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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
951
Curi RMB Capital
Illinois
$4M +$115K +379 +3%
CB
952
Community Bank
New York
$3.98M -$18.6K -61 -0.5%
AWAU
953
Alliance Wealth Advisors (Utah)
Utah
$3.97M +$147K +482 +4%
GWM
954
Geneos Wealth Management
Colorado
$3.97M -$1.16M -3,825 -23%
IAM
955
Infusive Asset Management
New York
$3.96M -$1.22M -4,011 -24%
JSW
956
Journey Strategic Wealth
New Jersey
$3.96M +$161K +529 +4%
EGA
957
Eagle Global Advisors
Texas
$3.95M – – –
PBT
958
Pictet Bank & Trust
Bahamas
$3.95M – – –
API
959
Asset Planning Inc
California
$3.95M -$48.7K -160 -1%
LA
960
Legacy Advisors
Pennsylvania
$3.94M +$3.94M +12,959 New
LWA
961
Lineweaver Wealth Advisors
Ohio
$3.93M +$300K +987 +8%
VWMG
962
Virginia Wealth Management Group
Virginia
$3.93M +$59K +194 +2%
VWM
963
Valley Wealth Managers
New Jersey
$3.92M +$109K +358 +3%
FFN
964
Focus Financial Network
Minnesota
$3.91M -$243K -800 -6%
MWM
965
MOKAN Wealth Management
Kansas
$3.9M +$292K +958 +8%
RCA
966
Resonant Capital Advisors
Wisconsin
$3.9M +$92.2K +303 +2%
GIP
967
Greatmark Investment Partners
Georgia
$3.9M -$3.04K -10 -0.1%
XT
968
XTX Topco
Cayman Islands
$3.89M -$11M -36,197 -74%
MCWS
969
McKinley Carter Wealth Services
West Virginia
$3.88M -$6.09K -20 -0.2%
CBB
970
Citizens Business Bank
California
$3.87M +$49K +161 +1%
PWPS
971
Pinnacle Wealth Planning Services
Ohio
$3.86M +$1.06M +3,475 +38%
HVP
972
Hudson Value Partners
Florida
$3.85M -$82.2K -270 -2%
SCM
973
Schnieders Capital Management
California
$3.85M -$83.7K -275 -2%
CBA
974
Coastal Bridge Advisors
Connecticut
$3.84M -$63.6K -209 -2%
TPCW
975
TD Private Client Wealth
New York
$3.84M -$217K -713 -5%
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