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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
2501
Northwest Wealth Management
Iowa
$253K -$4.54K -18 -2%
AMG
2502
Asset Management Group
Connecticut
$253K -$1.51K -6 -0.6%
TWM
2503
TMD Wealth Management
Arizona
$253K – – –
SFP
2504
Sweet Financial Partners
Minnesota
$253K +$238K +942 New
EBA
2505
Eagle Bay Advisors
New York
$252K -$25K -99 -10%
OA
2506
Operose Advisors
Wisconsin
$252K +$237K +940 New
AA
2507
Alesco Advisors
New York
$251K -$7.07K -28 -3%
CSWM
2508
Cassady Schiller Wealth Management
Ohio
$251K +$236K +935 New
FA
2509
Fermata Advisors
California
$250K -$33.1K -131 -12%
CCA
2510
Conservest Capital Advisors
Pennsylvania
$250K +$505 +2 +0.2%
DCM
2511
Deuterium Capital Management
Florida
$250K +$235K +932 New
PHAM
2512
Palisades Hudson Asset Management
Florida
$249K – – –
PAM
2513
Peak Asset Management
Colorado
$249K +$235K +929 New
P
2514
&Partners
Tennessee
$248K +$7.07K +28 +3%
SIA
2515
Sage Investment Advisers
New York
$248K +$234K +926 New
BEC
2516
Blue Edge Capital
Virginia
$248K – – –
FSC
2517
Full Sail Capital
Oklahoma
$246K -$24.5K -97 -9%
GSIS
2518
Global Strategic Investment Solutions
Arizona
$246K – – –
P
2519
Palladiem
Pennsylvania
$246K – – –
JSA
2520
Jacobson & Schmitt Advisors
Wisconsin
$246K +$232K +918 New
TI
2521
Truepoint Inc
Ohio
$246K +$232K +918 New
TA
2522
TrueWealth Advisors
Alabama
$246K +$232K +918 New
TCM
2523
Telos Capital Management
California
$245K -$2.52K -10 -1%
BWCS
2524
Beirne Wealth Consulting Services
Connecticut
$245K – – –
HFS
2525
Howard Financial Services
Texas
$245K +$231K +913 New
99 100
101
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