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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1301
Hodges Capital Management
Texas
$1.56M +$374K +1,502 +31%
KWM
1302
Keebeck Wealth Management
Illinois
$1.56M – – –
CPIA
1303
Cornell Pochily Investment Advisors
New York
$1.56M -$21.4K -86 -1%
SLWA
1304
San Luis Wealth Advisors
California
$1.56M +$1.45M +5,805 New
BHIA
1305
Birch Hill Investment Advisors
Massachusetts
$1.55M -$16.9K -68 -1%
IHL
1306
Investment House LLC
California
$1.55M -$7.47K -30 -0.5%
LWMM
1307
Legacy Wealth Management (Mississippi)
Mississippi
$1.55M -$192K -771 -11%
IA
1308
Insight Advisors
Pennsylvania
$1.55M +$412K +1,654 +36%
IR
1309
IAT Reinsurance
New York
$1.55M – – –
BHIC
1310
Bassett Hargrove Investment Counsel
Delaware
$1.54M -$14.4K -58 -0.9%
SC
1311
Schulhoff & Co
Ohio
$1.54M – – –
SSW
1312
Smith Shellnut Wilson
Mississippi
$1.53M -$747 -3 -0%
SFG
1313
SevenBridge Financial Group
Pennsylvania
$1.53M -$49.3K -198 -3%
PAMG
1314
Patton Albertson Miller Group
Tennessee
$1.53M -$13.9K -56 -0.9%
AWP
1315
Ascent Wealth Partners
New York
$1.53M +$47.3K +190 +3%
MFGM
1316
Marshall Financial Group (Maryland)
Maryland
$1.53M +$43.3K +174 +3%
PBC
1317
Pavion Blue Capital
California
$1.53M -$49.8K -200 -3%
LCM
1318
Leisure Capital Management
California
$1.52M +$41.8K +168 +3%
AA
1319
Altman Advisors
Illinois
$1.52M -$1.36M -5,455 -47%
AAMC
1320
Asset Allocation & Management Company
Illinois
$1.52M – – –
IGWM
1321
ICA Group Wealth Management
Colorado
$1.51M +$1.52M +6,090 New
BRWM
1322
B. Riley Wealth Management
Tennessee
$1.51M -$700K -2,812 -32%
MBT
1323
Montecito Bank & Trust
California
$1.5M -$13K -52 -0.8%
RPCONE
1324
Retirement Planning Company of New England
Rhode Island
$1.5M -$21.2K -85 -1%
NDSI
1325
Newman Dignan & Sheerar Inc
Rhode Island
$1.5M -$35.1K -141 -2%
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