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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
1526
Evolve Private Wealth
California
$1.68M +$322K +1,010 +23%
SWM
1527
SHP Wealth Management
Massachusetts
$1.68M +$6.69K +21 +0.4%
HZ
1528
Hixon Zuercher
Ohio
$1.67M +$7.01K +22 +0.4%
CASB
1529
Cape Ann Savings Bank
Massachusetts
$1.67M -$5.42K -17 -0.3%
GAG
1530
GM Advisory Group
New York
$1.67M +$149K +469 +10%
MA
1531
MONECO Advisors
Connecticut
$1.67M +$3.19K +10 +0.2%
LWMM
1532
Legacy Wealth Management (Mississippi)
Mississippi
$1.66M +$319 +1 +0%
CFMC
1533
Curbstone Financial Management Corp
New Hampshire
$1.66M +$28.7K +90 +2%
PWS
1534
Peloton Wealth Strategists
Indiana
$1.66M – – –
PPWP
1535
Premier Path Wealth Partners
New Jersey
$1.66M +$157K +493 +10%
HCM
1536
Howard Capital Management
Georgia
$1.66M -$149K -468 -8%
SFM
1537
Signet Financial Management
New Jersey
$1.65M +$25.8K +81 +2%
SIC
1538
Sterling Investment Counsel
New York
$1.65M +$11.8K +37 +0.7%
FHWM
1539
Fox Hill Wealth Management
Massachusetts
$1.65M +$3.82K +12 +0.2%
HAI
1540
Hennessy Advisors Inc
California
$1.65M -$5.96M -18,700 -78%
CFFP
1541
Center for Financial Planning
Michigan
$1.65M -$24.5K -77 -1%
FIA
1542
FNY Investment Advisers
New York
$1.65M +$1.41M +4,422 +504%
PAMG
1543
Patton Albertson Miller Group
Tennessee
$1.65M – – –
EA
1544
Ellsworth Advisors
Ohio
$1.64M +$155K +485 +10%
TAM
1545
Townsend Asset Management
North Carolina
$1.64M +$69.5K +218 +4%
PB
1546
Pinnacle Bancorp
Nebraska
$1.63M – – –
OFA
1547
Orographic Financial Advisors
Colorado
$1.63M +$1.67M +5,248 New
LHC
1548
Little House Capital
Massachusetts
$1.63M -$7.96K -25 -0.5%
WPC
1549
White Pine Capital
Minnesota
$1.62M +$21.7K +68 +1%
PDL
1550
Portfolio Design Labs
California
$1.62M -$198K -622 -11%
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