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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1051
WealthPlan Investment Management
Nebraska
$3.5M +$2.17M +7,096 +163%
SW
1052
Simplicity Wealth
New Jersey
$3.49M +$391K +1,275 +13%
CWM
1053
Cornerstone Wealth Management
Missouri
$3.49M +$393K +1,282 +13%
UAS
1054
United Asset Strategies
New York
$3.49M +$1.01M +3,300 +41%
BHPW
1055
Beverly Hills Private Wealth
California
$3.49M -$98.6K -322 -3%
AWP
1056
Ascent Wealth Partners
New York
$3.47M -$31.5K -103 -0.9%
BBWA
1057
Bell & Brown Wealth Advisors
California
$3.46M +$160K +524 +5%
RLH
1058
RD Lewis Holdings
Florida
$3.46M +$156K +510 +5%
RBC
1059
Romano Brothers & Co
Illinois
$3.46M +$34.6K +113 +1%
SFO
1060
Stenger Family Office
Illinois
$3.44M +$390K +1,273 +13%
ATC
1061
Adirondack Trust Company
New York
$3.43M -$32.8K -107 -0.9%
FAM
1062
Formidable Asset Management
Ohio
$3.42M +$338K +1,104 +11%
CA
1063
Claro Advisors
Massachusetts
$3.41M +$43.2K +141 +1%
GWMR
1064
GC Wealth Management RIA
Massachusetts
$3.41M -$1.93M -6,294 -36%
WAP
1065
Wealthcare Advisory Partners
Pennsylvania
$3.4M +$286K +933 +9%
PWM
1066
Palumbo Wealth Management
New York
$3.4M -$241K -787 -7%
JHCP
1067
Jackson Hole Capital Partners
Oklahoma
$3.4M +$25.4K +83 +0.8%
CAM
1068
CPA Asset Management
Florida
$3.39M +$57.9K +189 +2%
CA
1069
CGN Advisors
Kansas
$3.38M +$96.8K +316 +3%
SLA
1070
Silver Lake Advisory
Utah
$3.38M +$13.5K +44 +0.4%
BB
1071
Bell Bank
North Dakota
$3.37M -$1.97M -6,445 -37%
AO
1072
Advisor OS
Illinois
$3.36M +$154K +503 +5%
FFBTD
1073
First Financial Bank - Trust Division
Ohio
$3.36M +$7.04K +23 +0.2%
CAM
1074
Carret Asset Management
New York
$3.35M -$57.3K -187 -2%
WAAG
1075
Wealth Alliance Advisory Group
Kansas
$3.35M -$459K -1,498 -12%
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