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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
1801
Walter & Keenan Wealth Management
Indiana
$985K -$53.6K -187 -5%
AA
1802
Armis Advisers
Georgia
$985K +$79.1K +276 +9%
PA
1803
Probity Advisors
Texas
$984K -$81.4K -284 -7%
HHCP
1804
Hilton Head Capital Partners
South Carolina
$983K +$27K +94 +3%
ACS
1805
Archford Capital Strategies
Illinois
$981K +$18.4K +64 +2%
WQ
1806
Wealth Quarterback
New Jersey
$978K +$35.6K +124 +4%
AR
1807
Advisory Research
Illinois
$975K -$860 -3 -0.1%
BO
1808
Bank OZK
Arkansas
$975K -$76.3K -266 -7%
LSIA
1809
LaSalle St. Investment Advisors
Illinois
$965K -$38.1K -133 -4%
RW
1810
Rede Wealth
Virginia
$962K +$287 +1 +0%
NDBT
1811
North Dallas Bank & Trust
Texas
$962K – – –
CHAM
1812
Clear Harbor Asset Management
Connecticut
$962K +$377K +1,316 +59%
SMBT
1813
Southern Michigan Bank & Trust
Michigan
$961K -$38.7K -135 -4%
ECM
1814
Elgethun Capital Management
South Dakota
$960K +$18.4K +64 +2%
HCM
1815
HMS Capital Management
Tennessee
$958K -$11.5K -40 -1%
JEST
1816
JTC Employer Solutions Trustee
Jersey
$957K – – –
TI
1817
tru Independence
Oregon
$956K +$13.2K +46 +1%
TCWM
1818
Total Clarity Wealth Management
Illinois
$954K +$299K +1,041 +42%
NFA
1819
Northern Financial Advisors
Michigan
$953K -$126K -440 -11%
FNWA
1820
Financial Network Wealth Advisors
Utah
$952K -$32.4K -113 -3%
SWM
1821
Silverlake Wealth Management
Vermont
$951K +$50.8K +177 +5%
CCM
1822
Cox Capital Management
Massachusetts
$950K +$3.44K +12 +0.3%
PMSA
1823
Patrick M. Sweeney & Associates
Illinois
$950K +$21.5K +75 +2%
GBT
1824
Grove Bank & Trust
Florida
$950K +$91.8K +320 +10%
SA
1825
Sovran Advisors
California
$948K +$58.2K +203 +6%
71 72
73
74 75