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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1901
Elite Wealth Management
Washington
$228K – – –
TPW
1902
Tiller Private Wealth
Pennsylvania
$228K – – –
TC
1903
Trilogy Capital
California
$227K +$211K +1,066 New
CWM
1904
Connecticut Wealth Management
Connecticut
$227K +$217K +1,095 New
NPPM
1905
North Point Portfolio Managers
Ohio
$226K – – –
LFA
1906
Landmark Financial Advisors
Kentucky
$224K -$40.4K -204 -16%
LFA
1907
Legend Financial Advisors
Pennsylvania
$224K -$12.7K -64 -6%
PFO
1908
Pathstone Family Office
New Jersey
$224K – – –
CGA
1909
Crescent Grove Advisors
Illinois
$223K -$2.77K -14 -1%
LWM
1910
Liberty Wealth Management
California
$223K +$89.1K +450 +72%
BCA
1911
Berman Capital Advisors
Georgia
$222K +$36.8K +186 +21%
BCM
1912
Breiter Capital Management
Florida
$220K +$210K +1,058 New
MKC
1913
M. Kraus & Co
Vermont
$219K – – –
DDPIC
1914
Deroy & Devereaux Private Investment Counsel
Michigan
$218K -$23.8K -120 -10%
OAM
1915
Oberweis Asset Management
Illinois
$218K +$208K +1,049 New
MIS
1916
Morningstar Investment Services
Illinois
$218K +$208K +1,051 New
FSC
1917
Full Sail Capital
Oklahoma
$217K -$28.1K -142 -13%
MCP
1918
Mirador Capital Partners
California
$216K +$206K +1,038 New
KFS
1919
Kelly Financial Services
Massachusetts
$215K +$198 +1 +0.1%
PI
1920
PHH Investments
Texas
$213K -$42.2K -213 -17%
FCA
1921
FinTrust Capital Advisors
South Carolina
$213K -$22.4K -113 -10%
KC
1922
Kingfisher Capital
North Carolina
$213K -$19.6K -99 -9%
SHWM
1923
Smith & Howard Wealth Management
Georgia
$212K -$19K -96 -9%
BAMG
1924
Brand Asset Management Group
Missouri
$212K – – –
TIM
1925
Total Investment Management
Arizona
$212K +$196K +991 New
75 76
77
78 79