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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
901
Prudential plc
United Kingdom
$1.61M +$260K +2,174 +20%
SPC
902
Stewart & Patten Company
California
$1.61M -$122K -1,019 -7%
SB
903
Simmons Bank
Arkansas
$1.59M +$1.51M +12,654 New
WAM
904
Wealthspire Advisors (Maryland)
Maryland
$1.59M -$258K -2,160 -15%
JIM
905
Jupiter Investment Management
United Kingdom
$1.59M +$1.51M +12,640 New
KFC
906
Klingenstein Fields & Co
New York
$1.58M -$22.7K -190 -1%
SCM
907
SOL Capital Management
Maryland
$1.58M -$11.9K -100 -0.8%
GS
908
GAM Systematic
United Kingdom
$1.57M +$355K +2,971 +31%
ACI
909
Advance Capital I
Michigan
$1.57M +$119K +1,000 +9%
BSWMG
910
Barrington Strategic Wealth Management Group
Illinois
$1.57M -$20.7K -173 -1%
ST
911
Spinnaker Trust
Maine
$1.56M +$25.2K +211 +2%
CB
912
Community Bank
New York
$1.56M -$29.2K -244 -2%
EB
913
Eastern Bank
Massachusetts
$1.56M +$21.5K +180 +1%
PGA
914
Portland Global Advisors
Maine
$1.56M +$6.21K +52 +0.4%
KFP
915
Keystone Financial Planning
Ohio
$1.55M -$3.99M -33,383 -73%
DPIM
916
Duff & Phelps Investment Management
Illinois
$1.55M -$381K -3,190 -21%
CBN
917
Cadence Bank NA
Texas
$1.54M +$34.8K +291 +2%
LNC
918
Lincoln National Corp
Pennsylvania
$1.53M -$187K -1,561 -11%
AC
919
Argentiere Capital
Switzerland
$1.52M +$1.45M +12,100 New
CWM
920
Calamos Wealth Management
Illinois
$1.52M +$272K +2,278 +23%
GAM
921
Gould Asset Management
California
$1.51M – – –
CI
922
CAZ Investments
Texas
$1.51M -$307K -2,570 -18%
PIM
923
Provident Investment Management
Michigan
$1.51M – – –
GBT
924
Grove Bank & Trust
Florida
$1.51M +$60.3K +505 +4%
HA
925
Halsey Associates
Connecticut
$1.5M -$6.45K -54 -0.4%
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