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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1901
Thrive Wealth Management
Pennsylvania
$1M -$77.7K -244 -7%
TPW
1902
Talon Private Wealth
Florida
$999K +$1.02M +3,214 New
LF
1903
LifePlan Financial
Minnesota
$998K +$107K +337 +12%
LC
1904
Landaas & Company
Wisconsin
$997K – – –
JE
1905
JMAC Enterprises
Pennsylvania
$995K – – –
GBT
1906
Grove Bank & Trust
Florida
$993K +$61.5K +193 +6%
GC
1907
Gilbert & Cook
Iowa
$992K +$11.8K +37 +1%
LSC
1908
Lesa Sroufe & Co
Washington
$991K – – –
AP
1909
Atwood & Palmer
Missouri
$991K – – –
TIA
1910
Teucrium Investment Advisors
Vermont
$989K +$1.01M +3,181 New
PWM
1911
Partnership Wealth Management
Maryland
$981K +$12.1K +38 +1%
CCA
1912
Cottonwood Capital Advisors
Utah
$980K – – –
OC
1913
Oarsman Capital
Wisconsin
$977K +$42.7K +134 +4%
QWP
1914
Quotient Wealth Partners
Texas
$976K +$69.1K +217 +7%
DGM
1915
Delta Global Management
New York
$976K +$148K +466 +17%
IFWM
1916
Institute for Wealth Management
Colorado
$975K +$3.5K +11 +0.4%
FMN
1917
Financial Management Network
California
$975K -$220K -689 -18%
GWM
1918
GDS Wealth Management
Texas
$974K +$24.5K +77 +3%
OFS
1919
Orrstown Financial Services
Pennsylvania
$972K +$637 +2 +0.1%
CMAI
1920
Capital Management Associates Inc
Minnesota
$970K -$17.2K -54 -2%
NAM
1921
NTV Asset Management
West Virginia
$970K -$10.2K -32 -1%
ITIM
1922
Indiana Trust & Investment Management
Indiana
$969K -$69.1K -217 -7%
IF
1923
Intrua Financial
Texas
$969K -$82.2K -258 -8%
IP
1924
Ignite Planners
California
$965K +$42.7K +134 +5%
APW
1925
Acima Private Wealth
Virginia
$964K – – –
75 76
77
78 79