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McDonald's

Name Holding Trade Value Shares
Change
Change in
Stake
FPI
2901
Financial Plan Inc
Washington
$322K – – –
BDFN
2902
Bond & Devick Financial Network
Minnesota
$321K +$30.3K +95 +10%
FWM
2903
Fonville Wealth Management
Virginia
$320K +$36.3K +114 +12%
WHCI
2904
W.H. Cornerstone Investments
Massachusetts
$320K +$328K +1,028 New
EGA
2905
E&G Advisors
Texas
$319K +$6.37K +20 +2%
LWPC
2906
Legacy Wealth Partners (Colorado)
Colorado
$319K +$14K +44 +4%
AGP
2907
Aspire Growth Partners
Florida
$319K +$1.91K +6 +0.6%
RDFA
2908
Ritter Daniher Financial Advisory
Ohio
$319K +$319 +1 +0.1%
AP
2909
Advisortrust Partners
North Carolina
$318K +$51K +160 +19%
SCA
2910
Sulzberger Capital Advisors
Florida
$318K – – –
BWS
2911
Buck Wealth Strategies
Colorado
$318K +$100K +315 +44%
HWMC
2912
Heritage Wealth Management (California)
California
$317K -$637 -2 -0.2%
GP
2913
GLR Partners
Maryland
$317K +$325K +1,021 New
HIS
2914
Harvest Investment Services
Illinois
$317K -$36K -113 -10%
AA
2915
Advisory Advocates
Michigan
$317K -$45.2K -142 -12%
TWA
2916
Tulsa Wealth Advisors
Oklahoma
$316K -$443K -1,391 -58%
EB
2917
Emprise Bank
Kansas
$316K -$10.5K -33 -3%
CWA
2918
Cura Wealth Advisors
Illinois
$316K +$637 +2 +0.2%
GAM
2919
Gemmer Asset Management
California
$316K -$24.5K -77 -7%
BGAI
2920
Bruce G. Allen Investments
Colorado
$315K -$6.69K -21 -2%
PPC
2921
Park Place Capital
Alabama
$314K +$293K +919 +999%
AMPWP
2922
Alvarez & Marsal Private Wealth Partners
Florida
$314K +$322K +1,010 New
APWA
2923
Atlas Private Wealth Advisors
New Jersey
$314K -$51.9K -163 -14%
HNW
2924
High Note Wealth
Minnesota
$313K +$7.65K +24 +2%
JFGLC
2925
Johnson Financial Group LLC (Colorado)
Colorado
$313K +$320K +1,006 New