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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
HT
951
Heritage Trust
Oklahoma
$3.98M -$16.1K -59 -0.4%
CA
952
Claro Advisors
Massachusetts
$3.98M +$109K +400 +3%
CM
953
Caption Management
Oklahoma
$3.97M -$272K -1,000 -7%
FHB
954
First Hawaiian Bank
Hawaii
$3.96M -$107K -393 -3%
SW
955
SlateStone Wealth
Florida
$3.95M -$293K -1,077 -7%
LSAG
956
Lake Street Advisors Group
New Hampshire
$3.94M +$18.5K +68 +0.5%
GIP
957
Greatmark Investment Partners
Georgia
$3.93M +$817 +3 +0%
FNBTCON
958
First National Bank & Trust Co of Newtown
Pennsylvania
$3.93M -$39.5K -145 -1%
DEA
959
DoubleLine ETF Adviser
Florida
$3.93M +$391K +1,435 +12%
QCG
960
Quadrant Capital Group
Ohio
$3.92M +$603K +2,214 +20%
PA
961
Parallel Advisors
California
$3.91M -$298K -1,094 -8%
SC
962
SouthState Corp
Florida
$3.91M -$113K -417 -3%
WJWM
963
Williams Jones Wealth Management
New York
$3.91M +$6.53K +24 +0.2%
BCA
964
Bray Capital Advisors
Florida
$3.9M -$9.53K -35 -0.3%
CAM
965
Carret Asset Management
New York
$3.89M – – –
MAS
966
Meeder Advisory Services
Ohio
$3.89M -$205K -752 -5%
DI
967
DFPG Investments
Utah
$3.88M +$70.5K +259 +2%
ISB
968
Iowa State Bank
Iowa
$3.87M +$72.4K +266 +2%
AWM
969
Accurate Wealth Management
Florida
$3.86M +$2.05M +7,523 +134%
IWA
970
Icon Wealth Advisors
Texas
$3.85M +$3.53M +12,986 New
SCM
971
Schnieders Capital Management
California
$3.85M -$2.41M -8,873 -41%
MIM
972
Marco Investment Management
Georgia
$3.84M +$400K +1,471 +13%
HI
973
Horizon Investments
North Carolina
$3.82M +$878K +3,227 +33%
DCM
974
Delta Capital Management
New Jersey
$3.81M -$2.72K -10 -0.1%
HIC
975
Holderness Investments Company
North Carolina
$3.8M +$570K +2,095 +20%
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