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McDonald's

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
2651
Occidental Asset Management
California
$321K +$9.02K +31 +3%
PCM
2652
Presidio Capital Management
California
$321K +$29.1K +100 +10%
ETIA
2653
Epic Trust Investment Advisors
Washington
$321K -$10.2K -35 -3%
CCM
2654
Canal Capital Management
Virginia
$320K -$1.75K -6 -0.5%
HFP
2655
Holistic Financial Partners
Indiana
$320K -$68.1K -234 -17%
AFS
2656
Access Financial Services
Minnesota
$318K +$1.75K +6 +0.5%
CCM
2657
CAAS Capital Management
New York
$318K +$328K +1,128 New
BA
2658
Ballast Advisors
Minnesota
$317K +$1.75K +6 +0.5%
GKWIM
2659
Gerber Kawasaki Wealth & Investment Management
California
$317K +$56.4K +194 +21%
GWAM
2660
Guardian Wealth Advisors (Minnesota)
Minnesota
$317K -$582 -2 -0.2%
CAM
2661
Claret Asset Management
Quebec, Canada
$317K -$2.33K -8 -0.7%
PWA
2662
Phoenix Wealth Advisors
North Carolina
$317K – – –
TFF
2663
The Family Firm
Maryland
$316K +$1.45K +5 +0.4%
AFG
2664
Arkansas Financial Group
Arkansas
$316K – – –
SIG
2665
Sargent Investment Group
Maryland
$315K +$8.72K +30 +3%
TNA
2666
True North Advisors
Texas
$314K +$36.1K +124 +13%
APS
2667
American Planning Services
Florida
$314K – – –
XSC
2668
X-Square Capital
Puerto Rico
$314K – – –
DCM
2669
Dudley Capital Management
Virginia
$314K – – –
NWM
2670
Northwest Wealth Management
Iowa
$314K +$1.16K +4 +0.4%
BWM
2671
Birchcreek Wealth Management
Ohio
$313K +$291 +1 +0.1%
VFP
2672
Verus Financial Partners
Virginia
$312K – – –
APIM
2673
Agate Pass Investment Management
Washington
$311K – – –
HWM
2674
Hemington Wealth Management
Virginia
$311K -$11.1K -38 -3%
GAM
2675
Garrison Asset Management
Arkansas
$311K -$7.27K -25 -2%