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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
1051
Marino Stram & Associates
Massachusetts
$2.29M +$19.9K +78 +0.8%
KFP
1052
Keystone Financial Planning
Ohio
$2.28M +$47.8K +187 +2%
ACA
1053
Affinity Capital Advisors
California
$2.28M +$1.72M +6,712 +213%
FMWA
1054
Forvis Mazars Wealth Advisors
Missouri
$2.27M +$225K +879 +10%
GCM
1055
Gladius Capital Management
Illinois
$2.27M +$2.37M +9,282 +1,634%
UAS
1056
United Asset Strategies
New York
$2.27M -$2.24M -8,769 -47%
MOS
1057
MGO One Seven
Ohio
$2.27M +$536K +2,097 +32%
BOPW
1058
Brandywine Oak Private Wealth
Pennsylvania
$2.26M -$24.3K -95 -1%
PIM
1059
Penobscot Investment Management
Massachusetts
$2.26M -$15.3K -60 -0.6%
GSB
1060
Greenfield Savings Bank
Massachusetts
$2.26M – – –
PMG
1061
ProVise Management Group
Florida
$2.26M -$4.61M -18,030 -65%
WIM
1062
WealthPlan Investment Management
Nebraska
$2.26M +$2.14M +8,360 New
RWM
1063
RKL Wealth Management
Pennsylvania
$2.26M -$32.5K -127 -1%
BL
1064
BFSG LLC
California
$2.25M -$848K -3,319 -25%
AAIM
1065
Asset Advisors Investment Management
Georgia
$2.25M -$12.8K -50 -0.5%
CC
1066
Courier Capital
New York
$2.25M +$6.39K +25 +0.3%
QI
1067
Qtron Investments
Massachusetts
$2.24M – – –
EHWM
1068
Eads & Heald Wealth Management
Georgia
$2.23M -$24.5K -96 -1%
JWCA
1069
J.W. Coons Advisors
Ohio
$2.22M +$260K +1,017 +12%
QCG
1070
Quadrant Capital Group
Ohio
$2.22M +$235K +921 +11%
CC
1071
Chicago Capital
Illinois
$2.21M +$17.9K +70 +0.7%
FAM
1072
Fred Alger Management
New York
$2.21M +$290K +1,136 +13%
TWM
1073
TLW Wealth Management
Florida
$2.2M -$380K -1,486 -13%
BBWA
1074
Bell & Brown Wealth Advisors
California
$2.19M -$52.4K -205 -2%
ZCA
1075
Zeke Capital Advisors
Pennsylvania
$2.19M +$256 +1 +0%
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