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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
1151
Stillwater Wealth Management Group
Florida
$2.64M +$2.72M +9,124 New
BSA
1152
Braun Stacey Associates
New York
$2.64M – – –
VIP
1153
Vista Investment Partners
Oklahoma
$2.63M -$150K -502 -5%
CCT
1154
Capital City Trust
Florida
$2.63M -$89.8K -301 -3%
CAM
1155
Cozad Asset Management
Illinois
$2.63M +$60.5K +203 +2%
PCA
1156
Peddock Capital Advisors
Massachusetts
$2.62M +$6.56K +22 +0.2%
ISWM
1157
Independent Solutions Wealth Management
New York
$2.62M +$27.4K +92 +1%
CK
1158
Cohen Klingenstein
New York
$2.61M -$3.7M -12,400 -58%
SFP
1159
Shepherd Financial Partners
Massachusetts
$2.61M +$15.2K +51 +0.6%
HEIP
1160
Hudson Edge Investment Partners
New Jersey
$2.6M -$68K -228 -2%
SFG
1161
SevenBridge Financial Group
Pennsylvania
$2.59M +$273K +915 +12%
GI
1162
GAMMA Investing
California
$2.59M +$190K +636 +8%
ANTB
1163
AMG National Trust Bank
Colorado
$2.59M -$71K -238 -3%
WAAG
1164
Wealth Alliance Advisory Group
Kansas
$2.59M -$2.98K -10 -0.1%
UAS
1165
United Asset Strategies
New York
$2.59M +$24.2K +81 +0.9%
ALAM
1166
Asahi Life Asset Management
Japan
$2.58M -$227K -762 -8%
GSEP
1167
Golden State Equity Partners
California
$2.58M -$137K -459 -5%
HDA
1168
Harold Davidson & Associates
California
$2.58M +$2.65M +8,887 New
FWM
1169
Finer Wealth Management
Massachusetts
$2.58M +$109K +367 +4%
BCA
1170
Bray Capital Advisors
Florida
$2.57M -$594K -1,993 -18%
IP
1171
Integras Partners
Georgia
$2.57M +$2.64M +8,867 New
IBOK
1172
Independence Bank of Kentucky
Kentucky
$2.57M +$460K +1,544 +21%
HCM
1173
Howland Capital Management
Massachusetts
$2.56M -$112K -377 -4%
ACS
1174
Archford Capital Strategies
Illinois
$2.56M +$13.1K +44 +0.5%
EWA
1175
EverSource Wealth Advisors
Alabama
$2.56M +$91.8K +308 +4%
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48 49