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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
SPFA
3126
Summit Place Financial Advisors
New Jersey
$214K +$11.4K +37 +5%
TC
3127
Truvestments Capital
Florida
$212K -$15.7K -51 -7%
SWIM
3128
Smallwood Wealth Investment Management
New Jersey
$212K +$925 +3 +0.4%
KW
3129
Keyvantage Wealth
Pennsylvania
$212K -$36.1K -117 -14%
KIA
3130
Knollwood Investment Advisory
Maryland
$212K – – –
TCM
3131
Tandem Capital Management
New Jersey
$212K – – –
PIMG
3132
Patriot Investment Management Group
Tennessee
$210K -$216K -702 -49%
SCA
3133
Southern Capital Advisors
Tennessee
$210K – – –
PA
3134
Planning Alternatives
Michigan
$210K -$20K -65 -8%
RPGNY
3135
Retirement Planning Group (New York)
New York
$209K – – –
HIS
3136
Horizon Investment Services
Indiana
$209K – – –
AFP
3137
Alpha Financial Partners
Kentucky
$209K -$17.3K -56 -7%
NPF
3138
Norris Perne & French
Michigan
$209K +$925 +3 +0.4%
SFA
3139
Seneca Financial Advisors
New York
$209K -$22.2K -72 -9%
GMFG
3140
Greater Midwest Financial Group
Minnesota
$209K -$617 -2 -0.3%
QFW
3141
QTR Family Wealth
Florida
$209K +$220K +714 New
CCIA
3142
Cherry Creek Investment Advisors
Colorado
$208K +$1.23K +4 +0.6%
PWP
3143
Parkwoods Wealth Partners
New York
$207K – – –
BDPWM
3144
Barnes Dennig Private Wealth Management
Ohio
$207K +$3.7K +12 +2%
FFA
3145
Frazier Financial Advisors
Ohio
$207K +$32.7K +106 +18%
OWM
3146
OneAscent Wealth Management
Alabama
$207K +$16.6K +54 +8%
PPA
3147
Pacific Point Advisors
California
$207K -$3.39K -11 -2%
HCP
3148
Hardin Capital Partners
South Carolina
$207K +$214K +695 New
SRWM
3149
Shira Ridge Wealth Management
California
$207K – – –
MM
3150
Meridian Management
Arkansas
$206K -$4.93K -16 -2%
124 125
126
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