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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
1001
O'Brien Wealth Partners
Massachusetts
$3.82M +$306 +1 +0%
EFS
1002
Essex Financial Services
Connecticut
$3.81M +$156K +509 +4%
MC
1003
Maverick Capital
Texas
$3.81M +$3.81M +12,453 New
JRPIM
1004
Journey Retirement Planning & Investment Management
Idaho
$3.8M +$3.81M +12,440 New
ADL
1005
Asset Dedication LLC
California
$3.79M -$18.7K -61 -0.5%
FFN
1006
Focus Financial Network
Minnesota
$3.79M -$150K -489 -4%
MA
1007
Modus Advisors
Minnesota
$3.79M +$464K +1,514 +14%
CCM
1008
Cinctive Capital Management
New York
$3.78M +$3.06M +9,977 +414%
CB
1009
Community Bank
New York
$3.78M -$218K -711 -5%
AOWM
1010
Alpha Omega Wealth Management
Virginia
$3.78M -$34K -111 -0.9%
QCM
1011
Qsemble Capital Management
New York
$3.77M -$4.66M -15,215 -55%
RHIG
1012
R.H. Investment Group
Arizona
$3.77M – – –
BRWA
1013
B. Riley Wealth Advisors
Florida
$3.76M +$15K +49 +0.4%
CT
1014
Coastline Trust
Rhode Island
$3.76M -$10.7K -35 -0.3%
BC
1015
Bridgefront Capital
Texas
$3.75M +$3.5M +11,419 +1,340%
GS
1016
GWN Securities
Florida
$3.74M +$163K +531 +5%
SSWM
1017
Smith Salley Wealth Management
North Carolina
$3.74M +$233K +761 +7%
SWM
1018
Sterling Wealth Management
Illinois
$3.72M -$12.3K -40 -0.3%
TVWM
1019
Tower View Wealth Management
Wisconsin
$3.72M +$74.1K +242 +2%
FFM
1020
Forum Financial Management
Illinois
$3.71M +$32.8K +107 +0.9%
DEA
1021
DoubleLine ETF Adviser
Florida
$3.7M +$3.71M +12,099 New
HT
1022
Heritage Trust
Oklahoma
$3.69M -$94K -307 -2%
KC
1023
Kinloch Capital
Virginia
$3.67M +$26K +85 +0.7%
HCM
1024
Hall Capital Management
Rhode Island
$3.66M +$20.8K +68 +0.6%
CWM
1025
Collaborative Wealth Management
Florida
$3.66M +$317K +1,035 +9%
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