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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
2176
Capital Advisors Wealth Management
Washington
$280K +$267K +1,247 New
CA
2177
Crumly & Associates
Illinois
$280K +$267K +1,250 New
SW
2178
StrongBox Wealth
Missouri
$279K -$112K -522 -30%
ZF
2179
Zhang Financial
Michigan
$279K – – –
MWM
2180
Marietta Wealth Management
Georgia
$278K -$1.51M -7,043 -85%
BFG
2181
Barber Financial Group
Kansas
$278K -$19.5K -91 -7%
SFP
2182
Shepherd Financial Partners
Massachusetts
$278K +$9.41K +44 +4%
MF
2183
Manchester Financial
California
$277K -$16.3K -76 -6%
VC
2184
Vicus Capital
Pennsylvania
$277K +$5.56K +26 +2%
TNAM
2185
Terra Nova Asset Management
New York
$276K -$1.07M -5,024 -80%
OAM
2186
Occidental Asset Management
California
$276K +$263K +1,231 New
TF
2187
TimeScale Financial
Massachusetts
$275K +$2.35K +11 +0.9%
SC
2188
Slow Capital
California
$274K +$7.7K +36 +3%
CA
2189
Cambridge Advisors
Nebraska
$274K +$16.3K +76 +7%
SFG
2190
Sunburst Financial Group
Alabama
$273K +$34.2K +160 +15%
4WM
2191
4J Wealth Management
Virginia
$272K – – –
AFAS
2192
Acorn Financial Advisory Services
Virginia
$272K – – –
PWA
2193
Phoenix Wealth Advisors
North Carolina
$272K +$14.3K +67 +6%
BWA
2194
Beam Wealth Advisors
Louisiana
$272K +$29.3K +137 +13%
IPW
2195
Inlet Private Wealth
Florida
$271K +$1.07K +5 +0.4%
I
2196
INVST
Indiana
$271K +$246K +1,149 New
DS
2197
DRW Securities
Illinois
$271K +$258K +1,208 New
AIA
2198
Allied Investment Advisors
Montana
$269K -$8.55K -40 -3%
OPTFSNA
2199
Old Point Trust & Financial Services N A
Virginia
$269K – – –
VFPI
2200
Vantage Financial Partners (Illinois)
Illinois
$269K – – –
86 87
88
89 90