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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1926
Cranbrook Wealth Management
Michigan
$155K – – –
PWM
1927
PRW Wealth Management
Massachusetts
$151K -$11.1K -61 -7%
MWM
1928
Mascoma Wealth Management
New Hampshire
$146K – – –
VCM
1929
Vigilant Capital Management
Maine
$144K -$6.35K -35 -4%
NC
1930
NewSquare Capital
Pennsylvania
$144K – – –
QT
1931
Quantamental Technologies
New York
$142K -$64.1K -353 -32%
FC
1932
Ferris Capital
Massachusetts
$140K -$726 -4 -0.5%
TVWM
1933
Tower View Wealth Management
Wisconsin
$139K +$64.4K +355 +95%
IWP
1934
Icon Wealth Partners
Texas
$138K -$321K -1,770 -71%
QCIG
1935
Quad-Cities Investment Group
Iowa
$133K – – –
CG
1936
Cutler Group
California
$132K +$127K +700 New
AWMF
1937
Arbor Wealth Management (Florida)
Florida
$130K +$45.4K +250 +57%
BWA
1938
BDO Wealth Advisors
Florida
$129K +$24.7K +136 +25%
MFT
1939
Moisand Fitzgerald Tamayo
Florida
$127K – – –
LWS
1940
Lucia Wealth Services
California
$127K +$67.5K +372 +126%
CPA
1941
Cowen Prime Advisors
New York
$126K – – –
TFGT
1942
TS Financial Group (TSFG)
Illinois
$119K +$113K +625 New
W
1943
WealthStone
Ohio
$119K +$114K +628 New
LWM
1944
Liberty Wealth Management
California
$118K +$544 +3 +0.5%
TCCM
1945
Timber Creek Capital Management
Massachusetts
$110K – – –
IRC
1946
Investors Research Corp
Georgia
$109K +$104K +574 New
EWM
1947
Elmwood Wealth Management
California
$104K -$2.36K -13 -2%
RCC
1948
Red Cedar Capital
Nebraska
$104K – – –
SIS
1949
Sound Income Strategies
Florida
$100K -$32.1K -177 -25%
SFA
1950
Semmax Financial Advisors
North Carolina
$99K -$18.1K -100 -16%
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78
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