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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
FHWM
1876
Fox Hill Wealth Management
Massachusetts
$899K +$1.1K +4 +0.1%
ICM
1877
IMS Capital Management
Oregon
$899K -$35.8K -130 -4%
BMC
1878
Benin Management Corp
Connecticut
$896K +$25.9K +94 +3%
OC
1879
Oarsman Capital
Wisconsin
$896K +$5.51K +20 +0.7%
ONST
1880
Old North State Trust
North Carolina
$896K +$32.5K +118 +4%
HCMG
1881
Howard Capital Management Group
California
$891K -$92.9K -337 -10%
DWMS
1882
Dominguez Wealth Management Solutions
Virginia
$890K +$1.65K +6 +0.2%
RWA
1883
River Wealth Advisors
Pennsylvania
$890K -$381K -1,381 -32%
9WM
1884
9258 Wealth Management
Ohio
$889K -$10.5K -38 -1%
ZF
1885
Zhang Financial
Michigan
$887K -$6.34K -23 -0.8%
EFMC
1886
Empire Financial Management Company
New York
$886K -$249K -904 -24%
BMWM
1887
Brown Miller Wealth Management
Virginia
$884K +$276 +1 +0%
PSFG
1888
Prairie Sky Financial Group
Illinois
$883K +$4.13K +15 +0.5%
LCM
1889
LCM Capital Management
Illinois
$879K +$9.92K +36 +1%
SIC
1890
Samalin Investment Counsel
New York
$878K -$7.99K -29 -1%
FSWA
1891
Financial Synergies Wealth Advisors
Texas
$878K -$31.1K -113 -4%
TPWM
1892
Twelve Points Wealth Management
Massachusetts
$877K +$48K +174 +6%
WIA
1893
Westbourne Investment Advisors
Maryland
$877K – – –
IAP
1894
Indie Asset Partners
Indiana
$875K -$14.6K -53 -2%
SIA
1895
Soltis Investment Advisors
Utah
$874K +$50.7K +184 +7%
AWM
1896
Aberdeen Wealth Management
Illinois
$873K -$427K -1,550 -35%
RCM
1897
RNC Capital Management
California
$873K – – –
TGAM
1898
TBH Global Asset Management
Tennessee
$872K +$15.7K +57 +2%
TCBWMS
1899
Texas Capital Bank Wealth Management Services
Texas
$872K +$126K +456 +19%
LAM
1900
L2 Asset Management
Massachusetts
$872K +$26.5K +96 +3%
74 75
76
77 78