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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1876
Renaissance Investment Group
Massachusetts
$995K -$43.4K -145 -4%
PFGIA
1877
Patriot Financial Group Insurance Agency
Massachusetts
$995K -$19.4K -65 -2%
PMG
1878
ProVise Management Group
Florida
$995K -$32.6K -109 -3%
WDL
1879
Well Done LLC
Michigan
$994K +$5.38K +18 +0.5%
RFS
1880
Richardson Financial Services
Massachusetts
$994K +$8.67K +29 +0.9%
IFS
1881
Intelligent Financial Strategies
Minnesota
$993K +$299 +1 +0%
GC
1882
Gilbert & Cook
Iowa
$992K -$144K -481 -13%
CPW
1883
Cove Private Wealth
New York
$992K +$155K +518 +19%
CVM
1884
Cheviot Value Management
California
$989K +$936K +3,131 New
GM
1885
GeoWealth Management
Illinois
$988K -$491K -1,640 -34%
GBT
1886
Grove Bank & Trust
Florida
$986K +$39.2K +131 +4%
WCA
1887
Westover Capital Advisors
Delaware
$986K +$6.88K +23 +0.7%
RA
1888
RiverPark Advisors
New York
$986K -$51.7K -173 -5%
PFG
1889
PAX Financial Group
Texas
$986K -$38.3K -128 -4%
HC
1890
Hamilton Capital
Ohio
$982K +$245K +819 +35%
FHWM
1891
Fox Hill Wealth Management
Massachusetts
$980K +$54.7K +183 +6%
APW
1892
Acima Private Wealth
Virginia
$977K -$359K -1,200 -28%
PWM
1893
Partnership Wealth Management
Maryland
$973K +$299 +1 +0%
NG
1894
Novem Group
New York
$973K +$92.7K +310 +11%
TSS
1895
Two Sigma Securities
New York
$973K +$382K +1,277 +70%
LF
1896
LifePlan Financial
Minnesota
$970K +$62.5K +209 +7%
GC
1897
Garde Capital
Washington
$970K – – –
OHWA
1898
Oak Hill Wealth Advisors
Virginia
$967K – – –
TGAM
1899
TBH Global Asset Management
Tennessee
$965K +$68.5K +229 +8%
JWM
1900
Jeppson Wealth Management
California
$965K -$65.2K -218 -7%
74 75
76
77 78