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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1901
Fairhaven Wealth Management
Illinois
$245K – – –
PFA
1902
Pathway Financial Advisors
Vermont
$244K – – –
EPP
1903
ETF Portfolio Partners
Kansas
$243K – – –
CA
1904
Cambridge Advisors
Nebraska
$242K – – –
CIA
1905
CSat Investment Advisory
Michigan
$241K -$309K -1,442 -56%
TA
1906
Thor Advisors
New York
$241K +$240K +1,121 New
HIIFS
1907
Harel Insurance Investments & Financial Services
Israel
$239K -$246K -1,147 -51%
BMM
1908
Buffington Mohr McNeal
Idaho
$239K +$238K +1,112 New
TI
1909
Tidal Investments
Wisconsin
$239K +$238K +1,112 New
CISOA
1910
Capital Investment Services of America
Wisconsin
$238K – – –
CCA
1911
Conservest Capital Advisors
Pennsylvania
$237K -$35.6K -166 -13%
IMOV
1912
Investment Management of Virginia
Virginia
$237K -$10.7K -50 -4%
BCB
1913
Brian C. Broderick
$237K +$236K +1,100 New
CCM
1914
Chilton Capital Management
Texas
$236K -$64.3K -300 -21%
TPW
1915
Tiller Private Wealth
Pennsylvania
$236K – – –
EI
1916
Ellevest Inc
New York
$235K -$7.83M -36,504 -97%
CWM
1917
Connecticut Wealth Management
Connecticut
$235K +$214 +1 +0.1%
ACG
1918
Allen Capital Group
Nebraska
$235K +$643 +3 +0.3%
MIS
1919
Morningstar Investment Services
Illinois
$235K +$9.43K +44 +4%
PCM
1920
Prelude Capital Management
New York
$235K +$234K +1,093 New
NPPM
1921
North Point Portfolio Managers
Ohio
$233K – – –
PFO
1922
Pathstone Family Office
New Jersey
$232K – – –
SPL
1923
Smart Portfolios LLC
Washington
$231K – – –
SWA
1924
SFMG Wealth Advisors
Texas
$231K +$858 +4 +0.4%
BCM
1925
Beck Capital Management
Texas
$230K +$12.9K +60 +6%
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77
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