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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
HIF
1876
Hill Island Financial
Michigan
$808K -$291 -1 -0%
BAM
1877
BOS Asset Management
Illinois
$802K – – –
9WM
1878
9258 Wealth Management
Ohio
$802K -$35.4K -122 -4%
FPWM
1879
FSB Premier Wealth Management
Iowa
$801K -$2.9K -10 -0.4%
V
1880
ViaWealth
Kansas
$801K – – –
CA
1881
Cornerstone Advisory
Maryland
$800K -$287K -987 -27%
TF
1882
TLWM Financial
Texas
$799K +$13.9K +48 +2%
CSPAM
1883
Cary Street Partners Asset Management
Virginia
$797K +$11.9K +41 +2%
GIA
1884
GHP Investment Advisors
Colorado
$797K -$16.9K -58 -2%
EA
1885
Eudaimonia Advisors
Tennessee
$797K +$17.4K +60 +2%
CANY
1886
Caxton Associates (New York)
New York
$797K +$329K +1,131 +73%
SAF
1887
Smith Anglin Financial
Texas
$796K +$2.62K +9 +0.3%
TSWM
1888
Tyler-Stone Wealth Management
Ohio
$794K +$773K +2,662 New
JSL
1889
JT Stratford LLC
Georgia
$793K -$52K -179 -6%
WEPOG
1890
Wealth Enhancement & Preservation of GA
Georgia
$790K +$49.7K +171 +7%
FWM
1891
Fairhaven Wealth Management
Illinois
$789K +$768K +2,645 New
PCG
1892
Prosperity Consulting Group
Maryland
$784K -$51.1K -176 -6%
GA
1893
GoalVest Advisory
New York
$784K -$1M -3,443 -57%
OFG
1894
OmniStar Financial Group
North Carolina
$784K -$76.1K -262 -9%
CBFP
1895
Cedar Brook Financial Partners
Ohio
$784K -$34.3K -118 -4%
MWPCG
1896
Measured Wealth Private Client Group
New Hampshire
$782K +$10.5K +36 +1%
SAM
1897
S.A. Mason
Michigan
$778K – – –
HC
1898
Hamilton Capital
Ohio
$778K +$37.5K +129 +5%
TPWA
1899
TRUE Private Wealth Advisors
Oregon
$776K +$872 +3 +0.1%
SMH
1900
Sanders Morris Harris
Texas
$776K +$29.1K +100 +4%
74 75
76
77 78