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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
TGAM
1926
TBH Global Asset Management
Tennessee
$344K +$3.29K +16 +1%
WAS
1927
Winch Advisory Services
Wisconsin
$342K +$4.93K +24 +2%
PWA
1928
Physician Wealth Advisors
Utah
$341K +$411 +2 +0.1%
WOC
1929
West Oak Capital
California
$340K – – –
MC
1930
Middleton & Co
Massachusetts
$339K -$11.7K -57 -4%
CPC
1931
Consolidated Planning Corp
Georgia
$337K – – –
SAM
1932
Secure Asset Management
Michigan
$337K +$12.1K +59 +4%
PWS
1933
Peloton Wealth Strategists
Indiana
$337K +$29.2K +142 +10%
GAG
1934
GM Advisory Group
New York
$335K – – –
ACM
1935
Ategra Capital Management
Virginia
$335K +$1.23K +6 +0.4%
FWCM
1936
First Western Capital Management
California
$334K -$2.26K -11 -0.7%
RZH
1937
Relyea Zuckerberg Hanson
Connecticut
$332K +$1.44K +7 +0.5%
TF
1938
Trek Financial
Arizona
$331K -$821 -4 -0.3%
TCM
1939
Tradewinds Capital Management
Washington
$331K +$10.3K +50 +3%
PCM
1940
Poehling Capital Management
Wisconsin
$330K -$56.3K -274 -15%
CAGAS
1941
Capital Advisory Group Advisory Services
Minnesota
$329K -$2.05K -10 -0.7%
PFA
1942
Pathway Financial Advisors
Vermont
$329K – – –
SFS
1943
Summit Financial Strategies
Ohio
$328K -$14.6K -71 -5%
MSFP
1944
Mark Sheptoff Financial Planning
Connecticut
$328K +$45.2K +220 +17%
FRM
1945
Fox Run Management
Connecticut
$327K -$152K -741 -33%
PC
1946
Permanens Capital
New York
$327K +$113K +550 +58%
LI
1947
Lafayette Investments
Maryland
$326K -$20.5K -100 -6%
BFG
1948
Barber Financial Group
Kansas
$322K -$5.34K -26 -2%
TCBWMS
1949
Texas Capital Bank Wealth Management Services
Texas
$322K -$411 -2 -0.1%
WA
1950
Wealth Architects
California
$320K -$61.4K -299 -17%
76 77
78
79 80