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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
1901
Castle Rock Wealth Management
California
$881K +$8.72K +30 +0.9%
NBT
1902
Northwest Bank & Trust
Iowa
$879K -$13.1K -45 -1%
PWM
1903
Partnership Wealth Management
Maryland
$878K – – –
SQA
1904
Simon Quick Advisors
New Jersey
$874K +$85.2K +293 +10%
RFA
1905
Rollins Financial Advisors
New York
$873K – – –
LAM
1906
LECAP Asset Management
United Kingdom
$871K +$898K +3,089 New
OTL
1907
Oak Thistle LLC
New York
$869K +$896K +3,081 New
GPA
1908
Garrison Point Advisors
California
$868K +$29.1K +100 +3%
HIF
1909
Hill Island Financial
Michigan
$867K – – –
HNB
1910
Hilltop National Bank
Wyoming
$867K +$895K +3,076 New
MYIA
1911
Mount Yale Investment Advisors
Colorado
$867K +$271K +931 +43%
HWP
1912
Highline Wealth Partners
California
$865K +$10.8K +37 +1%
CPC
1913
Consolidated Planning Corp
Georgia
$865K -$24.7K -85 -3%
KIG
1914
Kennedy Investment Group
New Jersey
$865K +$481K +1,655 +117%
WP
1915
Westmount Partners
California
$863K +$1.75K +6 +0.2%
BOM
1916
Bank of Marin
California
$862K -$140K -480 -14%
WB
1917
West Bancorporation
Iowa
$861K -$8.72K -30 -1%
MCWA
1918
Meadow Creek Wealth Advisors
Georgia
$858K -$14.3K -49 -2%
DC
1919
DeDora Capital
California
$855K -$1.75K -6 -0.2%
PWA
1920
Primoris Wealth Advisors
Florida
$854K -$360K -1,239 -29%
TGAM
1921
TBH Global Asset Management
Tennessee
$852K +$107K +367 +14%
DPI
1922
Diversified Portfolios Inc
Michigan
$851K +$1.16K +4 +0.1%
SAM
1923
S.A. Mason
Michigan
$850K +$2.33K +8 +0.3%
OC
1924
Oarsman Capital
Wisconsin
$849K -$76.5K -263 -8%
WCM
1925
WealthBridge Capital Management
Ohio
$849K – – –
75 76
77
78 79