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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1926
Heritage Financial Services
Massachusetts
$733K -$2.39K -9 -0.3%
SFB
1927
STAR Financial Bank
Indiana
$732K -$150K -566 -16%
SWM
1928
Silverlake Wealth Management
Vermont
$732K +$4.25K +16 +0.6%
CA
1929
CapWealth Advisors
Tennessee
$731K +$3.98K +15 +0.5%
DBIA
1930
Dumont & Blake Investment Advisors
New Jersey
$727K +$379K +1,427 +100%
BBNA
1931
Bremer Bank National Association
Minnesota
$727K -$669K -2,521 -47%
LCM
1932
LCM Capital Management
Illinois
$727K +$13.8K +52 +2%
BMC
1933
Benin Management Corp
Connecticut
$726K +$16.7K +63 +2%
AL
1934
Aspiriant LLC
California
$723K -$101K -380 -12%
V
1935
ViaWealth
Kansas
$721K +$42.2K +159 +6%
MIM
1936
Miller Investment Management
Pennsylvania
$720K – – –
KA
1937
Klingman & Associates
New York
$719K +$52.3K +197 +8%
HNB
1938
Hilltop National Bank
Wyoming
$719K -$67.4K -254 -8%
ONST
1939
Old North State Trust
North Carolina
$719K -$24.9K -94 -3%
BEC
1940
Blue Edge Capital
Virginia
$719K – – –
AFG
1941
Allegheny Financial Group
Pennsylvania
$718K +$118K +445 +19%
CANY
1942
Caxton Associates (New York)
New York
$718K -$132K -497 -15%
BWA
1943
Bordeaux Wealth Advisors
California
$717K -$1.86K -7 -0.2%
PA
1944
PFG Advisors
Arizona
$717K -$32.6K -123 -4%
TGAM
1945
TBH Global Asset Management
Tennessee
$715K -$57.3K -216 -7%
PD
1946
Planning Directions
Pennsylvania
$715K -$20.2K -76 -3%
SWP
1947
Semus Wealth Partners
Florida
$715K +$34.2K +129 +5%
CRIG
1948
Charter Research & Investment Group
Connecticut
$714K – – –
RGF
1949
Retirement Guys Formula
Ohio
$713K +$93.4K +352 +14%
HWMG
1950
Hurlow Wealth Management Group
Indiana
$710K +$30.2K +114 +4%
76 77
78
79 80