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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1476
Meridian Wealth Advisors
Texas
$956K -$10.4K -48 -1%
MSFS
1477
Main Street Financial Solutions
Pennsylvania
$956K +$969K +4,457 New
FA
1478
Fiducient Advisors
Illinois
$953K +$965K +4,440 New
CAG
1479
Csenge Advisory Group
Florida
$951K -$18.5K -85 -2%
LPT
1480
Legacy Private Trust
Wisconsin
$950K – – –
TMAM
1481
Tokio Marine Asset Management
Japan
$949K +$37.6K +173 +4%
TNA
1482
True North Advisors
Texas
$948K -$23.3K -107 -2%
STC
1483
Sarah T. Connolly
$946K +$959K +4,410 New
SMC
1484
S. Muoio & Co
New York
$944K -$130K -600 -12%
OA
1485
Oxbow Advisors
Texas
$939K +$122K +560 +15%
EM
1486
ELCO Management
New York
$934K -$375K -1,725 -28%
SSWM
1487
Sheets Smith Wealth Management
North Carolina
$933K -$33.5K -154 -3%
CWM
1488
Centric Wealth Management
Illinois
$933K +$181K +832 +24%
CWS
1489
Cypress Wealth Services
California
$933K +$946K +4,349 New
ERIM
1490
Eagle Ridge Investment Management
Connecticut
$932K -$4.78K -22 -0.5%
AIM
1491
Allen Investment Management
New York
$931K -$96.1K -442 -9%
IFWM
1492
Institute for Wealth Management
Colorado
$931K +$73.3K +337 +8%
APW
1493
Acima Private Wealth
Virginia
$929K – – –
FFA
1494
Founders Financial Alliance
North Carolina
$924K +$42.6K +196 +5%
NF
1495
Nikulski Financial
Iowa
$924K +$71.3K +328 +8%
CL
1496
CIM LLC
New York
$924K +$109K +499 +13%
LMAM
1497
Legg Mason Asset Management
Japan
$924K +$937K +4,307 New
FLI
1498
Family Legacy Inc
South Carolina
$922K +$18K +83 +2%
MPM
1499
Meritage Portfolio Management
Kansas
$921K +$74.6K +343 +9%
RWM
1500
Ritholtz Wealth Management
New York
$921K +$114K +525 +14%
58 59
60
61 62