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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
1851
Wilkins Investment Counsel
Massachusetts
$813K – – –
LSC
1852
Lesa Sroufe & Co
Washington
$812K – – –
PP
1853
Pingora Partners
Wyoming
$811K – – –
JSW
1854
Journey Strategic Wealth
New Jersey
$811K +$261K +984 +45%
DTC
1855
Davidson Trust Company
Washington
$809K -$200K -752 -19%
OP
1856
ORG Partners
Indiana
$809K +$696K +2,623 +434%
EAM
1857
Evanson Asset Management
California
$808K -$12.2K -46 -1%
LF
1858
LifePlan Financial
Minnesota
$807K +$320K +1,205 +61%
CRWM
1859
Castle Rock Wealth Management
California
$807K +$4.25K +16 +0.5%
RDWM
1860
Red Door Wealth Management
Tennessee
$805K -$35.3K -133 -4%
RFS
1861
Richardson Financial Services
Massachusetts
$801K -$19.9K -75 -2%
BBNB
1862
Baker Boyer National Bank
Washington
$800K -$137K -516 -14%
CAM
1863
Cidel Asset Management
Ontario, Canada
$799K +$33.2K +125 +4%
AWG
1864
Altus Wealth Group
Colorado
$798K -$53.3K -201 -6%
CWM
1865
Cahaba Wealth Management
Georgia
$798K -$19.4K -73 -2%
SC
1866
Savoie Capital
Illinois
$797K – – –
LAM
1867
LECAP Asset Management
United Kingdom
$797K +$10.1K +38 +1%
CWM
1868
Circle Wealth Management
New Jersey
$797K -$95.8K -361 -10%
FA
1869
Fiducient Advisors
Illinois
$795K +$211K +795 +34%
PWM
1870
Partnership Wealth Management
Maryland
$794K – – –
WP
1871
Westmount Partners
California
$794K +$30.2K +114 +4%
FAB
1872
First American Bank
Illinois
$790K -$42.4K -160 -5%
HWP
1873
Highline Wealth Partners
California
$789K +$6.9K +26 +0.8%
NAM
1874
NTV Asset Management
West Virginia
$787K +$115K +435 +16%
UAML
1875
US Asset Management LLC
Pennsylvania
$784K -$24.9K -94 -3%
73 74
75
76 77