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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1676
WrapManager Inc
California
$1.02M +$61.3K +215 +6%
WP
1677
WealthPLAN Partners
Nebraska
$1.02M +$9.7K +34 +0.9%
CAWM
1678
Capital Advisors Wealth Management
Washington
$1.02M +$41.1K +144 +4%
WSCM
1679
Wellington Shields Capital Management
New York
$1.01M +$54.5K +191 +5%
WG
1680
Winton Group
United Kingdom
$1.01M +$1.1M +3,851 New
MRCM
1681
M&R Capital Management
New Jersey
$1.01M +$1.1M +3,848 New
IA
1682
Insight Advisors
Pennsylvania
$1.01M -$25.1K -88 -2%
PWP
1683
Phillips Wealth Planners
Mississippi
$1.01M +$4.85K +17 +0.4%
KAS
1684
KPP Advisory Services
Kentucky
$1.01M +$1.09M +3,827 New
PG
1685
Patten Group
Tennessee
$1.01M +$9.98K +35 +0.9%
SPWM
1686
Schrum Private Wealth Management
Florida
$1M – – –
DTC
1687
Davidson Trust Company
Washington
$1M +$3.71K +13 +0.3%
ACP
1688
Aviance Capital Partners
Florida
$1M +$7.7K +27 +0.7%
BFC
1689
Blue Fin Capital
Rhode Island
$999K -$3.99K -14 -0.4%
LAS
1690
Lloyd Advisory Services
Georgia
$996K +$1.08M +3,780 New
NG
1691
Norden Group
Utah
$996K +$1.08M +3,780 New
STC
1692
Sarah T. Connolly
$996K -$81.3K -285 -7%
IFWM
1693
Institute for Wealth Management
Colorado
$994K -$14K -49 -1%
LNB
1694
Ledyard National Bank
$994K +$1.71K +6 +0.2%
MA
1695
MBA Advisors
Pennsylvania
$993K +$285 +1 +0%
CSC
1696
Caldwell Sutter Capital
California
$992K -$61K -214 -5%
AI
1697
Accredited Investors
Minnesota
$990K -$9.98K -35 -0.9%
HFA
1698
High Falls Advisors
New York
$988K – – –
JC
1699
Jentner Corp
Ohio
$988K +$62.7K +220 +6%
BHBT
1700
Burke & Herbert Bank & Trust
Virginia
$987K -$85.8K -301 -7%
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