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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1826
Concentric Wealth Management
California
$680K +$249 +1 +0%
NFG
1827
Nations Financial Group
Iowa
$680K +$126K +505 +22%
CRWM
1828
Castle Rock Wealth Management
California
$677K +$28.1K +113 +4%
WAG
1829
Winthrop Advisory Group
Massachusetts
$676K +$3.99K +16 +0.6%
GTCM
1830
Gyon Technologies Capital Management
New Jersey
$675K -$406K -1,628 -37%
BSA
1831
Braun Stacey Associates
New York
$674K +$49.8K +200 +8%
HWA
1832
Heartwood Wealth Advisors
Virginia
$674K +$302K +1,212 +80%
AFM
1833
Andesa Financial Management
Pennsylvania
$670K -$137K -548 -17%
CHJWM
1834
Carlton Hofferkamp & Jenks Wealth Management
Texas
$670K – – –
ZF
1835
Zhang Financial
Michigan
$669K +$126K +507 +23%
HWM
1836
Horizon Wealth Management
Illinois
$667K -$13K -52 -2%
GTAM
1837
Global Trust Asset Management
Florida
$667K – – –
CSPAM
1838
Cary Street Partners Asset Management
Virginia
$666K – – –
PFBT
1839
Parkside Financial Bank & Trust
Missouri
$663K +$41.6K +167 +7%
CWA
1840
Clearview Wealth Advisors
Oregon
$663K +$42.8K +172 +7%
IA
1841
IAM Advisory
Pennsylvania
$662K +$3.99K +16 +0.6%
AAS
1842
Annex Advisory Services
Wisconsin
$661K +$26.2K +105 +4%
MCM
1843
Monument Capital Management
Virginia
$661K +$38.4K +154 +6%
MAG
1844
MRA Advisory Group
New Jersey
$658K +$14.9K +60 +2%
HWAM
1845
Hennion & Walsh Asset Management
New Jersey
$658K +$663K +2,662 New
GIA
1846
GHP Investment Advisors
Colorado
$657K +$26.4K +106 +4%
GFS
1847
GYL Financial Synergies
Connecticut
$656K -$38.9K -156 -6%
TPWA
1848
TRUE Private Wealth Advisors
Oregon
$656K -$1.99K -8 -0.3%
SAF
1849
Smith Anglin Financial
Texas
$651K +$1.74K +7 +0.3%
MSFP
1850
Mark Sheptoff Financial Planning
Connecticut
$650K -$62.8K -252 -9%
72 73
74
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