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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
1801
Regent Investment Management
Kentucky
$321K -$49.3K -250 -11%
BHB
1802
Bank Hapoalim BM
Israel
$321K -$34.7K -176 -8%
LD
1803
Lipe & Dalton
New York
$321K – – –
IGGA
1804
Iron Gate Global Advisors
Utah
$321K +$68.8K +349 +22%
PCP
1805
Proficio Capital Partners
Massachusetts
$321K +$183K +928 +78%
VCM
1806
Versant Capital Management
Arizona
$320K +$74.7K +379 +24%
GSC
1807
G&S Capital
Colorado
$318K -$332K -1,687 -47%
PWM
1808
PBMares Wealth Management
Virginia
$317K +$197 +1 +0.1%
SWA
1809
SFMG Wealth Advisors
Texas
$316K +$91K +462 +32%
RTC
1810
Riverview Trust Company
Washington
$315K -$152K -769 -29%
DE
1811
Day & Ennis
Georgia
$315K -$28.2K -143 -7%
PG
1812
Patten Group
Tennessee
$314K +$197 +1 +0.1%
FA
1813
Financial Advisors
Massachusetts
$314K +$14.8K +75 +4%
PWMG
1814
Prestige Wealth Management Group
New Jersey
$312K -$19.5K -99 -5%
HIS
1815
Horizon Investment Services
Indiana
$312K – – –
PAM
1816
Private Asset Management
California
$312K – – –
MAM
1817
Marotta Asset Management
Virginia
$310K – – –
WA
1818
WealthTrust Axiom
Pennsylvania
$310K – – –
CWM
1819
Cranbrook Wealth Management
Michigan
$309K -$4.93K -25 -1%
VCM
1820
Vivaldi Capital Management
Illinois
$309K +$28.6K +145 +8%
QPWM
1821
Quadrant Private Wealth Management
Pennsylvania
$309K +$368K +1,867 New
RCA
1822
Ranch Capital Advisors
Florida
$308K -$1.77K -9 -0.5%
SFS
1823
Strategic Financial Services
New York
$308K +$8.28K +42 +2%
MWM
1824
Maltin Wealth Management
New Jersey
$307K +$1.77K +9 +0.5%
HWM
1825
Howard Wealth Management
Connecticut
$306K +$39.4K +200 +12%
71 72
73
74 75