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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
3101
Mendel Capital Management
Arkansas
$255K +$261K +819 New
WAOI
3102
Wealth Advisors of Iowa
Iowa
$254K +$637 +2 +0.2%
EWP
3103
Equity Wealth Partners
Missouri
$254K +$319 +1 +0.1%
PA
3104
Powerhouse Assets
Massachusetts
$254K – – –
RPGNY
3105
Retirement Planning Group (New York)
New York
$254K +$32.2K +101 +14%
MF
3106
Montis Financial
Massachusetts
$254K -$148K -466 -36%
CSIA
3107
Conrad Siegel Investment Advisors
Pennsylvania
$254K -$1.59K -5 -0.6%
PCTC
3108
Perkins Coie Trust Company
Washington
$254K – – –
SFPG
3109
Stonebridge Financial Planning Group
Florida
$254K +$2.55K +8 +1%
AFP
3110
Alpha Financial Partners
Kentucky
$254K -$7.96K -25 -3%
TCMP
3111
Thrive Capital Management (Pennsylvania)
Pennsylvania
$253K -$5.42K -17 -2%
PWS
3112
Proactive Wealth Strategies
Georgia
$253K +$260K +815 New
CMBA
3113
C.M. Bidwell & Associates
Hawaii
$253K -$956 -3 -0.4%
RA
3114
Rockingstone Advisors
Massachusetts
$253K +$23.9K +75 +10%
FPW
3115
Flywheel Private Wealth
California
$253K – – –
SWM
3116
Stronghold Wealth Management
Florida
$253K +$2.87K +9 +1%
SA
3117
Stewardship Advisors
Pennsylvania
$252K – – –
FPTW
3118
Franklin, Parlapiano, Turner & Welch
Texas
$252K – – –
KOC
3119
Koss-Olinger Consulting
Florida
$251K -$176K -554 -41%
MWM
3120
MorganRosel Wealth Management
Colorado
$250K – – –
EA
3121
Emerald Advisors
Washington
$250K -$22K -69 -8%
AWM
3122
Activest Wealth Management
Florida
$250K +$76.1K +239 +42%
AGC
3123
Aspen Grove Capital
Colorado
$250K +$956 +3 +0.4%
AWM
3124
Adams Wealth Management
Utah
$250K – – –
CI
3125
CacheTech Inc
Utah
$250K – – –
123 124
125
126 127