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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
951
Chicago Partners Investment Group
Illinois
$2.04M -$400K -2,203 -17%
PP
952
Paloma Partners
Connecticut
$2.04M +$864K +4,762 +80%
GH
953
GAM Holding
Switzerland
$2.03M -$184K -1,013 -9%
S
954
SimplyRich
California
$2.03M – – –
CIC
955
Carnegie Investment Counsel
Ohio
$2.02M +$1.12M +6,155 +137%
SWM
956
SVA Wealth Management
Wisconsin
$2.02M -$72.2K -398 -4%
CCM
957
Compton Capital Management
Rhode Island
$2.02M -$40.8K -225 -2%
OBWP
958
O'Brien Wealth Partners
Massachusetts
$2.02M +$181 +1 +0%
CI
959
Centerstone Investors
New York
$2M – – –
HSA
960
HBK Sorce Advisory
Pennsylvania
$2M +$38.3K +211 +2%
PAS
961
Park Avenue Securities
New York
$2M +$1.92M +10,592 New
PO
962
Private Ocean
California
$1.99M +$25.4K +140 +1%
QCG
963
Quadrant Capital Group
Ohio
$1.99M +$374K +2,063 +24%
AAM
964
Arabesque Asset Management
United Kingdom
$1.98M -$940K -5,179 -33%
FHA
965
First Horizon Advisors
Tennessee
$1.98M -$75.3K -415 -4%
TPA
966
Trivium Point Advisory
Connecticut
$1.97M +$17.8K +98 +1%
UBG
967
United Bank (Georgia)
Georgia
$1.97M +$14.9K +82 +0.8%
UCMOK
968
United Capital Management of KS
Kansas
$1.97M +$2.9K +16 +0.2%
TWM
969
Torch Wealth Management
Ohio
$1.97M +$18.1K +100 +1%
BO
970
BRR OpCo
Ohio
$1.97M -$29.2K -161 -2%
CCMG
971
Clark Capital Management Group
Pennsylvania
$1.96M -$54.6K -301 -3%
PCAP
972
Pratt Collard Advisory Partners
New York
$1.96M -$60.4K -333 -3%
GT
973
Greenleaf Trust
Michigan
$1.95M +$22K +121 +1%
ITIM
974
Indiana Trust & Investment Management
Indiana
$1.95M -$67.1K -370 -3%
IWM
975
IHT Wealth Management
Illinois
$1.94M -$9.98K -55 -0.5%
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