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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1826
Caption Management
Oklahoma
$954K +$864K +3,133 New
EFG
1827
Ethos Financial Group
Pennsylvania
$954K -$48.8K -177 -5%
MIS
1828
Morningstar Investment Services
Illinois
$954K +$278K +1,007 +47%
SC
1829
Savoie Capital
Illinois
$953K – – –
BBNB
1830
Baker Boyer National Bank
Washington
$952K -$4.13K -15 -0.5%
PWM
1831
Partnership Wealth Management
Maryland
$948K +$276 +1 +0%
D
1832
Diversified
Delaware
$948K +$25.1K +91 +3%
DE
1833
Diversified Enterprises
Delaware
$948K +$858K +3,114 New
LF
1834
LifePlan Financial
Minnesota
$944K -$18.5K -67 -2%
WGC
1835
Watts Gwilliam & Co
Arizona
$943K +$861K +3,123 New
FAB
1836
First American Bank
Illinois
$940K -$3.31K -12 -0.4%
AI
1837
Atom Investors
Texas
$938K +$849K +3,081 New
HWP
1838
Highline Wealth Partners
California
$937K -$4.69K -17 -0.5%
CWM
1839
Cahaba Wealth Management
Georgia
$937K -$14.9K -54 -2%
PCMN
1840
Paradigm Capital Management (Nevada)
Nevada
$936K +$848K +3,075 New
AIC
1841
Argus Investors Counsel
New York
$934K -$358K -1,300 -30%
QC
1842
Quent Capital
New York
$934K +$140K +508 +20%
CA
1843
CapWealth Advisors
Tennessee
$931K +$51.8K +188 +7%
WB
1844
West Bancorporation
Iowa
$930K – – –
NAM
1845
NTV Asset Management
West Virginia
$927K -$12.7K -46 -1%
GBT
1846
Grove Bank & Trust
Florida
$926K -$71.1K -258 -8%
PWM
1847
PBMares Wealth Management
Virginia
$926K -$88.8K -322 -10%
BWA
1848
Bordeaux Wealth Advisors
California
$925K +$61.7K +224 +8%
ACM
1849
Advance Capital Management
Michigan
$925K +$827 +3 +0.1%
DC
1850
DeDora Capital
California
$924K – – –
72 73
74
75 76