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McDonald's

Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
1926
Legacy Wealth Asset Management
Minnesota
$551K -$377K -1,475 -38%
GTAM
1927
Global Trust Asset Management
Florida
$551K -$16.4K -64 -3%
PI
1928
PineBridge Investments
New York
$549K -$104K -408 -15%
PP
1929
PDS Planning
Ohio
$549K +$5.37K +21 +0.9%
PFA
1930
Pure Financial Advisors
California
$549K +$82.3K +322 +16%
CCA
1931
Column Capital Advisors
Indiana
$545K – – –
TIA
1932
Tiemann Investment Advisors
California
$542K – – –
CST
1933
Charles Schwab Trust
Nevada
$542K +$6.39K +25 +1%
AWMT
1934
AAFMAA Wealth Management & Trust
North Carolina
$542K +$601K +2,350 New
BI
1935
Ballast Inc
Kentucky
$541K – – –
DIM
1936
Delta Investment Management
California
$538K – – –
WSC
1937
Wellington Shields & Co
New York
$538K +$2.3K +9 +0.4%
GC
1938
Garde Capital
Washington
$537K – – –
HI
1939
Hudock Inc
Pennsylvania
$536K -$5.11K -20 -0.9%
SCP
1940
Silverleafe Capital Partners
Tennessee
$536K -$2.81K -11 -0.5%
CCB
1941
Cutter & Co Brokerage
Missouri
$536K +$511 +2 +0.1%
PA
1942
PSI Advisors
Florida
$534K -$225K -882 -28%
KWM
1943
Keebeck Wealth Management
Illinois
$534K – – –
RIM
1944
Regent Investment Management
Kentucky
$534K – – –
VCM
1945
Vigilant Capital Management
Maine
$533K -$28.6K -112 -5%
GWM
1946
Greenwich Wealth Management
Connecticut
$533K +$33.5K +131 +6%
CPA
1947
Capital Planning Advisors
California
$533K +$273K +1,068 +86%
RIS
1948
Retirement Income Solutions
Michigan
$532K – – –
DOA
1949
D'Orazio & Associates
Virginia
$532K +$157K +616 +36%
MMHP
1950
Murphy Middleton Hinkle & Parker
Georgia
$531K – – –