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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1851
Stratos Wealth Advisors
Ohio
$353K -$864K -4,356 -71%
MOS
1852
MGO One Seven
Ohio
$353K -$445K -2,242 -56%
CEP
1853
Chicago Equity Partners
Illinois
$353K -$240K -1,210 -40%
VIM
1854
Veritas Investment Management
United Kingdom
$352K – – –
WCF
1855
West Coast Financial
California
$351K -$2.58K -13 -0.7%
RPG
1856
Resource Planning Group
Georgia
$350K +$1.98K +10 +0.6%
BFA
1857
Beacon Financial Advisory
Ohio
$350K +$352K +1,776 New
PAG
1858
Pinnacle Advisory Group
Maryland
$349K -$18.4K -93 -5%
RFN
1859
RDA Financial Network
Iowa
$349K – – –
SAM
1860
Shikiar Asset Management
New York
$346K – – –
TCM
1861
Teza Capital Management
Illinois
$346K +$347K +1,749 New
RFA
1862
Reilly Financial Advisors
California
$345K +$39.7K +200 +13%
RSWM
1863
Robertson Stephens Wealth Management
California
$345K +$69.2K +349 +25%
WQ
1864
Wealth Quarterback
New Jersey
$344K +$1.01M +5,114 New
W
1865
Wealthquest
Ohio
$343K -$58.9K -297 -15%
NCM
1866
Nelson Capital Management
California
$343K -$19.8K -100 -5%
AC
1867
Arjuna Capital
North Carolina
$343K +$105K +527 +44%
CMA
1868
Cedar Mountain Advisors
Oregon
$343K +$344K +1,736 New
NF
1869
Nikulski Financial
Iowa
$342K – – –
PFA
1870
Pure Financial Advisors
California
$342K +$41.3K +208 +14%
XM
1871
XTX Markets
New York
$342K +$343K +1,729 New
VCM
1872
Vivaldi Capital Management
Illinois
$341K -$84.7K -427 -20%
AIP
1873
Almanack Investment Partners
Pennsylvania
$339K +$1.59K +8 +0.5%
BIC
1874
Beach Investment Counsel
Pennsylvania
$338K – – –
BFPW
1875
BOK Financial Private Wealth
Colorado
$337K +$21.2K +107 +7%
73 74
75
76 77