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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
THWM
1301
Taylor Hoffman Wealth Management
Virginia
$739K +$721K +4,295 New
AF
1302
Allworth Financial
California
$738K +$70.9K +422 +11%
CPA
1303
Clear Perspective Advisors
Illinois
$737K – – –
SFA
1304
Sequoia Financial Advisors
Ohio
$736K +$94.7K +564 +15%
AFA
1305
Aurora Financial Advisors
Massachusetts
$736K +$718K +4,278 New
BI
1306
Boulegeris Investments
Georgia
$735K +$25.2K +150 +4%
CIM
1307
CenturyLink Investment Management
Colorado
$733K -$86K -512 -11%
SFI
1308
SPC Financial Inc
Maryland
$730K +$4.7K +28 +0.7%
HFM
1309
Hartford Financial Management
Connecticut
$727K +$168 +1 +0%
FAG
1310
Financial Advisory Group
Texas
$725K – – –
AB
1311
AT Bancorp
Iowa
$724K -$30.6K -182 -4%
WEC
1312
Winslow Evans & Crocker
Massachusetts
$723K – – –
AI
1313
Accredited Investors
Minnesota
$723K +$33.1K +197 +5%
KJWM
1314
Kiley Juergens Wealth Management
Washington
$722K +$705K +4,196 New
CCM
1315
Crossvault Capital Management
Texas
$721K -$2.18K -13 -0.3%
RIG
1316
Renaissance Investment Group
Massachusetts
$719K +$15.1K +90 +2%
TA
1317
Tiedemann Advisors
New York
$718K +$369K +2,200 +111%
EA
1318
Elm Advisors
California
$714K -$12.6K -75 -2%
BWM
1319
Buckley Wealth Management
Nevada
$712K +$694K +4,135 New
AF
1320
Advisornet Financial
Minnesota
$709K +$692K +4,119 New
HC
1321
Hourglass Capital
Texas
$707K – – –
OIA
1322
OneDigital Investment Advisors
Kansas
$707K +$349K +2,080 +102%
MF
1323
Magnetar Financial
Illinois
$705K -$1.49M -8,896 -68%
KA
1324
KLCM Advisors
Wisconsin
$705K +$67.2K +400 +11%
ZAM
1325
Zevin Asset Management
Massachusetts
$701K -$75.4K -449 -10%
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