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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1826
Everhart Financial Group
Ohio
$740K -$34.6K -131 -4%
ZB
1827
Zions Bancorporation
Utah
$739K -$195K -741 -21%
HFS
1828
Heritage Financial Services
Massachusetts
$739K +$21.4K +81 +3%
ISWM
1829
Independent Solutions Wealth Management
New York
$737K -$35.9K -136 -5%
FCFC
1830
First Citizens Financial Corp
Iowa
$736K +$52.8K +200 +8%
SG
1831
Stonnington Group
California
$735K -$40.9K -155 -5%
LAM
1832
LifePro Asset Management
California
$735K -$274K -1,038 -27%
PEA
1833
Park Edge Advisors
Ohio
$733K +$734K +2,783 New
SWM
1834
Silverlake Wealth Management
Vermont
$733K +$36.9K +140 +5%
SAM
1835
S.A. Mason
Michigan
$733K +$264 +1 +0%
HFAS
1836
Hummer Financial Advisory Services
Illinois
$733K -$26.4K -100 -3%
ZF
1837
Zhang Financial
Michigan
$731K +$15K +57 +2%
SWA
1838
Strata Wealth Advisors
Texas
$729K +$730K +2,766 New
PFBT
1839
Parkside Financial Bank & Trust
Missouri
$727K -$1.05K -4 -0.1%
KFA
1840
Kelleher Financial Advisors
New York
$727K – – –
SIC
1841
Samalin Investment Counsel
New York
$725K -$3.17K -12 -0.4%
FPWM
1842
FSB Premier Wealth Management
Iowa
$723K -$40.4K -153 -5%
VCM
1843
Vivaldi Capital Management
Illinois
$721K +$16.4K +62 +2%
SWM
1844
Stockman Wealth Management
Montana
$720K -$3.96K -15 -0.5%
V
1845
ViaWealth
Kansas
$717K +$708K +2,683 New
MCCA
1846
Mill Creek Capital Advisors
Pennsylvania
$716K +$716K +2,715 New
EA
1847
Eudaimonia Advisors
Tennessee
$715K +$3.43K +13 +0.5%
FSWA
1848
Financial Synergies Wealth Advisors
Texas
$714K +$42.5K +161 +6%
GPI
1849
General Partner Inc
Pennsylvania
$714K +$715K +2,709 New
PCS
1850
Personal CFO Solutions
New Jersey
$713K +$27.2K +103 +4%
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