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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
901
Geneos Wealth Management
Colorado
$4.06M +$293K +1,023 +7%
TTWM
902
TCV Trust & Wealth Management
Virginia
$4.06M +$11.8K +41 +0.3%
AAM
903
Aureus Asset Management
Massachusetts
$4.06M +$14.3K +50 +0.3%
CWS
904
Confluence Wealth Services
Pennsylvania
$4.05M +$736K +2,565 +21%
SWASL
905
Spartan Wealth Advisory Services LLC
Michigan
$4.04M -$1.18M -4,112 -22%
TE
906
Tema ETFs
New York
$4.04M +$416K +1,450 +11%
HCM
907
Hengehold Capital Management
Ohio
$4.03M +$140K +488 +3%
BAM
908
Bell Asset Management
Australia
$4.01M +$2.22M +7,754 +110%
JIM
909
JCP Investment Management
Texas
$4M +$860K +3,000 +25%
SAM
910
Smartleaf Asset Management
Massachusetts
$4M – – –
WC
911
Woodstock Corp
Massachusetts
$3.98M +$3.44K +12 +0.1%
VF
912
Virtu Financial
New York
$3.97M +$2.04M +7,106 +94%
TW
913
Trajan Wealth
Arizona
$3.96M -$139K -484 -3%
SM
914
Sciencast Management
New Jersey
$3.96M +$3.12M +10,874 +288%
UF
915
Univest Financial
Pennsylvania
$3.96M +$113K +393 +3%
CTA
916
Colonial Trust Advisors
South Carolina
$3.95M -$103K -360 -2%
SGC
917
Slocum, Gordon & Co
Rhode Island
$3.95M -$184K -640 -4%
PFG
918
Pinnacle Financial Group
Illinois
$3.95M -$40.7K -142 -1%
OIM
919
Opus Investment Management
Massachusetts
$3.95M – – –
PAM
920
Panagora Asset Management
Massachusetts
$3.94M +$138K +483 +3%
NHC
921
Nicholas Hoffman & Company
Georgia
$3.94M +$6.31K +22 +0.2%
CB
922
Community Bank
New York
$3.93M +$660K +2,300 +19%
OCAM
923
Onex Canada Asset Management
Ontario, Canada
$3.91M – – –
CAC
924
Core Alternative Capital
Georgia
$3.91M -$439K -1,531 -10%
BL
925
BFSG LLC
California
$3.9M +$285K +995 +7%
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