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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1851
Concentric Wealth Management
California
$612K – – –
SWM
1852
Silverlake Wealth Management
Vermont
$610K +$3.07K +12 +0.5%
SAF
1853
Smith Anglin Financial
Texas
$609K -$1.02K -4 -0.2%
9WM
1854
9258 Wealth Management
Ohio
$607K -$89.5K -350 -12%
W
1855
Wealthquest
Ohio
$607K -$2.81K -11 -0.4%
GA
1856
GraniteShares Advisors
New York
$602K +$668K +2,613 New
PCS
1857
Personal CFO Solutions
New Jersey
$600K -$1.79K -7 -0.3%
FCFC
1858
First Citizens Financial Corp
Iowa
$598K -$51.1K -200 -7%
TSWM
1859
Tyler-Stone Wealth Management
Ohio
$598K – – –
TPWA
1860
TRUE Private Wealth Advisors
Oregon
$597K +$1.79K +7 +0.3%
PPP
1861
Private Portfolio Partners
New Jersey
$596K -$41.4K -162 -6%
HWP
1862
Highline Wealth Partners
California
$596K +$660K +2,581 New
AIA
1863
AIMZ Investment Advisors
California
$595K -$102K -400 -13%
TC
1864
Tsai Capital
New York
$595K – – –
WP
1865
Waycross Partners
Kentucky
$595K – – –
VST
1866
Van Strum & Towne
California
$594K – – –
BAM
1867
Beaumont Asset Management
Texas
$594K +$118K +463 +22%
WWA
1868
WCG Wealth Advisors
Nevada
$593K -$389K -1,521 -59%
PWM
1869
PBMares Wealth Management
Virginia
$592K +$56.2K +220 +9%
HWA
1870
Heartwood Wealth Advisors
Virginia
$591K -$3.83K -15 -0.6%
JLBC
1871
J.L. Bainbridge & Co
Florida
$591K – – –
AWM
1872
Angeles Wealth Management
California
$591K +$1.53K +6 +0.2%
WW
1873
Waterfront Wealth
Kansas
$591K +$6.39K +25 +1%
TC
1874
Titleist Capital
Texas
$590K -$88.4K -346 -12%
ES
1875
ETF Store
Kansas
$589K +$2.81K +11 +0.4%
73 74
75
76 77