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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2451
Madison Wealth Management
Ohio
$277K -$7.58K -30 -3%
NOI
2452
Newton One Investments
Delaware
$277K +$757 +3 +0.3%
STA
2453
Summit Trail Advisors
New York
$276K -$27.5K -109 -10%
CCM
2454
Canal Capital Management
Virginia
$276K +$260K +1,030 New
BMA
2455
Brooks Moore & Associates
Tennessee
$275K -$6.31K -25 -2%
SHWM
2456
Smith & Howard Wealth Management
Georgia
$275K – – –
SRC
2457
Shufro Rose & Co
New York
$274K – – –
FWP
2458
Firethorn Wealth Partners
Georgia
$274K +$258K +1,022 New
TW
2459
Transform Wealth
Colorado
$273K +$18.2K +72 +8%
SSA
2460
Schonfeld Strategic Advisors
New York
$273K +$257K +1,018 New
IWA
2461
Intercontinental Wealth Advisors
Texas
$272K -$2.52K -10 -1%
MFG
2462
Magnus Financial Group
New York
$271K +$7.32K +29 +3%
EBWM
2463
Eagle Bluffs Wealth Management
Missouri
$271K +$256K +1,012 New
MWM
2464
Mascoma Wealth Management
New Hampshire
$270K – – –
ACP
2465
Aveo Capital Partners
Colorado
$270K +$7.83K +31 +3%
RIM
2466
Redwood Investment Management
Arizona
$269K -$82.8K -328 -25%
CWM
2467
Campbell Wealth Management
Virginia
$269K +$757 +3 +0.3%
FCA
2468
FinTrust Capital Advisors
South Carolina
$269K +$10.1K +40 +4%
GCS
2469
Gordian Capital (Singapore)
Singapore
$269K +$252K +1,000 New
CAIMH
2470
Central Asset Investments & Management Holdings
Hong Kong
$268K – – –
DDPIC
2471
Deroy & Devereaux Private Investment Counsel
Michigan
$268K – – –
AA
2472
Addison Advisors
Vermont
$268K +$61.9K +245 +32%
HAM
2473
Hedges Asset Management
Nevada
$268K +$252K +1,000 New
FPS
2474
Fieldpoint Private Securities
Connecticut
$267K +$15.1K +60 +6%
LF
2475
Lee Financial
Texas
$267K +$105K +417 +72%
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99
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