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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1876
Trust Company
Kansas
$688K -$308K -1,167 -31%
CIM
1877
Contravisory Investment Management
Massachusetts
$686K +$130K +492 +23%
TPWA
1878
TRUE Private Wealth Advisors
Oregon
$684K +$791 +3 +0.1%
BWP
1879
Balboa Wealth Partners
Arizona
$684K +$101K +384 +17%
WQ
1880
Wealth Quarterback
New Jersey
$683K -$627K -2,375 -48%
TSWM
1881
Tyler-Stone Wealth Management
Ohio
$683K +$264 +1 +0%
HWP
1882
Highline Wealth Partners
California
$680K – – –
TC
1883
Tsai Capital
New York
$680K – – –
LPAM
1884
Lodestar Private Asset Management
California
$679K +$680K +2,578 New
JLBC
1885
J.L. Bainbridge & Co
Florida
$677K +$2.37K +9 +0.4%
EBT
1886
Enterprise Bank & Trust
Massachusetts
$677K +$214K +810 +46%
PWM
1887
PBMares Wealth Management
Virginia
$677K – – –
HWMG
1888
Hurlow Wealth Management Group
Indiana
$675K +$38.8K +147 +6%
FCB
1889
First Command Bank
Texas
$675K +$2.9K +11 +0.4%
FCFS
1890
First Command Financial Services
Texas
$675K +$2.9K +11 +0.4%
ES
1891
ETF Store
Kansas
$673K +$3.17K +12 +0.5%
ORC
1892
O'Rourke & Company
Massachusetts
$673K +$29.8K +113 +5%
WWG
1893
West Wealth Group
California
$673K +$1.05K +4 +0.2%
CBFP
1894
Cedar Brook Financial Partners
Ohio
$672K +$12.7K +48 +2%
CCA
1895
Childress Capital Advisors
Texas
$669K -$24.5K -93 -4%
1WA
1896
180 Wealth Advisors
Washington
$669K +$110K +418 +21%
CWM
1897
Castle Wealth Management
Florida
$668K +$264 +1 +0%
MHR
1898
Matthew Hamilton Rosenberg
$667K +$264 +1 +0%
SBL
1899
Sargent Bickham Lagudis
Colorado
$667K -$791 -3 -0.1%
ACM
1900
Allred Capital Management
Texas
$667K +$3.17K +12 +0.5%
74 75
76
77 78