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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
2051
SBK Financial
Virginia
$536K +$505K +2,000 New
WBG
2052
Wharton Business Group
Pennsylvania
$536K +$505K +2,000 New
1WA
2053
180 Wealth Advisors
Washington
$535K -$10.6K -42 -2%
TT
2054
TI-Trust
Illinois
$535K +$504K +1,995 New
FPIS
2055
Financial Planning & Information Services
Wisconsin
$534K – – –
TGAM
2056
TBH Global Asset Management
Tennessee
$534K +$88.9K +352 +21%
CBT
2057
Central Bank & Trust
Kentucky
$531K – – –
BAAM
2058
Baker Avenue Asset Management
California
$531K +$38.4K +152 +8%
TWM
2059
Thrive Wealth Management
Pennsylvania
$531K +$500K +1,982 New
TCB
2060
Texas Capital Bancshares
Texas
$529K -$2.78K -11 -0.6%
SC
2061
Sepio Capital
Utah
$529K – – –
PWAG
2062
Polaris Wealth Advisory Group
California
$527K -$24M -94,952 -98%
MIM
2063
MTM Investment Management
South Carolina
$527K +$1.26K +5 +0.3%
PLFAM
2064
Pineno Levin & Ford Asset Management
Virginia
$523K – – –
B
2065
Bridgeworth
Alabama
$523K +$252 +1 +0.1%
CIA
2066
Cladis Investment Advisory
Montana
$523K +$492K +1,950 New
DPI
2067
Diversified Portfolios Inc
Michigan
$521K +$32.6K +129 +7%
RWA
2068
Redhawk Wealth Advisors
Minnesota
$520K +$42.2K +167 +9%
AA
2069
Advisory Alpha
Michigan
$519K +$140K +555 +40%
RCA
2070
Ranch Capital Advisors
Florida
$518K – – –
ABLA
2071
Alan B. Lancz & Associates
Ohio
$518K +$488K +1,931 New
SWP
2072
Strategic Wealth Partners
Ohio
$517K +$42.2K +167 +9%
TFCP
2073
Twin Focus Capital Partners
Massachusetts
$517K +$158K +627 +48%
BFG
2074
Berger Financial Group
Minnesota
$517K +$264K +1,047 +119%
EAM
2075
Empirical Asset Management
Massachusetts
$516K +$487K +1,927 New
81 82
83
84 85