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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1901
Pettinga Financial Advisors
Indiana
$482K -$6.28K -27 -1%
AWA
1902
Arete Wealth Advisors
Illinois
$481K -$39.1K -168 -3%
BWM
1903
BerganKDV Wealth Management
Minnesota
$481K +$6.28K +27 +1%
GM
1904
GeoWealth Management
Illinois
$481K +$71.4K +307 +17%
JFGLC
1905
Johnson Financial Group LLC (Colorado)
Colorado
$481K +$108K +466 +29%
SCG
1906
Sonata Capital Group
Washington
$479K – – –
JMF
1907
Johnson Midwest Financial
Iowa
$478K +$1.86K +8 +0.4%
PCP
1908
Proficio Capital Partners
Massachusetts
$477K +$18.8K +81 +4%
BWM
1909
Baystate Wealth Management
Massachusetts
$476K -$2.33K -10 -0.5%
MCM
1910
Marathon Capital Management
Maryland
$474K – – –
LA
1911
LexAurum Advisors
Kansas
$474K +$13K +56 +3%
OWA
1912
Outlook Wealth Advisors
Texas
$474K +$31.9K +137 +7%
CF
1913
Corrigan Financial
Rhode Island
$473K -$4.89K -21 -1%
BG
1914
Bollard Group
Massachusetts
$473K +$2.56K +11 +0.5%
SF
1915
Summit Financial
New Jersey
$473K +$476K +2,046 New
NP
1916
Ninepoint Partners
Ontario, Canada
$471K – – –
PIA
1917
Powell Investment Advisors
Florida
$469K -$34.7K -149 -7%
EIG
1918
Ellenbecker Investment Group
Wisconsin
$468K +$14.2K +61 +3%
DFCM
1919
Dark Forest Capital Management
Puerto Rico
$468K +$471K +2,026 New
PP
1920
PDS Planning
Ohio
$467K +$80.7K +347 +21%
BCA
1921
Berman Capital Advisors
Georgia
$467K +$104K +447 +28%
AWM
1922
Accurate Wealth Management
Florida
$467K +$471K +2,023 New
CMO
1923
Covenant Multifamily Offices
Texas
$465K -$1.23M -5,273 -72%
LBC
1924
Lawrence B. Cohen
$465K -$60.5K -260 -11%
WBG
1925
Wharton Business Group
Pennsylvania
$462K -$3.96K -17 -0.8%
75 76
77
78 79