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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1801
Stockman Wealth Management
Montana
$765K +$757 +3 +0.1%
JFA
1802
Johanson Financial Advisors
California
$765K +$3.28K +13 +0.5%
AWA
1803
Aaron Wealth Advisors
Illinois
$765K +$11.9K +47 +2%
OFS
1804
Orrstown Financial Services
Pennsylvania
$764K -$16.2K -64 -2%
FCFC
1805
First Citizens Financial Corp
Iowa
$762K -$6.82K -27 -0.9%
CC
1806
Constitution Capital
Connecticut
$759K +$18.9K +75 +3%
GC
1807
Garde Capital
Washington
$759K +$28K +111 +4%
SAM
1808
S.A. Mason
Michigan
$758K -$2.27K -9 -0.3%
MIM
1809
Miller Investment Management
Pennsylvania
$758K – – –
KCM
1810
Karp Capital Management
California
$757K -$50.5K -200 -7%
CBA
1811
Coastal Bridge Advisors
Connecticut
$757K +$31.6K +125 +5%
VAM
1812
Verity Asset Management
North Carolina
$754K +$505 +2 +0.1%
IAM
1813
Infusive Asset Management
New York
$753K -$13.8M -54,658 -95%
GFS
1814
GYL Financial Synergies
Connecticut
$753K +$8.33K +33 +1%
CNBTD
1815
Citizens National Bank Trust Department
Mississippi
$751K -$1.97M -7,796 -74%
PWA
1816
Providence Wealth Advisors
Illinois
$751K -$41.4K -164 -5%
GC
1817
Grace Capital
Massachusetts
$751K +$101K +400 +17%
PMFA
1818
Plante Moran Financial Advisors
Michigan
$748K -$150K -596 -18%
ACA
1819
Aptus Capital Advisors
Alabama
$747K +$3.28K +13 +0.5%
WPC
1820
Waters Parkerson & Co
Louisiana
$743K +$11.1K +44 +2%
HFAS
1821
Hummer Financial Advisory Services
Illinois
$737K -$75.7K -300 -10%
CWM
1822
Concentric Wealth Management
California
$737K – – –
HWM
1823
Horizon Wealth Management
Illinois
$737K +$694K +2,748 New
SIM
1824
Sadoff Investment Management
Wisconsin
$736K +$12.6K +50 +2%
STAS
1825
Strong Tower Advisory Services
Minnesota
$736K +$27K +107 +4%
71 72
73
74 75