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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
2526
SeaBridge Investment Advisors
New Jersey
$205K – – –
SWP
2527
Summit Wealth Partners
Florida
$204K +$226K +886 New
CMP
2528
Courage Miller Partners
Virginia
$204K – – –
MCM
2529
McDonough Capital Management
Florida
$204K +$256 +1 +0.1%
HIS
2530
Horizon Investment Services
Indiana
$204K +$10.7K +42 +5%
DWM
2531
Drive Wealth Management
Utah
$204K +$226K +884 New
VIM
2532
Vista Investment Management
Pennsylvania
$203K -$767 -3 -0.3%
GSAM
2533
Grant Street Asset Management
Pennsylvania
$202K – – –
AWM
2534
Accel Wealth Management
Iowa
$202K +$256 +1 +0.1%
CIA
2535
Compass Ion Advisors
Pennsylvania
$202K +$1.28K +5 +0.6%
BFS
2536
Beacon Financial Strategies
North Carolina
$202K +$223K +873 New
CWA
2537
Capital Wealth Alliance
Arizona
$201K +$1.53K +6 +0.7%
TIM
2538
Tortoise Investment Management
New York
$201K +$14.6K +57 +7%
CWM
2539
Collaborative Wealth Management
Florida
$200K – – –
WMP
2540
Wealth Management Partners
Arizona
$200K – – –
WAOI
2541
Wealth Advisors of Iowa
Iowa
$200K +$222K +868 New
TSW
2542
Thompson Siegel & Walmsley
Virginia
$197K -$34.5K -135 -14%
CWC
2543
Carolinas Wealth Consulting
North Carolina
$197K -$13.8K -54 -0.3%
MFT
2544
Moisand Fitzgerald Tamayo
Florida
$195K +$30.2K +118 +16%
ACM
2545
AUA Capital Management
Pennsylvania
$193K -$63.9K -250 -23%
HIIFS
2546
Harel Insurance Investments & Financial Services
Israel
$185K +$142K +556 +235%
SWM
2547
Sugarloaf Wealth Management
Georgia
$182K +$511 +2 +0.3%
SAM
2548
Strategic Asset Management
Minnesota
$181K – – –
ARMC
2549
American Research & Management Company
Massachusetts
$180K -$19.2K -75 -9%
SCA
2550
Stuart Chaussee & Associates
California
$179K – – –
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102
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