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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2226
BCS Wealth Management
Tennessee
$604K +$34.8K +113 +6%
MWS
2227
MFA Wealth Services
California
$603K +$3.7K +12 +0.6%
JLBC
2228
J.L. Bainbridge & Co
Florida
$603K -$617 -2 -0.1%
RWP
2229
Revolve Wealth Partners
New Jersey
$602K +$617 +2 +0.1%
DSC
2230
Duncker Streett & Co
Missouri
$602K -$64.7K -210 -9%
VCM
2231
Versant Capital Management
Arizona
$601K +$1.85K +6 +0.3%
HBT
2232
Heartland Bank & Trust
Illinois
$600K -$7.71K -25 -1%
RWA
2233
Rooted Wealth Advisors
Illinois
$599K +$62.9K +204 +11%
TWP
2234
Triad Wealth Partners
Kansas
$598K +$134K +434 +27%
ISFAN
2235
Investor's Fiduciary Advisor Network
Washington
$598K +$367K +1,191 +139%
AGP
2236
Autumn Glory Partners
Texas
$597K -$8.02K -26 -1%
EW
2237
Elyxium Wealth
California
$596K +$17.3K +56 +3%
SHGA
2238
Sand Hill Global Advisors
California
$595K -$162K -525 -20%
RWA
2239
River Wealth Advisors
Pennsylvania
$593K -$30.8K -100 -5%
SWM
2240
Stockman Wealth Management
Montana
$592K +$19.4K +63 +3%
AA
2241
Addison Advisors
Vermont
$592K +$68.7K +223 +12%
NB
2242
Northwest Bancshares
Pennsylvania
$591K -$108K -350 -15%
FFO
2243
Fiduciary Family Office
Florida
$590K +$8.63K +28 +1%
SPF
2244
South Plains Financial
Texas
$589K +$70.3K +228 +13%
SCP
2245
Sivia Capital Partners
California
$589K +$63.5K +206 +11%
PS
2246
Planned Solutions
California
$589K – – –
OAM
2247
Oxford Asset Management
United Kingdom
$588K +$154K +500 +33%
PC
2248
Port Capital
Illinois
$588K -$30.8K -100 -5%
WI
2249
Wedgewood Investors
Pennsylvania
$588K – – –
VFG
2250
Victory Financial Group
Texas
$588K +$156K +506 +34%
88 89
90
91 92