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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1326
Empirical Asset Management
Massachusetts
$2.15M -$9.25M -30,935 -82%
ATWA
1327
Arbor Trust Wealth Advisors
Michigan
$2.14M -$25.4K -85 -1%
CFO
1328
Callan Family Office
Pennsylvania
$2.14M -$973K -3,253 -32%
CB
1329
CNB Bank
Pennsylvania
$2.14M -$106K -353 -5%
BWM
1330
BigSur Wealth Management
Florida
$2.13M +$2.09K +7 +0.1%
TA
1331
TruWealth Advisors
Louisiana
$2.13M +$91.8K +307 +5%
3IP
1332
3Chopt Investment Partners
Virginia
$2.13M +$2.04M +6,811 New
BFC
1333
Bedel Financial Consulting
Indiana
$2.12M +$305K +1,020 +18%
FWM
1334
Forefront Wealth Management
Pennsylvania
$2.12M +$2.99K +10 +0.1%
JFG
1335
Jefferies Financial Group
New York
$2.12M -$66.8M -223,458 -97%
IAMOG
1336
Investors Asset Management of Georgia
Georgia
$2.12M -$76.6K -256 -4%
MME
1337
Meag Munich Ergo
Germany
$2.12M +$29.9K +100 +1%
VBCG
1338
Valley Brook Capital Group
Pennsylvania
$2.11M +$20.9K +70 +1%
CLA
1339
Carnegie Lake Advisors
New Jersey
$2.11M – – –
SW
1340
SkyOak Wealth
Michigan
$2.1M +$16.8K +56 +0.8%
ATI
1341
Act Two Investors
California
$2.1M – – –
V
1342
VeraBank
Texas
$2.1M -$52.3K -175 -3%
AIM
1343
AHL Investment Management
Florida
$2.1M -$5.08K -17 -0.3%
AWP
1344
Accretive Wealth Partners
New Jersey
$2.09M +$184K +615 +10%
SW
1345
Simplicity Wealth
New Jersey
$2.09M +$1.4M +4,677 +232%
RCM
1346
RB Capital Management
Nevada
$2.09M +$19.7K +66 +1%
BKA
1347
Brick & Kyle Associates
Pennsylvania
$2.08M +$598 +2 +0%
OCBCO
1348
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.08M -$818K -2,736 -29%
PWAM
1349
Pinnacle West Asset Management
Wyoming
$2.08M +$4.49K +15 +0.2%
LFS
1350
Littlejohn Financial Services
Oregon
$2.08M +$42.2K +141 +2%
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