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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1226
JGP Wealth Management
Oregon
$1.54M +$113K +486 +8%
SFG
1227
StrategIQ Financial Group
Indiana
$1.54M +$1.4K +6 +0.1%
CC
1228
Cypress Capital
Tennessee
$1.53M +$202K +868 +15%
JIC
1229
Joel Isaacson & Co
New York
$1.52M +$233 +1 +0%
PBC
1230
Pavion Blue Capital
California
$1.52M -$17.5K -75 -1%
MFW
1231
Mosaic Family Wealth
Missouri
$1.52M -$3.26K -14 -0.2%
AMCA
1232
Arthur M. Cohen & Associates
Illinois
$1.51M +$51.2K +220 +3%
PIP
1233
Peachtree Investment Partners
Florida
$1.51M +$126K +541 +9%
CCP
1234
Clarkston Capital Partners
Michigan
$1.51M – – –
HCMT
1235
Highland Capital Management (Tennessee)
Tennessee
$1.51M -$41.4K -178 -3%
HCCM
1236
Hudson Canyon Capital Management
New York
$1.5M -$112K -483 -7%
GWA
1237
GGM Wealth Advisors
Maryland
$1.5M -$51.4K -221 -3%
VFM
1238
Viking Fund Management
North Dakota
$1.5M – – –
NG
1239
Northstar Group
New York
$1.5M +$465 +2 +0%
SFG
1240
SevenBridge Financial Group
Pennsylvania
$1.5M +$7.45K +32 +0.5%
CC
1241
Claybrook Capital
Massachusetts
$1.5M +$1.51M +6,498 New
BCM
1242
Bayesian Capital Management
New York
$1.5M -$463K -1,989 -23%
LWM
1243
Loveless Wealth Management
Montana
$1.49M +$132K +566 +10%
SIAG
1244
Signet Investment Advisory Group
Rhode Island
$1.49M +$88.9K +382 +6%
SWM
1245
SeaCrest Wealth Management
New York
$1.49M +$7.45K +32 +0.5%
MPPW
1246
Mitchell & Pahl Private Wealth
Oklahoma
$1.49M +$30.7K +132 +2%
AG
1247
AlphaSimPlex Group
Massachusetts
$1.48M – – –
VIA
1248
Vident Investment Advisory
Georgia
$1.48M +$18.2K +78 +1%
FMWA
1249
Forvis Mazars Wealth Advisors
Missouri
$1.47M -$248K -1,066 -14%
PFGIA
1250
Patriot Financial Group Insurance Agency
Massachusetts
$1.47M +$50.7K +218 +4%
48 49
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