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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
3126
NewSquare Capital
Pennsylvania
$218K +$57.5K +189 +36%
PIMG
3127
Patriot Investment Management Group
Tennessee
$218K -$913 -3 -0.4%
BWA
3128
BlueSky Wealth Advisors
North Carolina
$218K +$218K +717 New
RPGNY
3129
Retirement Planning Group (New York)
New York
$218K – – –
PWP
3130
Parkwoods Wealth Partners
New York
$218K +$1.83K +6 +0.8%
SWA
3131
Safir Wealth Advisors
New Hampshire
$217K -$63.3K -208 -23%
SFA
3132
Seneca Financial Advisors
New York
$217K – – –
FFA
3133
Fi3 Financial Advisors
Indiana
$217K +$218K +715 New
SHFP
3134
Second Half Financial Partners
Florida
$216K +$2.13K +7 +1%
OWM
3135
OneAscent Wealth Management
Alabama
$215K – – –
C
3136
Covestor
United Kingdom
$215K -$39.3K -129 -15%
AFWM
3137
AMJ Financial Wealth Management
Virginia
$215K -$169K -556 -44%
GRQ
3138
Gardner Russo & Quinn
Pennsylvania
$214K – – –
FFG
3139
Fortress Financial Group
Minnesota
$214K +$1.22K +4 +0.6%
BC
3140
Barrett & Company
Rhode Island
$214K -$55.7K -183 -21%
SW
3141
StrongBox Wealth
Missouri
$214K +$214K +704 New
RWS
3142
Resolute Wealth Strategies
Mississippi
$214K -$63.9K -210 -23%
RFA
3143
ROI Financial Advisors
Oregon
$214K -$35.6K -117 -14%
CFO
3144
Custos Family Office
Texas
$214K +$214K +703 New
FWA
3145
Flagship Wealth Advisors
Massachusetts
$214K +$9.44K +31 +5%
LGA
3146
Lebenthal Global Advisors
New York
$213K -$8.83K -29 -4%
SIM
3147
Studio Investment Management
Illinois
$213K – – –
MWM
3148
Manske Wealth Management
Texas
$213K – – –
WIM
3149
Waverton Investment Management
United Kingdom
$213K – – –
GKIM
3150
GW&K Investment Management
Massachusetts
$213K +$18K +59 +9%
124 125
126
127 128