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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
GLI
1501
Guardian Life Insurance
New York
$289K – – –
LI
1502
Lafayette Investments
Maryland
$288K – – –
BAAM
1503
Baker Avenue Asset Management
California
$288K +$21.2K +135 +8%
PHAM
1504
Palisades Hudson Asset Management
Florida
$287K – – –
MC
1505
Menta Capital
California
$285K -$296K -1,888 -51%
DWM
1506
Destination Wealth Management
California
$284K +$5.64K +36 +2%
SFG
1507
Summit Financial Group
West Virginia
$283K +$8.46K +54 +3%
CIS
1508
Connors Investor Services
Pennsylvania
$283K +$283K +1,805 New
BCB
1509
Brian C. Broderick
$282K – – –
FM
1510
Family Management
New York
$282K +$283K +1,803 New
STB
1511
S&T Bank
Pennsylvania
$281K – – –
CCM
1512
Copeland Capital Management
Pennsylvania
$280K -$3.92K -25 -1%
AAS
1513
Annex Advisory Services
Wisconsin
$280K – – –
PP
1514
Pegasus Partners
Wisconsin
$277K +$277K +1,768 New
JSL
1515
JT Stratford LLC
Georgia
$274K -$40.3K -257 -13%
AWE
1516
Avidian Wealth Enterprises
Texas
$272K -$5.64K -36 -2%
AIM
1517
Allen Investment Management
New York
$270K – – –
NFG
1518
Nations Financial Group
Iowa
$269K -$118K -756 -31%
KFA
1519
Kelleher Financial Advisors
New York
$269K – – –
CA
1520
Continuum Advisory
Idaho
$269K +$27.4K +175 +11%
ZB
1521
Zions Bancorporation
Utah
$269K +$108K +691 +68%
EWM
1522
Empirical Wealth Management
Washington
$267K +$7.84K +50 +3%
FDS
1523
First Dallas Securities
Texas
$266K – – –
SBL
1524
Sargent Bickham Lagudis
Colorado
$266K +$9.4K +60 +4%
MTIM
1525
Marathon Trading Investment Management
Pennsylvania
$266K +$266K +1,700 New
59 60
61
62 63