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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
LCG
2451
Lakeshore Capital Group
Illinois
$512K +$8.28K +26 +2%
BWM
2452
Baron Wealth Management
Michigan
$511K +$5.42K +17 +1%
CWM
2453
Chemistry Wealth Management
New York
$510K +$7.01K +22 +1%
MFA
2454
Millington Financial Advisors
Illinois
$510K +$6.05K +19 +1%
RTC
2455
Real Talk Capital
Tennessee
$510K -$16.2K -51 -3%
HEM
2456
Henson-Edgewater Management
Ohio
$509K -$159K -500 -23%
OIA
2457
Oakmont Investment Advisors
Pennsylvania
$508K -$14.7K -46 -3%
FAL
2458
Focused Alpha LLC
Colorado
$506K -$2.55K -8 -0.5%
CWMK
2459
Caliber Wealth Management (Kansas)
Kansas
$505K +$67.2K +211 +15%
SM
2460
Sweeney & Michel
California
$505K +$2.23K +7 +0.4%
OFP
2461
OFC Financial Planning
New Jersey
$503K – – –
SC
2462
Swan Capital
Florida
$503K -$159K -500 -24%
EWA
2463
EQ Wealth Advisors
Texas
$503K – – –
TPM
2464
Triasima Portfolio Management
Quebec, Canada
$503K +$515K +1,617 New
BF
2465
bLong Financial
Tennessee
$502K – – –
PIA
2466
Powell Investment Advisors
Florida
$502K – – –
CWM
2467
Castle Wealth Management
Florida
$502K -$19.1K -60 -4%
RK
2468
Rather & Kittrell
Tennessee
$501K +$20.1K +63 +4%
IAAG
2469
Innovative Asset Advisors Group
Connecticut
$500K +$513K +1,610 New
RWP
2470
Ridgecrest Wealth Partners
California
$500K +$11.2K +35 +2%
OC
2471
Optima Capital
Oregon
$500K – – –
GKWIM
2472
Gerber Kawasaki Wealth & Investment Management
California
$499K -$23.3K -73 -4%
CFG
2473
Copley Financial Group
California
$499K -$37K -116 -7%
SFS
2474
Security Financial Services
Indiana
$497K -$5.42K -17 -1%
JBA
2475
Johnson Bixby & Associates
Washington
$497K – – –
97 98
99
100 101