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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
2551
Trillium Asset Management
Massachusetts
$365K – – –
CCFM
2552
Clear Creek Financial Management
Washington
$365K -$25.3K -87 -6%
FAG
2553
Fortitude Advisory Group
Washington
$365K -$12.5K -43 -3%
CGA
2554
Crescent Grove Advisors
Illinois
$365K -$59.6K -205 -14%
ONSWM
2555
Old North State Wealth Management
North Carolina
$364K +$80.3K +276 +27%
HPIA
2556
Hamilton Point Investment Advisors
North Carolina
$363K – – –
WAOI
2557
Wealth Advisors of Iowa
Iowa
$363K -$11.6K -40 -3%
SPWG
2558
Sage Private Wealth Group
Illinois
$363K -$39.6K -136 -10%
PAM
2559
Peak Asset Management
Colorado
$363K -$4.94K -17 -1%
LSWM
2560
Lorne Steinberg Wealth Management
Canada
$361K -$138K -476 -27%
TW
2561
Traveka Wealth
California
$361K +$4.07K +14 +1%
AWM
2562
Avaii Wealth Management
Wisconsin
$360K -$582 -2 -0.2%
KPWG
2563
KFA Private Wealth Group
Virginia
$360K +$15.7K +54 +4%
USWIA
2564
UP Strategic Wealth Investment Advisors
Pennsylvania
$359K – – –
WA
2565
Wealthstream Advisors
New York
$359K -$172K -591 -32%
C
2566
CEDRUS
Colorado
$358K -$21.2K -73 -5%
MTC
2567
McDaniel Terry & Co
Texas
$358K +$16.3K +56 +5%
FZCM
2568
Flynn Zito Capital Management
New York
$358K +$40.7K +140 +12%
SRC
2569
Stone Run Capital
New York
$355K – – –
AFAS
2570
Acorn Financial Advisory Services
Virginia
$354K -$195K -669 -35%
MWA
2571
Motive Wealth Advisors
Michigan
$354K +$365K +1,255 New
PFS
2572
Prospect Financial Services
New York
$353K +$32.9K +113 +10%
GSC
2573
G&S Capital
Colorado
$352K -$2.04K -7 -0.6%
NCM
2574
Novare Capital Management
North Carolina
$352K – – –
CWA
2575
CM Wealth Advisors
Ohio
$351K -$248K -852 -39%
101 102
103
104 105