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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
2026
Orgel Wealth Management
Wisconsin
$218K +$217K +1,182 New
RFN
2027
RDA Financial Network
Iowa
$218K +$217K +1,182 New
LOPW
2028
Live Oak Private Wealth
North Carolina
$217K +$215K +1,175 New
SG
2029
Swarthmore Group
Pennsylvania
$217K +$216K +1,176 New
XWM
2030
Xcel Wealth Management
Florida
$217K +$217K +1,181 New
ME
2031
McIlrath & Eck
Washington
$216K +$30.3K +165 +16%
HFG
2032
Heron Financial Group
New York
$215K +$213K +1,163 New
SMG
2033
Spectrum Management Group
Indiana
$214K -$15K -82 -7%
SL
2034
Salomon & Ludwin
Virginia
$214K – – –
NQWM
2035
Northwest Quadrant Wealth Management
Oregon
$214K +$4.58K +25 +2%
BMA
2036
Brooks Moore & Associates
Tennessee
$214K +$213K +1,159 New
GCA
2037
Greenwood Capital Associates
South Carolina
$214K +$213K +1,161 New
PWAC
2038
Private Wealth Advisors (California)
California
$214K +$213K +1,161 New
HCM
2039
Hutchinson Capital Management
California
$213K +$212K +1,155 New
CWG
2040
Cornerstone Wealth Group
North Carolina
$213K +$212K +1,156 New
TIM
2041
Thompson Investment Management
Wisconsin
$212K +$211K +1,150 New
MTC
2042
McDaniel Terry & Co
Texas
$211K +$209K +1,142 New
PP
2043
Pegasus Partners
Wisconsin
$211K +$210K +1,143 New
CA
2044
Cambridge Advisors
Nebraska
$211K +$210K +1,145 New
WGA
2045
Weather Gauge Advisory
Virginia
$211K +$210K +1,146 New
EWA
2046
Evolution Wealth Advisors
Florida
$209K +$197K +1,072 +1,787%
TC
2047
TAP Consulting
Missouri
$209K +$207K +1,130 New
EPP
2048
ETF Portfolio Partners
Kansas
$209K +$208K +1,132 New
ECM
2049
EagleClaw Capital Management
Massachusetts
$208K +$207K +1,129 New
PIA
2050
Perennial Investment Advisors
California
$207K -$22.2K -121 -10%
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82
83 84