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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
1301
Next Financial Group
Texas
$997K +$507K +2,560 +114%
SFI
1302
SPC Financial Inc
Maryland
$993K +$38.6K +195 +4%
PP
1303
PagnatoKarp Partners
Virginia
$992K -$242K -1,224 -20%
BHIA
1304
Birch Hill Investment Advisors
Massachusetts
$989K – – –
MSAM
1305
Moloney Securities Asset Management
Missouri
$988K -$527K -2,659 -36%
GA
1306
Greytown Advisors
Florida
$988K -$204K -1,029 -18%
BAM
1307
Blueshift Asset Management
New Jersey
$987K +$941K +4,752 New
FAG
1308
Financial Advisory Group
Texas
$986K +$79.2K +400 +9%
WC
1309
Whitney & Co
New York
$983K -$2.18K -11 -0.2%
SSWM
1310
Sheets Smith Wealth Management
North Carolina
$977K -$25.9K -131 -3%
LPT
1311
Legacy Private Trust
Wisconsin
$971K +$10.3K +52 +1%
BRWM
1312
B. Riley Wealth Management
Tennessee
$963K +$792 +4 +0.1%
BDF
1313
Balasa Dinverno & Foltz
$956K +$396 +2 +0%
BWP
1314
Bernardo Wealth Planning
Pennsylvania
$953K +$26.1K +132 +3%
OIWM
1315
OptiFour Integrated Wealth Management
Virginia
$951K +$907K +4,580 New
GWCM
1316
Godshalk Welsh Capital Management
Pennsylvania
$950K +$14.9K +75 +2%
WP
1317
WealthPLAN Partners
Nebraska
$949K -$231K -1,164 -21%
FDCC
1318
Foster Dykema Cabot & Co
Massachusetts
$949K -$1.58K -8 -0.2%
EDRIA
1319
Edmonds Duncan Registered Investment Advisors
Kansas
$948K – – –
HKAM
1320
Horizon Kinetics Asset Management
New York
$947K – – –
HIC
1321
Hartline Investment Corp
Illinois
$947K +$6.93K +35 +0.8%
BJL
1322
Brighton Jones LLC
Washington
$943K -$29.7K -150 -3%
CAM
1323
Congress Asset Management
Massachusetts
$943K -$13.9K -70 -2%
EWA
1324
Exencial Wealth Advisors
Oklahoma
$943K – – –
SMM
1325
Stadion Money Management
Georgia
$940K -$162K -817 -15%
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