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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2026
Landmark Financial Advisors
Kentucky
$236K +$219K +1,104 New
PCP
2027
Proficio Capital Partners
Massachusetts
$236K +$237K +1,194 New
MGIA
2028
Matthew Goff Investment Advisor
Texas
$235K – – –
AIM
2029
Axiom Investment Management
New York
$234K -$254K -1,281 -52%
M
2030
Mirova
France
$234K +$130K +655 +124%
AIA
2031
Allied Investment Advisors
Montana
$233K – – –
BWA
2032
Beam Wealth Advisors
Louisiana
$233K +$233K +1,177 New
P
2033
&Partners
Tennessee
$233K +$234K +1,181 New
CWM
2034
Confluence Wealth Management
Oregon
$232K +$232K +1,172 New
CWM
2035
Cahaba Wealth Management
Georgia
$231K +$30K +151 +15%
HFG
2036
Heron Financial Group
New York
$230K +$211K +1,065 New
BWAM
2037
Boyd Watterson Asset Management
Ohio
$229K -$9.92K -50 -4%
AAM
2038
Autus Asset Management
Arizona
$229K -$1.59K -8 -0.7%
BMA
2039
Brooks Moore & Associates
Tennessee
$229K – – –
NWS
2040
Newport Wealth Strategies
California
$229K +$224K +1,130 New
OPA
2041
Old Port Advisors
Maine
$228K -$8.53K -43 -4%
HCM
2042
Hutchinson Capital Management
California
$228K – – –
QWM
2043
QP Wealth Management
New Jersey
$228K +$209K +1,055 New
GA
2044
Geller Advisors
New York
$228K +$229K +1,153 New
TIM
2045
Thompson Investment Management
Wisconsin
$227K – – –
PWAC
2046
Private Wealth Advisors (California)
California
$226K -$77.8K -392 -25%
FWM
2047
Fairhaven Wealth Management
Illinois
$226K – – –
LFA
2048
Legend Financial Advisors
Pennsylvania
$226K – – –
SBWIC
2049
Schaper Benz & Wise Investment Counsel
Wisconsin
$226K – – –
PWA
2050
Physician Wealth Advisors
Utah
$226K +$217K +1,092 New
80 81
82
83 84