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McDonald's

Name Holding Trade Value Shares
Change
Change in
Stake
HWMG
1951
Hurlow Wealth Management Group
Indiana
$710K +$30.2K +114 +4%
TT
1952
TI-Trust
Illinois
$709K -$39.8K -150 -5%
B
1953
Bellecapital
Switzerland
$708K -$10.3K -39 -1%
PWMG
1954
Prestige Wealth Management Group
New Jersey
$708K -$133K -501 -15%
LAM
1955
L2 Asset Management
Massachusetts
$705K +$59.2K +223 +9%
KCM
1956
KRS Capital Management
Michigan
$705K -$22.8K -86 -3%
GLLW
1957
Graves Light Lenhart Wealth
Virginia
$700K +$5.84K +22 +0.8%
FCFC
1958
First Citizens Financial Corp
Iowa
$700K – – –
WAG
1959
Winthrop Advisory Group
Massachusetts
$699K -$56.2K -212 -7%
PPWM
1960
Paragon Private Wealth Management
Kentucky
$699K -$30.2K -114 -4%
KWM
1961
KFG Wealth Management
Indiana
$696K -$23.9K -90 -3%
WF
1962
WoodTrust Financial
Wisconsin
$696K +$39.8K +150 +6%
HFAS
1963
Hummer Financial Advisory Services
Illinois
$696K – – –
MPIA
1964
Mountain Pacific Investment Advisers
Idaho
$695K – – –
RFA
1965
Rollins Financial Advisors
New York
$695K -$98.2K -370 -12%
TPWA
1966
TRUE Private Wealth Advisors
Oregon
$695K +$10.3K +39 +1%
BFO
1967
Biltmore Family Office
North Carolina
$693K +$249K +939 +53%
RIG
1968
RiverFront Investment Group
Virginia
$691K – – –
TPWM
1969
Twelve Points Wealth Management
Massachusetts
$690K +$44K +166 +7%
IIC
1970
Integrated Investment Consultants
Michigan
$689K – – –
PO
1971
Private Ocean
California
$688K -$9.55K -36 -1%
TA
1972
TCM Advisors
West Virginia
$688K – – –
AGWCA
1973
Annis Gardner Whiting Capital Advisors
Florida
$688K -$18.8K -71 -3%
EW
1974
Evoke Wealth
California
$688K -$1.41M -5,319 -66%
SAF
1975
Smith Anglin Financial
Texas
$686K +$531 +2 +0.1%