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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
2501
Family Management
New York
$210K – – –
SHWM
2502
Smith & Howard Wealth Management
Georgia
$210K – – –
LWMG
2503
Levy Wealth Management Group
Pennsylvania
$210K +$232K +908 New
MFS
2504
Madrona Financial Services
Washington
$208K +$16.6K +65 +8%
CA
2505
Crewe Advisors
Utah
$208K +$19.4K +76 +9%
SSWG
2506
Seven Springs Wealth Group
Tennessee
$208K +$231K +903 New
SI
2507
Saxon Interests
Texas
$206K -$6.13K -24 -3%
PFG
2508
Pinnacle Financial Group
Illinois
$206K -$511 -2 -0.2%
FF
2509
Francis Financial
$206K – – –
GIM
2510
Grassi Investment Management
California
$206K – – –
PWM
2511
Provident Wealth Management
Tennessee
$206K – – –
AFS
2512
Axiom Financial Strategies
Indiana
$206K +$2.3K +9 +1%
BWCS
2513
Beirne Wealth Consulting Services
Connecticut
$205K -$6.39K -25 -3%
NCM
2514
Nelson Capital Management
California
$205K -$1.02K -4 -0.4%
SIA
2515
SeaBridge Investment Advisors
New Jersey
$205K – – –
SWP
2516
Summit Wealth Partners
Florida
$204K +$226K +886 New
CMP
2517
Courage Miller Partners
Virginia
$204K – – –
MCM
2518
McDonough Capital Management
Florida
$204K +$256 +1 +0.1%
HIS
2519
Horizon Investment Services
Indiana
$204K +$10.7K +42 +5%
DWM
2520
Drive Wealth Management
Utah
$204K +$226K +884 New
VIM
2521
Vista Investment Management
Pennsylvania
$203K -$767 -3 -0.3%
GSAM
2522
Grant Street Asset Management
Pennsylvania
$202K – – –
AWM
2523
Accel Wealth Management
Iowa
$202K +$256 +1 +0.1%
CIA
2524
Compass Ion Advisors
Pennsylvania
$202K +$1.28K +5 +0.6%
BFS
2525
Beacon Financial Strategies
North Carolina
$202K +$223K +873 New
99 100
101
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