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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
1251
Argonautica Private Wealth Management
Massachusetts
$2.27M +$2.34M +8,058 New
TAM
1252
Tealwood Asset Management
Minnesota
$2.27M +$18.3K +63 +0.8%
SEP
1253
Southland Equity Partners
Missouri
$2.26M +$731K +2,514 +46%
EW
1254
Evoke Wealth
California
$2.26M +$2.33M +8,018 New
KFI
1255
Key Financial Inc
Pennsylvania
$2.26M – – –
IW
1256
Imprint Wealth
South Carolina
$2.26M +$782K +2,689 +50%
FWM
1257
Finer Wealth Management
Massachusetts
$2.26M +$208K +715 +10%
EWA
1258
Etesian Wealth Advisors
Oregon
$2.25M -$24.1K -83 -1%
CIAS
1259
Capital Investment Advisory Services
North Carolina
$2.25M -$95.4K -328 -4%
MPPW
1260
Mitchell & Pahl Private Wealth
Oklahoma
$2.25M +$61.7K +212 +3%
AIMA
1261
Ables Iannone Moore & Associates
Georgia
$2.25M -$7.85K -27 -0.3%
CCA
1262
Cobblestone Capital Advisors
New York
$2.25M +$131K +450 +6%
GFPC
1263
Global Financial Private Client
Florida
$2.24M +$24.1K +83 +1%
LRPA
1264
L. Roy Papp & Associates
Arizona
$2.24M +$17.2K +59 +0.7%
IGGA
1265
Iron Gate Global Advisors
Utah
$2.23M -$496K -1,707 -18%
CBT
1266
CoreFirst Bank & Trust
Kansas
$2.23M -$5.82K -20 -0.3%
DAM
1267
Delta Asset Management
Tennessee
$2.23M +$55.8K +192 +2%
WP
1268
Wealthspan Partners
Iowa
$2.22M +$21.2K +73 +0.9%
SIAG
1269
Signet Investment Advisory Group
Rhode Island
$2.22M +$258K +888 +13%
CASC
1270
Coppell Advisory Solutions Corp
Texas
$2.22M +$2.29M +7,865 New
LAIC
1271
Lederer & Associates Investment Counsel
California
$2.22M -$71.5K -246 -3%
CB
1272
CNB Bank
Pennsylvania
$2.21M -$113K -389 -5%
CC
1273
Cypress Capital
Tennessee
$2.21M -$179K -616 -7%
UCB
1274
United Community Bank
South Carolina
$2.21M -$63.7K -219 -3%
FMB
1275
Field & Main Bank
Kentucky
$2.2M -$9.6K -33 -0.4%
49 50
51
52 53