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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
2151
Carmel Capital Partners
California
$626K +$302K +1,038 +88%
KA
2152
Kozak & Associates
Colorado
$626K -$52.3K -180 -7%
ICA
2153
Infrastructure Capital Advisors
New York
$624K -$312K -1,074 -33%
TI
2154
tru Independence
Oregon
$621K +$2.91K +10 +0.5%
GWM
2155
Greenwich Wealth Management
Connecticut
$621K -$154K -531 -19%
JSW
2156
Journey Strategic Wealth
New Jersey
$620K +$105K +362 +20%
MKC
2157
M. Kraus & Co
Vermont
$619K – – –
DLA
2158
Douglas Lane & Associates
New York
$619K +$68.6K +236 +12%
ACGA
2159
Atlanta Consulting Group Advisors
Georgia
$619K +$639K +2,196 New
TF
2160
Trek Financial
Arizona
$619K +$295K +1,016 +86%
WWG
2161
West Wealth Group
California
$619K +$1.75K +6 +0.3%
EWP
2162
Elevation Wealth Partners
California
$619K -$64.6K -222 -9%
PWM
2163
Paulson Wealth Management
Illinois
$618K +$3.78K +13 +0.6%
CAM
2164
Campion Asset Management
Virginia
$617K – – –
CWM
2165
Castle Wealth Management
Florida
$616K -$1.45K -5 -0.2%
ACA
2166
Anchor Capital Advisors
Massachusetts
$615K -$1.25M -4,307 -66%
FCCM
2167
First City Capital Management
Georgia
$614K -$20.6K -71 -3%
TIA
2168
Tiemann Investment Advisors
California
$614K – – –
CFC
2169
Coyle Financial Counsel
Illinois
$614K +$13.1K +45 +2%
SWM
2170
Stockman Wealth Management
Montana
$613K -$27K -93 -4%
BWA
2171
Beam Wealth Advisors
Louisiana
$611K +$40.4K +139 +7%
LIM
2172
Longfellow Investment Management
Massachusetts
$611K +$217K +747 +53%
MPM
2173
MBB Public Markets
Illinois
$610K +$630K +2,165 New
HBT
2174
Heartland Bank & Trust
Illinois
$610K +$872 +3 +0.1%
MLFP
2175
MPS Loria Financial Planners
Illinois
$609K +$2.04K +7 +0.3%
85 86
87
88 89