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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
LPAM
2051
Lodestar Private Asset Management
California
$714K +$53.2K +193 +9%
CB
2052
Centennial Bank
Arkansas
$713K -$26.2K -95 -4%
SWP
2053
Significant Wealth Partners
Illinois
$711K +$107K +390 +20%
CCA
2054
Clearwater Capital Advisors
Illinois
$710K +$31.7K +115 +5%
SWM
2055
Seed Wealth Management
Illinois
$710K – – –
BFG
2056
Bouchey Financial Group
New York
$710K +$27.3K +99 +4%
LWM
2057
Lodestone Wealth Management
Washington
$709K +$154K +559 +32%
APW
2058
Austin Private Wealth
Texas
$709K -$10.5K -38 -2%
AIM
2059
Acropolis Investment Management
Missouri
$707K +$24.5K +89 +4%
QP
2060
Quartz Partners
New York
$703K +$636K +2,309 New
LWAM
2061
Legacy Wealth Asset Management
Minnesota
$700K +$1.65K +6 +0.3%
SAM
2062
Synergy Asset Management
Washington
$699K -$3.43M -12,461 -84%
WSC
2063
Wellington Shields & Co
New York
$697K +$6.34K +23 +1%
FBFS
2064
First Business Financial Services
Wisconsin
$697K -$6.89K -25 -1%
DWM
2065
Dynasty Wealth Management
Florida
$694K +$13K +47 +2%
ACGA
2066
Atlanta Consulting Group Advisors
Georgia
$693K -$62K -225 -9%
PWM
2067
Prentice Wealth Management
New York
$693K +$62K +225 +11%
CSB
2068
City State Bank
Iowa
$691K -$1.1K -4 -0.2%
DLCIG
2069
D.L. Carlson Investment Group
New Hampshire
$690K -$41.1K -149 -6%
PTC
2070
Philadelphia Trust Company
Pennsylvania
$690K +$11.3K +41 +2%
GWM
2071
Gray Wealth Management
Maine
$690K -$36.1K -131 -5%
EAM
2072
Erste Asset Management
Austria
$687K +$55.1K +200 +10%
PWA
2073
Primoris Wealth Advisors
Florida
$685K -$27.3K -99 -4%
CFG
2074
Copley Financial Group
California
$684K +$619K +2,246 New
MHR
2075
Matthew Hamilton Rosenberg
$682K +$7.17K +26 +1%
81 82
83
84 85