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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
3051
AGH Wealth Advisors
Kansas
$230K +$236K +793 New
NCTC
3052
New Covenant Trust Company
Indiana
$230K -$5.07K -17 -2%
RFP
3053
Root Financial Partners
California
$229K +$236K +790 New
MKW
3054
Mullaney, Keating & Wright
Connecticut
$229K – – –
LAM
3055
Lifestyle Asset Management
Texas
$229K +$16.1K +54 +7%
TWD
3056
True Wealth Design
Ohio
$227K +$2.39K +8 +1%
HIM
3057
Hanlon Investment Management
New Jersey
$227K +$25.6K +86 +12%
CSIA
3058
Conrad Siegel Investment Advisors
Pennsylvania
$227K +$234K +784 New
CIA
3059
Cape Investment Advisory
Georgia
$227K -$14.9K -50 -6%
TIA
3060
Tandem Investment Advisors
South Carolina
$227K +$20K +67 +9%
TPBG
3061
Turning Point Benefit Group
Maryland
$227K +$238K +799 New
MEAC
3062
M.E. Allison & Co
Texas
$227K +$233K +781 New
SA
3063
Sylvest Advisors
Texas
$226K +$233K +780 New
CWMGP
3064
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$226K -$596 -2 -0.3%
ACC
3065
Acorn Creek Capital
Colorado
$225K +$4.17K +14 +2%
TP
3066
Tranquility Partners
Tennessee
$225K +$298 +1 +0.1%
BFS
3067
Beacon Financial Strategies
North Carolina
$225K – – –
WFG
3068
Wills Financial Group
Virginia
$225K – – –
RW
3069
RVW Wealth
California
$225K +$596 +2 +0.3%
FVWA
3070
Foster Victor Wealth Advisors
South Carolina
$224K -$20.3K -68 -8%
PCWA
3071
Pacific Capital Wealth Advisors
California
$224K -$1.79K -6 -0.8%
SSWM
3072
Strait & Sound Wealth Management
California
$224K – – –
OAS
3073
Optivise Advisory Services
Tennessee
$224K +$230K +771 New
RW
3074
Regimen Wealth
Georgia
$223K -$298 -1 -0.1%
EWM
3075
Elevatus Welath Management
New York
$223K +$11.6K +39 +5%
121 122
123
124 125