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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1826
Confluence Wealth Management
Oregon
$306K +$134K +679 +58%
GWM
1827
Gray Wealth Management
Maine
$304K +$362K +1,835 New
BIM
1828
Baldwin Investment Management
Pennsylvania
$303K – – –
EIG
1829
Ellenbecker Investment Group
Wisconsin
$303K +$985 +5 +0.3%
BFG
1830
Barber Financial Group
Kansas
$301K +$84.3K +428 +31%
MOS
1831
MGO One Seven
Ohio
$300K +$5.52K +28 +2%
CRIG
1832
Charter Research & Investment Group
Connecticut
$298K -$9.06K -46 -2%
SLT
1833
St Louis Trust
Missouri
$298K – – –
CAC
1834
Certified Advisory Corp
Florida
$298K +$394 +2 +0.1%
QT
1835
Quantamental Technologies
New York
$298K +$355K +1,800 New
PWA
1836
Physician Wealth Advisors
Utah
$297K +$98.5K +500 +46%
DA
1837
Doliver Advisors
Texas
$295K -$88.3K -448 -22%
RPG
1838
Resource Planning Group
Georgia
$295K +$3.35K +17 +1%
STB
1839
S&T Bank
Pennsylvania
$295K +$351K +1,782 New
SW
1840
StrongBox Wealth
Missouri
$295K +$352K +1,786 New
CCA
1841
Clearwater Capital Advisors
Illinois
$293K -$19.9K -101 -5%
NCM
1842
Nelson Capital Management
California
$292K +$5.71K +29 +2%
MW
1843
Marcum Wealth
Ohio
$292K +$94.4K +479 +37%
RFA
1844
Reilly Financial Advisors
California
$290K +$1.58K +8 +0.5%
SAM
1845
Shikiar Asset Management
New York
$289K – – –
CC
1846
Cipher Capital
New York
$287K -$435K -2,209 -56%
CMA
1847
Cedar Mountain Advisors
Oregon
$287K – – –
CIA
1848
Compass Ion Advisors
Pennsylvania
$286K -$39.4K -200 -10%
JIM
1849
Jupiter Investment Management
United Kingdom
$285K -$271K -1,375 -44%
AAM
1850
Aureus Asset Management
Massachusetts
$285K +$57.7K +293 +20%
72 73
74
75 76