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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
EHAM
2701
Eagle Harbor Asset Management
Washington
$386K -$159K -500 -29%
TPWA
2702
Twin Peaks Wealth Advisors
California
$385K +$7.33K +23 +2%
TA
2703
TrueWealth Advisors
Alabama
$385K -$4.14K -13 -1%
SFSG
2704
Sound Financial Strategies Group
Mississippi
$385K -$402K -1,261 -50%
SCM
2705
Sunbeam Capital Management
Georgia
$385K +$7.33K +23 +2%
PAM
2706
Peak Asset Management
Colorado
$384K -$15K -47 -4%
LRIA
2707
Leonard Rickey Investment Advisors
Washington
$384K -$2.87K -9 -0.7%
PJWM
2708
Philip James Wealth Mangement
Georgia
$384K -$110K -345 -22%
MP
2709
Moment Partners
California
$384K -$2.55K -8 -0.6%
LCS
2710
Levin Capital Strategies
New York
$384K +$12.4K +39 +3%
SLC
2711
Second Line Capital
Louisiana
$383K +$5.42K +17 +1%
SLWA
2712
San Luis Wealth Advisors
California
$383K -$25.2K -79 -6%
SPAS
2713
Spectrum Planning & Advisory Services
California
$383K +$2.87K +9 +0.7%
CS
2714
Capital Square
Tennessee
$383K -$5.73K -18 -1%
AWMT
2715
AAFMAA Wealth Management & Trust
North Carolina
$382K – – –
NECFA
2716
New England Capital Financial Advisors
Connecticut
$382K +$956 +3 +0.2%
CIC
2717
Chase Investment Counsel
Virginia
$381K – – –
SAM
2718
Satovsky Asset Management
New York
$381K +$2.55K +8 +0.7%
IAP
2719
Indie Asset Partners
Indiana
$381K -$33.8K -106 -8%
AWA
2720
Alaska Wealth Advisors
Alaska
$381K -$9.88K -31 -2%
CA
2721
Carson Advisory
Georgia
$381K +$319 +1 +0.1%
B
2722
Bayban
Minnesota
$380K – – –
GCM
2723
G2 Capital Management
Ohio
$380K +$390K +1,224 New
DCBT
2724
Dakota Community Bank & Trust
North Dakota
$380K -$10.8K -34 -3%
LGG
2725
Luts & Greenleigh Group
Maryland
$380K +$6.05K +19 +2%
107 108
109
110 111