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McDonald's

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
1926
O'Shaughnessy Asset Management
Connecticut
$307K +$303K +1,526 +5,652%
WOC
1927
West Oak Capital
California
$306K -$14.9K -75 -5%
ACM
1928
Ategra Capital Management
Virginia
$306K -$62.1K -313 -17%
FWCM
1929
First Western Capital Management
California
$304K
TCM
1930
Tradewinds Capital Management
Washington
$304K +$72.4K +365 +31%
TF
1931
Trek Financial
Arizona
$303K -$198 -1 -0.1%
PA
1932
Paragon Advisors
Texas
$303K +$290K +1,463 New
GAM
1933
Gemmer Asset Management
California
$301K +$3.97K +20 +1%
CWM
1934
Campbell Wealth Management
Virginia
$298K
CPC
1935
Consolidated Planning Corp
Georgia
$298K +$299K +1,507 New
SHGA
1936
Sand Hill Global Advisors
California
$297K +$10.3K +52 +4%
AL
1937
AJO LP
Pennsylvania
$296K -$10.2M -51,178 -97%
BCM
1938
Bienville Capital Management
New York
$296K
JGUA
1939
John G. Ullman & Associates
New York
$296K
BCB
1940
Brian C. Broderick
$296K +$79.3K +400 +36%
TCWM
1941
Total Clarity Wealth Management
Illinois
$296K +$297K +1,498 New
WIM
1942
Wittenberg Investment Management
Massachusetts
$295K
LDFR
1943
Lehman & Derafelo Financial Resources
Pennsylvania
$295K +$21.4K +108 +8%
AWS
1944
Arkfeld Wealth Strategies
Nebraska
$295K +$273K +1,375 New
PCM
1945
Princeton Capital Management
New Jersey
$294K -$199K -1,002 -42%
CCM
1946
Carlson Capital Management
Minnesota
$291K
MSFP
1947
Mark Sheptoff Financial Planning
Connecticut
$291K +$19.8K +100 +7%
TCBWMS
1948
Texas Capital Bank Wealth Management Services
Texas
$290K +$291K +1,468 New
KIC
1949
Keating Investment Counselors
Florida
$289K -$79.3K -400 -21%
RTS
1950
Round Table Services
New Jersey
$289K +$290K +1,461 New