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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
3001
Concorde Asset Management
Michigan
$251K +$253K +832 New
TIM
3002
Thompson Investment Management
Wisconsin
$251K – – –
SWRP
3003
Summit Wealth & Retirement Planning
California
$250K +$913 +3 +0.4%
NEPPG
3004
New England Professional Planning Group
Rhode Island
$250K – – –
AMG
3005
Advisors Management Group
Wisconsin
$250K – – –
CWA
3006
Cura Wealth Advisors
Illinois
$249K -$27.7K -91 -10%
HAFS
3007
Hapanowicz & Associates Financial Services
Pennsylvania
$249K – – –
WWMSC
3008
Wagner Wealth Management (South Carolina)
South Carolina
$249K +$913 +3 +0.4%
AT
3009
Avalon Trust
New Mexico
$249K +$1.22K +4 +0.5%
LPFG
3010
Landing Point Financial Group
Ohio
$249K +$249K +819 New
OPTFSNA
3011
Old Point Trust & Financial Services N A
Virginia
$249K -$30.4K -100 -11%
BA
3012
Ballast Advisors
Minnesota
$249K -$27.1K -89 -10%
SLG
3013
Stanley-Laman Group
Pennsylvania
$248K -$229K -754 -48%
PCTC
3014
Perkins Coie Trust Company
Washington
$248K -$230K -755 -48%
EWP
3015
Equity Wealth Partners
Missouri
$248K +$249K +817 New
WPW
3016
Watershed Private Wealth
Illinois
$247K -$913 -3 -0.4%
NQWM
3017
Northwest Quadrant Wealth Management
Oregon
$247K +$1.52K +5 +0.6%
FPW
3018
Flywheel Private Wealth
California
$247K – – –
EWM
3019
Elevatus Welath Management
New York
$247K +$913 +3 +0.4%
ACA
3020
Aspire Capital Advisors
Washington
$247K -$89.2K -293 -27%
UFF
3021
USA Financial Formulas
Michigan
$247K +$247K +812 New
MCM
3022
Mendel Capital Management
Arkansas
$247K +$1.22K +4 +0.5%
PCP
3023
Perbak Capital Partners
United Kingdom
$246K +$247K +811 New
WCG
3024
Weaver Consulting Group
California
$246K +$2.44K +8 +1%
HWP
3025
Hibernia Wealth Partners
Louisiana
$246K -$422K -1,386 -63%
119 120
121
122 123