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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
KL
1801
KWMG LLC
Kansas
$52K +$54K +333 New
LWS
1802
Lucia Wealth Services
California
$51K -$4.7K -29 -8%
NPP
1803
New Potomac Partners
Maryland
$51K – – –
TFO
1804
Tarbox Family Office
California
$49K – – –
FGAM
1805
Financial Gravity Asset Management
Texas
$49K +$14.4K +89 +40%
TVWM
1806
Tower View Wealth Management
Wisconsin
$48K -$2.92K -18 -6%
FPS
1807
Fieldpoint Private Securities
Connecticut
$47K – – –
WIM
1808
Westside Investment Management
California
$43.1K – – –
WA
1809
WealthTrust-Arizona
Arizona
$42K -$3.4K -21 -7%
CFA
1810
Camarda Financial Advisors
Florida
$42K – – –
MCM
1811
Mainstay Capital Management
Michigan
$41K – – –
PCFFS
1812
Pacific Center for Financial Services
California
$41K – – –
AWM
1813
AllSquare Wealth Management
New York
$40K +$11.8K +73 +40%
BWP
1814
Baldwin Wealth Partners
Massachusetts
$39K +$12.2K +75 +44%
TG
1815
TLP Group
Illinois
$38K +$38.9K +240 New
CIM
1816
Contravisory Investment Management
Massachusetts
$37K – – –
BCI
1817
Brinker Capital Investments
Pennsylvania
$37K +$4.86K +30 +15%
PRS
1818
Pinkerton Retirement Specialists
Idaho
$37K +$15.6K +96 +69%
IF
1819
Ironwood Financial
Arizona
$33K -$324 -2 -0.9%
FWM
1820
Focused Wealth Management
New York
$32K +$13K +80 +66%
BA
1821
Ballew Advisors
Mississippi
$31K – – –
BCM
1822
Blume Capital Management
California
$31K – – –
GSC
1823
G&S Capital
Colorado
$31K – – –
MPPLM
1824
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$31K – – –
PW
1825
Price Wealth
Texas
$29K +$19.8K +122 +188%
71 72
73
74 75