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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
2901
Baldwin Wealth Partners
Massachusetts
$144K +$4.25K +16 +3%
CWM
2902
CarsonAllaria Wealth Management
Illinois
$141K +$265 +1 +0.2%
TCM
2903
Tradewinds Capital Management
Washington
$134K +$40.3K +152 +41%
BAM
2904
Bellevue Asset Management
Washington
$133K – – –
TLCM
2905
Twin Lakes Capital Management
California
$129K – – –
LFASL
2906
Lugano Financial Advisors SA (LFA)
Switzerland
$127K – – –
PP
2907
Pacifica Partners
Canada
$125K -$1.33K -5 -1%
RF
2908
Robinswood Financial
Washington
$125K – – –
MSG
2909
Main Street Group
Virginia
$124K -$61.5K -232 -32%
WPWM
2910
Western Pacific Wealth Management
Illinois
$121K +$38.7K +146 +44%
JSAM
2911
J. Safra Asset Management
New York
$120K +$82K +309 +191%
CAM
2912
Costello Asset Management
Pennsylvania
$120K +$265 +1 +0.2%
A
2913
AlphaQuest
New York
$119K -$1.57M -5,921 -93%
W
2914
WealthCollab
Washington
$119K -$2.92K -11 -2%
MS
2915
Mizuho Securities
Japan
$117K +$122K +460 New
TCM
2916
TruNorth Capital Management
Michigan
$113K +$93.1K +351 +382%
SC
2917
Stephens Consulting
Michigan
$112K – – –
CB
2918
Chris Bulman
California
$112K +$116K +438 New
GKIM
2919
GW&K Investment Management
Massachusetts
$111K +$5.04K +19 +5%
CIAS
2920
CBIZ Investment Advisory Services
Ohio
$109K -$26.5K -100 -19%
BWAM
2921
Boyd Watterson Asset Management
Ohio
$109K -$3.98K -15 -3%
FMP
2922
Financial Management Professionals
Texas
$108K -$67.1K -253 -37%
TCA
2923
Trifecta Capital Advisors
Illinois
$108K +$47K +177 +72%
IWP
2924
IAG Wealth Partners
Wisconsin
$106K -$110K -413 -50%
IWA
2925
IBEX Wealth Advisors
New Jersey
$105K -$1.09M -4,096 -91%
115 116
117
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