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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2276
TriaGen Wealth Management
California
$464K – – –
GA
2277
Goldstein Advisors
Wisconsin
$463K +$8.49K +32 +2%
DDC
2278
DF Dent & Co
Maryland
$460K -$28.7K -108 -6%
DB
2279
Dravo Bay
Delaware
$460K -$3.98K -15 -0.8%
OFW
2280
Omnia Family Wealth
Florida
$460K -$3.45K -13 -0.7%
LL
2281
LWMG LLC
Minnesota
$459K -$4.78K -18 -1%
CFA
2282
Cahill Financial Advisors
Minnesota
$459K +$2.39K +9 +0.5%
SLT
2283
St Louis Trust
Missouri
$459K -$13.3K -50 -3%
AA
2284
Alta Advisers
United Kingdom
$459K – – –
CIP
2285
Capital Insight Partners
Arizona
$458K -$1.86K -7 -0.4%
TA
2286
TFB Advisors
Kansas
$458K +$57.6K +217 +14%
BWP
2287
Bernardo Wealth Planning
Pennsylvania
$456K -$62.3K -235 -12%
PHAM
2288
Palisades Hudson Asset Management
Florida
$456K +$1.59K +6 +0.3%
FCT
2289
Family Capital Trust
Massachusetts
$455K – – –
PWA
2290
Physician Wealth Advisors
Utah
$454K +$4.51K +17 +1%
SAM
2291
Shikiar Asset Management
New York
$453K – – –
CIA
2292
Compass Ion Advisors
Pennsylvania
$453K – – –
VFPI
2293
Vantage Financial Partners (Illinois)
Illinois
$452K +$13.3K +50 +3%
LWM
2294
Lodestone Wealth Management
Washington
$451K +$25.7K +97 +6%
GAB
2295
German American Bancorp
Indiana
$451K +$63.7K +240 +16%
SM
2296
Sweeney & Michel
California
$449K +$15.1K +57 +3%
SPL
2297
Smart Portfolios LLC
Washington
$449K +$54.4K +205 +13%
CH
2298
Cromwell Holdings
Wyoming
$449K +$467K +1,762 New
KWS
2299
Keystone Wealth Services
California
$448K +$16.2K +61 +4%
ACP
2300
Aveo Capital Partners
Colorado
$448K -$234K -883 -33%
90 91
92
93 94