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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1576
Oxbow Advisors
Texas
$978K +$12.3K +50 +1%
EP
1577
Edgestream Partners
New Jersey
$976K -$863K -3,504 -47%
IFWM
1578
Institute for Wealth Management
Colorado
$974K +$47.3K +192 +5%
SSWM
1579
Sheets Smith Wealth Management
North Carolina
$971K -$48.8K -198 -5%
AWG
1580
Altus Wealth Group
Colorado
$971K -$17.7K -72 -2%
LNB
1581
Ledyard National Bank
$969K -$21.2K -86 -2%
FIBT
1582
First International Bank & Trust
North Dakota
$967K +$76.3K +310 +9%
APWA
1583
Atlas Private Wealth Advisors
New Jersey
$963K -$152K -616 -14%
BCM
1584
BTC Capital Management
Iowa
$963K +$32.5K +132 +3%
MMM
1585
Mendel Money Management
Illinois
$962K +$4.43K +18 +0.5%
BA
1586
Bivin & Associates
Oklahoma
$960K -$103K -418 -10%
LFA
1587
Legacy Financial Advisors
Kentucky
$960K +$126K +512 +15%
TWM
1588
Tradition Wealth Management
Minnesota
$959K +$47.5K +193 +5%
PWS
1589
Private Wealth Strategies
Ohio
$957K +$493 +2 +0.1%
T
1590
TOBAM
France
$955K +$63.3K +257 +7%
T
1591
TCWP
Ohio
$954K +$83.5K +339 +10%
LWAM
1592
Legacy Wealth Asset Management
Minnesota
$953K +$8.37K +34 +0.9%
GD
1593
Grandfield & Dodd
New York
$950K +$18.2K +74 +2%
RW
1594
Rede Wealth
Virginia
$948K – – –
GEA
1595
Glen Eagle Advisors
New Jersey
$947K -$35K -142 -4%
MA
1596
MBA Advisors
Pennsylvania
$943K -$3.2K -13 -0.3%
PFP
1597
Paragon Financial Partners
California
$941K +$246 +1 +0%
KC
1598
Kenfarb & Co
Kentucky
$940K – – –
MGWM
1599
Marks Group Wealth Management
Minnesota
$940K +$148K +601 +19%
NCM
1600
Next Capital Management
New York
$939K +$2.22K +9 +0.2%
62 63
64
65 66