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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
3201
Moller Wealth Partners
$232K +$238K +748 New
CI
3202
Ceera Investments
Texas
$232K – – –
MSFP
3203
Mark Sheptoff Financial Planning
Connecticut
$232K -$112K -350 -30%
MC
3204
Middleton & Co
Massachusetts
$232K – – –
CFP
3205
Curran Financial Partners
South Carolina
$232K +$237K +745 New
WFA
3206
Wellspring Financial Advisors
Ohio
$231K -$31.9K -100 -12%
MWM
3207
Manske Wealth Management
Texas
$231K – – –
CIG
3208
Cascade Investment Group
Colorado
$231K – – –
DFG
3209
Dynamic Financial Group
Iowa
$231K – – –
EPW
3210
Endeavor Private Wealth
Kansas
$230K -$34.1K -107 -13%
MWPCG
3211
Measured Wealth Private Client Group
New Hampshire
$230K +$4.46K +14 +2%
CWA
3212
Cornerstone Wealth Advisors
Minnesota
$229K – – –
CTWM
3213
Cherry Tree Wealth Management
Minnesota
$229K -$48.7K -153 -17%
WCG
3214
Weaver Consulting Group
California
$229K -$21K -66 -8%
WMP
3215
Wealth Management Partners
Arizona
$229K +$235K +737 New
HIIFS
3216
Harel Insurance Investments & Financial Services
Israel
$229K +$159K +500 +211%
SSWG
3217
Seven Springs Wealth Group
Tennessee
$228K – – –
RFG
3218
REAP Financial Group
Texas
$228K +$45.6K +143 +24%
TWM
3219
Triton Wealth Management
Arizona
$228K – – –
BCPWM
3220
Bradley & Co Private Wealth Management
Florida
$228K – – –
LTAS
3221
Linden Thomas Advisory Services
North Carolina
$228K -$5.42K -17 -2%
SCP
3222
Stevens Capital Partners
Nebraska
$227K +$233K +732 New
APIM
3223
Agate Pass Investment Management
Washington
$227K – – –
O3W
3224
Omni 360 Wealth
New Jersey
$227K – – –
GKIM
3225
GW&K Investment Management
Massachusetts
$227K +$5.73K +18 +3%
127 128
129
130 131