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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1276
Peak Financial Advisors
Colorado
$1.88M +$684K +2,554 +61%
MW
1277
Marcum Wealth
Ohio
$1.88M +$7.5K +28 +0.4%
PAG
1278
Powers Advisory Group
Illinois
$1.88M -$1.34K -5 -0.1%
GCA
1279
Genesee Capital Advisors
New York
$1.88M -$13.1K -49 -0.7%
SWA
1280
SOA Wealth Advisors
New York
$1.87M -$2.41K -9 -0.1%
FNBOO
1281
First National Bank of Omaha
Nebraska
$1.87M -$49.8K -186 -3%
CNC
1282
Citizens & Northern Corp
Pennsylvania
$1.86M +$1.88K +7 +0.1%
MMG
1283
Monetary Management Group
Missouri
$1.86M – – –
BP
1284
BBR Partners
New York
$1.86M -$53.3K -199 -3%
GSEP
1285
Golden State Equity Partners
California
$1.85M +$1.78M +6,631 New
CL
1286
CIM LLC
New York
$1.85M +$60.5K +226 +4%
HW
1287
Hancock Whitney
Mississippi
$1.85M +$19.6K +73 +1%
ATI
1288
Act Two Investors
California
$1.85M – – –
VBCG
1289
Valley Brook Capital Group
Pennsylvania
$1.84M – – –
UBG
1290
United Bank (Georgia)
Georgia
$1.84M -$61.1K -228 -3%
MIM
1291
Montgomery Investment Management
Maryland
$1.83M – – –
PFM
1292
Patton Fund Management
Texas
$1.83M -$1.09M -4,085 -38%
RCM
1293
RB Capital Management
Nevada
$1.83M +$6.43K +24 +0.4%
AF
1294
Affiance Financial
Minnesota
$1.83M – – –
AMCA
1295
Arthur M. Cohen & Associates
Illinois
$1.83M +$10.7K +40 +0.6%
WC
1296
Westhampton Capital
North Carolina
$1.83M – – –
NG
1297
Northstar Group
New York
$1.83M -$536 -2 -0%
LC
1298
Lindbrook Capital
California
$1.82M -$35.9K -134 -2%
DRS
1299
Deane Retirement Strategies
Louisiana
$1.82M +$26.3K +98 +2%
IWS
1300
Insight Wealth Strategies
California
$1.82M -$75K -280 -4%
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