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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
3026
Fonville Wealth Management
Virginia
$279K +$9.19K +30 +3%
CWA
3027
Continuum Wealth Advisors
New York
$279K – – –
SCM
3028
Sage Capital Management
New Jersey
$279K -$27K -88 -9%
PFA
3029
Perryman Financial Advisory
Texas
$279K +$279K +912 New
APM
3030
a16z Perennial Management
California
$277K +$306 +1 +0.1%
GRQ
3031
Gardner Russo & Quinn
Pennsylvania
$277K +$61.3K +200 +28%
CWMGO
3032
Capstone Wealth Management Group (Oregon)
Oregon
$276K -$237K -775 -46%
CC
3033
Corsicana & Co
Texas
$275K – – –
SIA
3034
Sage Investment Advisers
New York
$275K +$276K +900 New
TPW
3035
Transatlantique Private Wealth
New York
$275K – – –
OWA
3036
Octavia Wealth Advisors
Ohio
$275K -$48.1K -157 -15%
VC
3037
Vicus Capital
Pennsylvania
$274K -$9.8K -32 -3%
TC
3038
Tannin Capital
North Carolina
$274K +$274K +895 New
GCM
3039
Graver Capital Management
Ohio
$273K – – –
RTC
3040
Riverview Trust Company
Washington
$273K – – –
RYIA
3041
Roehl & Yi Investment Advisors
Oregon
$273K -$1.23K -4 -0%
BM
3042
Berman McAleer
Maryland
$273K -$32.8K -107 -11%
TWD
3043
True Wealth Design
Ohio
$273K +$6.74K +22 +3%
PG
3044
Patten Group
Tennessee
$272K -$11.6K -38 -4%
CTWM
3045
Cherry Tree Wealth Management
Minnesota
$272K – – –
SIA
3046
SeaBridge Investment Advisors
New Jersey
$272K – – –
KI
3047
KTF Investments
California
$272K +$273K +890 New
LPFG
3048
Landing Point Financial Group
Ohio
$272K +$21.4K +70 +9%
TFS
3049
Targeted Financial Services
Florida
$271K +$269K +877 New
PRI
3050
Prepared Retirement Institute
Pennsylvania
$271K -$2.45K -8 -0.9%
120 121
122
123 124