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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2026
Corrigan Financial
Rhode Island
$569K -$3.96K -15 -0.7%
JSL
2027
JT Stratford LLC
Georgia
$568K +$21.4K +81 +4%
MFA
2028
Millington Financial Advisors
Illinois
$568K +$568K +2,154 New
PPP
2029
Private Portfolio Partners
New Jersey
$567K -$113K -430 -17%
PO
2030
Private Ocean
California
$566K -$1.32K -5 -0.2%
HDIM
2031
Hanson & Doremus Investment Management
Vermont
$563K -$79.1K -300 -12%
GWP
2032
Gateway Wealth Partners
Wisconsin
$563K +$563K +2,135 New
MLFP
2033
MPS Loria Financial Planners
Illinois
$561K +$29.5K +112 +6%
AA
2034
Advisory Alpha
Michigan
$560K +$29.8K +113 +6%
CFP
2035
Catalyst Financial Partners
Massachusetts
$559K +$560K +2,121 New
JMF
2036
Johnson Midwest Financial
Iowa
$558K +$2.37K +9 +0.4%
HI
2037
Hudock Inc
Pennsylvania
$558K -$54.9K -208 -9%
BFPW
2038
BOK Financial Private Wealth
Colorado
$557K -$193K -730 -26%
LT
2039
Legacy Trust
Michigan
$557K +$558K +2,114 New
SA
2040
SL Advisors
New Jersey
$557K – – –
GI
2041
GAMCO Investors
Connecticut
$557K +$19.8K +75 +4%
MAG
2042
MRA Advisory Group
New Jersey
$557K -$16.6K -63 -3%
WW
2043
Waterfront Wealth
Kansas
$556K -$46.7K -177 -8%
CA
2044
Cornerstone Advisors
North Carolina
$553K – – –
SIM
2045
SSI Investment Management
California
$553K +$1.32K +5 +0.2%
TC
2046
Tacita Capital
Ontario, Canada
$553K – – –
MFS
2047
Mirabella Financial Services
United Kingdom
$551K +$140K +529 +34%
SFS
2048
Summit Financial Strategies
Ohio
$548K -$4.22K -16 -0.8%
WMS
2049
Wealth Management Solutions
Pennsylvania
$547K -$5.8K -22 -1%
ECM
2050
Estabrook Capital Management
New York
$547K – – –
80 81
82
83 84