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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1926
BOS Asset Management
Illinois
$708K – – –
CFG
1927
Cooper Financial Group
California
$708K +$74.7K +262 +11%
FPWM
1928
FSB Premier Wealth Management
Iowa
$707K – – –
W
1929
Wealthquest
Ohio
$707K +$60.7K +213 +9%
9WM
1930
9258 Wealth Management
Ohio
$707K -$1.43K -5 -0.2%
SAF
1931
Smith Anglin Financial
Texas
$705K +$2.57K +9 +0.3%
V
1932
ViaWealth
Kansas
$703K -$4.28K -15 -0.6%
IBOK
1933
Independence Bank of Kentucky
Kentucky
$702K +$61.6K +216 +9%
WP
1934
WealthSource Partners
California
$700K -$29.7K -104 -4%
VPP
1935
Vertex Planning Partners
Illinois
$698K -$23.1K -81 -3%
SFG
1936
Summit Financial Group
West Virginia
$697K -$43.1K -151 -5%
AI
1937
Arrien Investments
Idaho
$697K +$27.7K +97 +4%
FWM
1938
Fairhaven Wealth Management
Illinois
$696K -$1.14K -4 -0.2%
GPI
1939
General Partner Inc
Pennsylvania
$695K – – –
MA
1940
MJP Associates
Connecticut
$695K -$510K -1,789 -40%
AA
1941
Advisory Alpha
Michigan
$693K -$43.1K -151 -5%
LA
1942
Latitude Advisors
Florida
$691K +$16K +56 +2%
GLLW
1943
Graves Light Lenhart Wealth
Virginia
$690K – – –
PFA
1944
Pure Financial Advisors
California
$690K -$27.7K -97 -4%
PS
1945
Planned Solutions
California
$689K -$88.4K -310 -11%
WSC
1946
Wellington Shields & Co
New York
$687K +$420K +1,472 +130%
FA
1947
Fiduciary Alliance
South Carolina
$686K +$301K +1,055 +68%
SMH
1948
Sanders Morris Harris
Texas
$685K – – –
QC
1949
Quent Capital
New York
$684K +$32.8K +115 +5%
CS
1950
Cannell & Spears
New York
$683K +$1.71K +6 +0.2%
76 77
78
79 80