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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
PJWM
2151
Philip James Wealth Mangement
Georgia
$673K +$80.5K +270 +13%
TC
2152
Trust Company
Kansas
$671K -$79.3K -266 -10%
JWWM
2153
Johnson & White Wealth Management
Pennsylvania
$670K +$683K +2,292 New
DSC
2154
Duncker Streett & Co
Missouri
$669K -$11.9K -40 -2%
CCA
2155
Clearwater Capital Advisors
Illinois
$668K -$7.75K -26 -1%
PIAS
2156
PCA Investment Advisory Services
Ohio
$668K +$65.9K +221 +11%
LSIA
2157
LaSalle St. Investment Advisors
Illinois
$667K +$192K +643 +37%
GCIA
2158
Gabelli & Co Investment Advisers
New York
$667K +$686K +2,300 New
CRI
2159
Colonial River Investments
Virginia
$667K -$47.7K -160 -7%
CHJWM
2160
Carlton Hofferkamp & Jenks Wealth Management
Texas
$666K – – –
SMA
2161
Seven Mile Advisory
New Jersey
$666K +$49.8K +167 +8%
SFG
2162
Seamount Financial Group
Colorado
$665K -$22.4K -75 -3%
HFM
2163
Hartford Funds Management
Pennsylvania
$664K +$39.4K +132 +6%
LWAM
2164
Legacy Wealth Asset Management
Minnesota
$664K -$2.68K -9 -0.4%
FBFS
2165
First Business Financial Services
Wisconsin
$664K – – –
WWG
2166
West Wealth Group
California
$662K +$15.5K +52 +2%
DCA
2167
DSG Capital Advisors
Minnesota
$662K +$680K +2,282 New
LPAM
2168
Lodestar Private Asset Management
California
$661K -$19.4K -65 -3%
GWM
2169
Gray Wealth Management
Maine
$660K +$2.98K +10 +0.4%
CC
2170
Callan Capital
California
$659K +$50.7K +170 +8%
MCA
2171
MSH Capital Advisors
Arizona
$659K +$45K +151 +7%
SOS
2172
Silver Oak Securities
Tennessee
$658K +$121K +407 +22%
WSC
2173
Wellington Shields & Co
New York
$657K -$6.86K -23 -1%
RWA
2174
River Wealth Advisors
Pennsylvania
$657K -$196K -657 -22%
CIA
2175
Cladis Investment Advisory
Montana
$656K +$81.4K +273 +14%
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87
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