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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
1876
Richardson Financial Services
Massachusetts
$907K +$42.8K +147 +5%
AL
1877
Aspiriant LLC
California
$907K +$25.3K +87 +3%
EAM
1878
Evanson Asset Management
California
$907K +$15.4K +53 +2%
LOPW
1879
Live Oak Private Wealth
North Carolina
$907K -$1.16K -4 -0.1%
MCM
1880
Monument Capital Management
Virginia
$905K -$75.9K -261 -8%
AP
1881
Atwood & Palmer
Missouri
$903K +$18.3K +63 +2%
CWM
1882
Cahaba Wealth Management
Georgia
$903K -$11.3K -39 -1%
COCM
1883
Charter Oak Capital Management
New Hampshire
$903K +$34.3K +118 +4%
PAM
1884
Pinpoint Asset Management
Hong Kong
$903K +$931K +3,202 New
MAWA
1885
Moss Adams Wealth Advisors
Washington
$899K +$515K +1,772 +125%
WIC
1886
Wilkins Investment Counsel
Massachusetts
$899K +$491K +1,689 +113%
LSC
1887
Lesa Sroufe & Co
Washington
$899K – – –
PP
1888
Pingora Partners
Wyoming
$898K +$44.2K +152 +5%
PWP
1889
Phillips Wealth Planners
Mississippi
$897K -$156K -537 -14%
CA
1890
Cornerstone Advisory
Maryland
$896K +$93.9K +323 +11%
SCI
1891
Stableford Capital II
Arizona
$895K +$57.3K +197 +7%
UAML
1892
US Asset Management LLC
Pennsylvania
$894K -$12.2K -42 -1%
T
1893
TOBAM
France
$891K – – –
KFA
1894
Kelleher Financial Advisors
New York
$890K +$320K +1,100 +53%
ICM
1895
IMS Capital Management
Oregon
$889K – – –
FFG
1896
Frisch Financial Group
New York
$887K -$160K -551 -15%
APA
1897
Astoria Portfolio Advisors
New York
$886K +$128K +441 +15%
BAM
1898
Bosun Asset Management
Illinois
$886K -$60.5K -208 -6%
MFF
1899
Mango Five Family
Nevada
$882K – – –
SC
1900
Savoie Capital
Illinois
$882K +$910K +3,129 New
74 75
76
77 78