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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2026
Core Wealth Partners
California
$607K -$2.34M -8,723 -80%
DA
2027
Detalus Advisors
Missouri
$606K – – –
VWM
2028
Vigilare Wealth Management
Arizona
$606K +$2.14K +8 +0.4%
MMHP
2029
Murphy Middleton Hinkle & Parker
Georgia
$606K – – –
CF
2030
Corrigan Financial
Rhode Island
$605K +$1.34K +5 +0.2%
CFG
2031
Cooper Financial Group
California
$604K -$13.7K -51 -2%
LWP
2032
Lumature Wealth Partners
Georgia
$604K -$7.5K -28 -1%
AA
2033
Advisory Alpha
Michigan
$602K +$7.5K +28 +1%
MKC
2034
M. Kraus & Co
Vermont
$601K +$139K +518 +32%
LCM
2035
Landscape Capital Management
New Jersey
$599K -$149K -555 -21%
BAAM
2036
Baker Avenue Asset Management
California
$599K -$92.4K -345 -14%
MLFP
2037
MPS Loria Financial Planners
Illinois
$599K +$3.48K +13 +0.6%
MFA
2038
Millington Financial Advisors
Illinois
$599K -$3.48K -13 -0.6%
ACG
2039
Allen Capital Group
Nebraska
$598K +$573K +2,138 New
AWA
2040
Aletheian Wealth Advisors
Washington
$597K +$33K +123 +6%
HDIM
2041
Hanson & Doremus Investment Management
Vermont
$597K – – –
PCP
2042
Proficio Capital Partners
Massachusetts
$597K -$17.1K -64 -3%
CFC
2043
Coyle Financial Counsel
Illinois
$596K +$26.8K +100 +5%
JMF
2044
Johnson Midwest Financial
Iowa
$595K +$2.68K +10 +0.5%
GA
2045
GraniteShares Advisors
New York
$595K -$37.8K -141 -6%
VCM
2046
Vivaldi Capital Management
Illinois
$594K -$153K -572 -21%
CPA
2047
Capital Planning Advisors
California
$594K +$21.7K +81 +4%
WMS
2048
Wealth Management Solutions
Pennsylvania
$593K +$11.8K +44 +2%
GI
2049
GAMCO Investors
Connecticut
$593K +$2.14K +8 +0.4%
DG
2050
DMC Group
Alabama
$592K +$12.1K +45 +2%
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