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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
2051
SOA Wealth Advisors
New York
$759K +$184K +598 +6%
VIG
2052
Vienna Insurance Group
Poland
$759K -$389K -1,261 -33%
KTC
2053
Kentucky Trust Company
Kentucky
$758K – – –
IA
2054
Insight Advisors
Pennsylvania
$757K -$37K -120 -4%
AFG
2055
Allegheny Financial Group
Pennsylvania
$756K +$2.16K +7 +0.3%
PBO
2056
Peoples Bank (Ohio)
Ohio
$754K +$6.17K +20 +0.8%
LIM
2057
Longfellow Investment Management
Massachusetts
$754K -$324K -1,050 -29%
FFC
2058
First Financial Corp
Indiana
$754K -$101K -328 -11%
SOAMC
2059
Spirit of America Management Corp
New York
$754K – – –
HWM
2060
Horizon Wealth Management
Illinois
$754K -$8.32K -27 -1%
GAM
2061
Gould Asset Management
California
$754K -$43.2K -140 -5%
VPP
2062
Vertex Planning Partners
Illinois
$752K +$9.87K +32 +1%
DWM
2063
Dynasty Wealth Management
Florida
$751K +$36.1K +117 +5%
MCA
2064
MSH Capital Advisors
Arizona
$750K -$2.77K -9 -0.3%
TFG
2065
Taylor Financial Group
Virginia
$749K +$30.8K +100 +4%
QP
2066
Quartz Partners
New York
$747K +$60.1K +195 +8%
LOIP
2067
Live Oak Investment Partners
Texas
$746K -$25.9K -84 -3%
EA
2068
Everpar Advisors
Oklahoma
$746K +$4.62K +15 +0.6%
LWM
2069
Lakeridge Wealth Management
Ohio
$745K +$925 +3 +0.1%
ALA
2070
Atlas Legacy Advisors
California
$744K +$16.3K +53 +2%
SG
2071
Somerset Group
Minnesota
$743K – – –
NPPM
2072
North Point Portfolio Managers
Ohio
$743K – – –
VPF
2073
Vantage Point Financial
Illinois
$737K +$17K +55 +2%
CMI
2074
Clare Market Investments
Texas
$736K +$164K +532 +27%
SIA
2075
Schear Investment Advisers
Ohio
$736K +$13.6K +44 +2%
81 82
83
84 85