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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2226
Cahill Financial Advisors
Minnesota
$426K -$1.05K -4 -0.2%
GHA
2227
Granite Harbor Advisors
Texas
$425K +$425K +1,611 New
SMWM
2228
Silvia McColl Wealth Management
California
$423K +$424K +1,607 New
CG
2229
Clarus Group
Texas
$423K +$1.32K +5 +0.3%
SGWM
2230
Sterling Group Wealth Management
California
$423K +$424K +1,606 New
FPCG
2231
Fort Pitt Capital Group
Pennsylvania
$422K +$62.5K +237 +17%
SPWG
2232
Sage Private Wealth Group
Illinois
$422K +$1.05K +4 +0.3%
AAM
2233
Autus Asset Management
Arizona
$422K – – –
XSC
2234
X-Square Capital
Puerto Rico
$421K – – –
PSCM
2235
Per Stirling Capital Management
Texas
$421K +$421K +1,597 New
FFG
2236
Fortem Financial Group
California
$421K +$2.11K +8 +0.5%
LBC
2237
Lawrence B. Cohen
$420K +$421K +1,594 New
TCBWMS
2238
Texas Capital Bank Wealth Management Services
Texas
$417K – – –
SIS
2239
Sound Income Strategies
Florida
$417K -$11.9K -45 -3%
FAM
2240
Flaharty Asset Management
Florida
$417K +$107K +404 +34%
WPC
2241
Waters Parkerson & Co
Louisiana
$416K -$185K -700 -31%
QPWM
2242
Quadrant Private Wealth Management
Pennsylvania
$415K +$415K +1,573 New
PFA
2243
Pathway Financial Advisors
Vermont
$413K -$8.71K -33 -2%
SFA
2244
Source Financial Advisors
New York
$413K -$6.86K -26 -2%
SGK
2245
Steigerwald Gordon & Koch
Virginia
$412K +$1.05K +4 +0.3%
PCA
2246
Prosperity Capital Advisors
Ohio
$412K +$413K +1,564 New
PCM
2247
Princeton Capital Management
New Jersey
$412K – – –
EF
2248
Empirical Finance
Pennsylvania
$411K +$48K +182 +13%
SN
2249
Sittner & Nelson
Oregon
$411K +$528 +2 +0.1%
GAG
2250
GM Advisory Group
New York
$411K – – –
88 89
90
91 92