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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1801
Freedom Investment Management
Connecticut
$1.03M +$41.7K +140 +4%
ATC
1802
Advantage Trust Company
Kansas
$1.03M +$4.77K +16 +0.5%
LAIC
1803
Lederer & Associates Investment Counsel
California
$1.03M -$1.02M -3,419 -49%
IF
1804
Intrua Financial
Texas
$1.03M -$211K -707 -17%
AIM
1805
Alhambra Investment Management
Florida
$1.03M -$5.96K -20 -0.6%
TPWM
1806
Twelve Points Wealth Management
Massachusetts
$1.03M +$199K +667 +23%
CFP
1807
Catalyst Financial Partners
Massachusetts
$1.03M +$69.5K +233 +7%
AWM
1808
Angeles Wealth Management
California
$1.03M +$48.9K +164 +5%
JEST
1809
JTC Employer Solutions Trustee
Jersey
$1.03M – – –
IWA
1810
Inspirion Wealth Advisors
Illinois
$1.02M +$52.5K +176 +5%
DE
1811
Diversified Enterprises
Delaware
$1.02M +$121K +406 +13%
RCA
1812
Roberts Capital Advisors
Colorado
$1.02M – – –
TA
1813
Tectonic Advisors
Texas
$1.02M +$5.96K +20 +0.6%
DBIA
1814
Dumont & Blake Investment Advisors
New Jersey
$1.02M +$620K +2,080 +146%
PPWP
1815
Proquility Private Wealth Partners
Nevada
$1.02M +$9.84K +33 +1%
TA
1816
Townsend & Associates
Colorado
$1.01M -$14.6K -49 -1%
NFA
1817
Northern Financial Advisors
Michigan
$1.01M -$162K -544 -14%
ESBC
1818
E.S. Barr & Co
Kentucky
$1.01M -$4.77K -16 -0.5%
EFG
1819
Elios Financial Group
Ohio
$1.01M +$5.07K +17 +0.5%
FFG
1820
Frisch Financial Group
New York
$1.01M +$11.9K +40 +1%
UW
1821
Unique Wealth
Florida
$1.01M +$33.4K +112 +3%
PMSA
1822
Patrick M. Sweeney & Associates
Illinois
$1.01M – – –
FNWA
1823
Financial Network Wealth Advisors
Utah
$1M -$142K -477 -12%
CAWM
1824
Capital Advisors Wealth Management
Washington
$1M -$29.5K -99 -3%
TWM
1825
Thrive Wealth Management
Pennsylvania
$1M +$11.9K +40 +1%
71 72
73
74 75