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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
1926
Financial Enhancement Group
Indiana
$164K +$36.3K +200 +30%
MGIA
1927
Moneta Group Investment Advisors
Missouri
$163K -$331K -1,823 -68%
BWA
1928
Burt Wealth Advisors
Maryland
$161K – – –
TC
1929
Truvestments Capital
Florida
$158K +$151K +831 New
ACM
1930
AUA Capital Management
Pennsylvania
$155K – – –
CWM
1931
Cranbrook Wealth Management
Michigan
$155K – – –
PWM
1932
PRW Wealth Management
Massachusetts
$151K -$11.1K -61 -7%
MWM
1933
Mascoma Wealth Management
New Hampshire
$146K – – –
VCM
1934
Vigilant Capital Management
Maine
$144K -$6.35K -35 -4%
NC
1935
NewSquare Capital
Pennsylvania
$144K – – –
QT
1936
Quantamental Technologies
New York
$142K -$64.1K -353 -32%
FC
1937
Ferris Capital
Massachusetts
$140K -$726 -4 -0.5%
TVWM
1938
Tower View Wealth Management
Wisconsin
$139K +$64.4K +355 +95%
IWP
1939
Icon Wealth Partners
Texas
$138K -$321K -1,770 -71%
QCIG
1940
Quad-Cities Investment Group
Iowa
$133K – – –
CG
1941
Cutler Group
California
$132K +$127K +700 New
AWMF
1942
Arbor Wealth Management (Florida)
Florida
$130K +$45.4K +250 +57%
BWA
1943
BDO Wealth Advisors
Florida
$129K +$24.7K +136 +25%
MFT
1944
Moisand Fitzgerald Tamayo
Florida
$127K – – –
LWS
1945
Lucia Wealth Services
California
$127K +$67.5K +372 +126%
CPA
1946
Cowen Prime Advisors
New York
$126K – – –
TFGT
1947
TS Financial Group (TSFG)
Illinois
$119K +$113K +625 New
W
1948
WealthStone
Ohio
$119K +$114K +628 New
LWM
1949
Liberty Wealth Management
California
$118K +$544 +3 +0.5%
WA
1950
WP Advisors
California
$115K +$109K +603 New
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78
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