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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1401
Montgomery Investment Management
Maryland
$1.58M – – –
GAG
1402
Goodman Advisory Group
Massachusetts
$1.57M +$1.64M +6,180 New
AWM
1403
Aries Wealth Management
Maine
$1.57M +$7.69K +29 +0.5%
BAM
1404
Boyar Asset Management
New York
$1.57M -$5.84K -22 -0.4%
OPW
1405
Oxler Private Wealth
New York
$1.57M +$10.6K +40 +0.7%
OCM
1406
One Capital Management
California
$1.57M +$541K +2,041 +50%
NA
1407
Navellier & Associates
Nevada
$1.57M -$26.5K -100 -2%
WEG
1408
World Equity Group
Illinois
$1.57M -$1.61M -6,078 -50%
IIA
1409
Integral Investment Advisors
California
$1.57M +$306K +1,154 +23%
FHA
1410
Flagship Harbor Advisors
Massachusetts
$1.57M -$124K -467 -7%
EFA
1411
Evernest Financial Advisors
Indiana
$1.56M -$53.1K -200 -3%
AI
1412
Arvest Investments
Arkansas
$1.56M -$40.9K -154 -2%
LI
1413
Lafayette Investments
Maryland
$1.55M +$468K +1,764 +41%
HSWM
1414
Hubbell Strickland Wealth Management
Louisiana
$1.55M -$3.98K -15 -0.2%
SAA
1415
Southeast Asset Advisors
Georgia
$1.54M +$2.39K +9 +0.1%
PCG
1416
PFC Capital Group
California
$1.54M – – –
RCM
1417
RMR Capital Management
California
$1.54M – – –
TA
1418
TFG Advisers
Michigan
$1.53M -$31.8K -120 -2%
WCM
1419
Windsor Capital Management
Arizona
$1.53M +$4.51K +17 +0.3%
PGA
1420
Portland Global Advisors
Maine
$1.53M -$33.2K -125 -2%
SC
1421
Schulhoff & Co
Ohio
$1.53M – – –
PB
1422
Pinnacle Bancorp
Nebraska
$1.52M +$208K +783 +15%
CPWA
1423
Cerro Pacific Wealth Advisors
California
$1.52M +$1.58M +5,954 New
NWM
1424
NRI Wealth Management
California
$1.52M +$76.7K +289 +5%
CCM
1425
Chiron Capital Management
Florida
$1.52M +$1.39M +5,232 +726%
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