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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1651
Athena Investment Management
California
$1.23M – – –
CFS
1652
CRA Financial Services
New Jersey
$1.23M -$21.8K -75 -2%
AWM
1653
Accurate Wealth Management
Florida
$1.23M -$2.51M -8,619 -66%
PIA
1654
Pinion Investment Advisors
Kansas
$1.23M +$68.9K +237 +6%
PFA
1655
Pure Financial Advisors
California
$1.22M +$406K +1,397 +48%
APW
1656
Acima Private Wealth
Virginia
$1.22M – – –
LI
1657
Lafayette Investments
Maryland
$1.22M +$315K +1,082 +33%
WI
1658
WrapManager Inc
California
$1.22M +$82K +282 +7%
FWM
1659
Fairhaven Wealth Management
Illinois
$1.22M +$525K +1,806 +72%
KFS
1660
Keynote Financial Services
Connecticut
$1.22M +$1.25M +4,314 New
OIA
1661
Optimum Investment Advisors
Illinois
$1.21M – – –
TAM
1662
Todd Asset Management
Kentucky
$1.21M – – –
TWM
1663
Thrive Wealth Management
Pennsylvania
$1.21M -$46.5K -160 -4%
THWM
1664
Taylor Hoffman Wealth Management
Virginia
$1.21M -$68.6K -236 -5%
SFS
1665
Stiles Financial Services
Minnesota
$1.21M -$11.3K -39 -0.9%
KGC
1666
Kennon-Green & Company
Ohio
$1.21M +$173K +596 +16%
CTFG
1667
Capstone Triton Financial Group
Oklahoma
$1.21M +$59.3K +204 +5%
EFG
1668
Ethos Financial Group
Pennsylvania
$1.2M +$59.3K +204 +5%
DA
1669
Doliver Advisors
Texas
$1.2M -$17.2K -59 -1%
FCAS
1670
First Command Advisory Services
Texas
$1.19M -$37.5K -129 -3%
IWA
1671
IBEX Wealth Advisors
New Jersey
$1.19M +$1.31M +4,507 New
VIG
1672
Vienna Insurance Group
Poland
$1.19M -$82.6K -284 -6%
SIM
1673
Sentry Investment Management
Wisconsin
$1.19M – – –
EBT
1674
Enterprise Bank & Trust
Massachusetts
$1.19M +$7.85K +27 +0.6%
JC
1675
Joho Capital
New York
$1.18M – – –
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