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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
976
Boston Financial Management
Massachusetts
$2.79M +$172K +699 +7%
SLA
977
Silver Lake Advisory
Utah
$2.78M +$13.1K +53 +0.5%
CIAS
978
Capital Investment Advisory Services
North Carolina
$2.78M -$41.4K -168 -1%
SFO
979
Stokes Family Office
Louisiana
$2.77M -$85.2K -346 -3%
BSB
980
Bangor Savings Bank
Maine
$2.76M +$11.1K +45 +0.4%
OPS
981
Orion Portfolio Solutions
Nebraska
$2.75M +$202K +821 +8%
CT
982
Coastline Trust
Rhode Island
$2.74M +$117K +476 +4%
GL
983
Graypoint LLC
New York
$2.74M +$52K +211 +2%
HAIM
984
Hunter Associates Investment Management
Pennsylvania
$2.74M +$514K +2,087 +23%
SCM
985
Schnieders Capital Management
California
$2.73M -$150K -609 -5%
HIC
986
Holderness Investments Company
North Carolina
$2.73M -$56.4K -229 -2%
AWM
987
Axxcess Wealth Management
California
$2.72M +$251K +1,020 +10%
TWM
988
TLW Wealth Management
Florida
$2.72M +$2.71M +11,010 New
IA
989
IFG Advisory
Georgia
$2.71M +$142K +577 +6%
PCIA
990
Prime Capital Investment Advisors
Kansas
$2.71M +$1.82M +7,391 +206%
CSPIA
991
Cary Street Partners Investment Advisory
Virginia
$2.69M +$2.21M +8,981 +472%
RPWA
992
Regent Peak Wealth Advisors
Georgia
$2.67M +$8.62K +35 +0.3%
AWAG
993
ARS Wealth Advisors Group
Florida
$2.67M +$52.2K +212 +2%
BB
994
Berkshire Bank
Massachusetts
$2.66M +$39.4K +160 +2%
PA
995
Parallel Advisors
California
$2.66M +$132K +538 +5%
KCPG
996
Kavar Capital Partners Group
Kansas
$2.66M -$61.6K -250 -2%
DT
997
Diversified Trust
Tennessee
$2.65M +$43.6K +177 +2%
SB
998
Simmons Bank
Arkansas
$2.65M -$71.4K -290 -3%
OBWP
999
O'Brien Wealth Partners
Massachusetts
$2.64M -$31.3K -127 -1%
TAM
1000
Tealwood Asset Management
Minnesota
$2.64M -$14.5K -59 -0.5%
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40
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