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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
1901
Global Wealth Management Investment Advisory
Florida
$92K +$91.9K +518 New
CII
1902
Capital International Inc
California
$91K – – –
PFO
1903
Pathstone Family Office
New Jersey
$91K +$86.4K +487 +1,948%
WAS
1904
WESPAC Advisors SoCal
California
$90K – – –
EWM
1905
Endurance Wealth Management
Rhode Island
$89K – – –
PK
1906
Pflug Koory
Nebraska
$89K – – –
IAS
1907
IMA Advisory Services
Colorado
$88K +$177 +1 +0.2%
SIAS
1908
Shine Investment Advisory Services
Colorado
$88K +$355 +2 +0.4%
LFG
1909
Larson Financial Group
Missouri
$85K +$85.3K +481 New
BWM
1910
Baystate Wealth Management
Massachusetts
$84K -$115K -650 -59%
LWM
1911
Lenox Wealth Management
Ohio
$83K -$2.48K -14 -3%
BG
1912
Bollard Group
Massachusetts
$82K +$532 +3 +0.7%
RWA
1913
River Wealth Advisors
Pennsylvania
$81K -$12.8K -72 -14%
APSP
1914
Asset Planning Services (Pennsylvania)
Pennsylvania
$81K +$355 +2 +0.4%
FNC
1915
First National Corp
Massachusetts
$80K +$79.8K +450 New
AWMF
1916
Arbor Wealth Management (Florida)
Florida
$78K +$77.5K +437 New
GT
1917
Glenmede Trust
Pennsylvania
$77.2K +$753K +4,246 +1%
NSG
1918
Nalls Sherbakoff Group
Tennessee
$76K +$75.9K +428 New
SQA
1919
Simon Quick Advisors
New Jersey
$74K -$31K -175 -29%
PAMU
1920
Pictet Asset Management (UK)
United Kingdom
$73.1K -$5.26M -29,643 -7%
KL
1921
KWMG LLC
Kansas
$73K -$1.42K -8 -2%
WCM
1922
Wealthcare Capital Management
Virginia
$72K -$17.7K -100 -20%
HL
1923
Harding Loevner
New Jersey
$69K – – –
TVWM
1924
Tower View Wealth Management
Wisconsin
$67K +$11.3K +64 +21%
WIM
1925
Westside Investment Management
California
$66.6K -$17.7K -100 -21%
75 76
77
78 79