195 -18%
HSA
893
HBK Sorce Advisory
Pennsylvania
$4.32M +$11.9K +41 +0.3%
MCCP
894
Mission Creek Capital Partners
California
$4.3M +$43.6K +150 +1%
HI
895
Harbour Investments
Wisconsin
$4.29M -$81.3K -280 -2%
ACM
896
AlphaStar Capital Management
North Carolina
$4.28M +$334K +1,150 +9%
BB
897
Bell Bank
North Dakota
$4.28M +$86K +296 +2%
GRP
898
Global Retirement Partners
California
$4.26M +$229K +788 +6%
MIC
899
Means Investment Company
Maine
$4.26M -$5.23K -18 -0.1%
PL
900
Parthenon LLC
Kentucky
$4.24M – – –
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