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McDonald's

Name Holding Trade Value Shares
Change
Change in
Stake
IGGA
1951
Iron Gate Global Advisors
Utah
$861K -$162K -525 -15%
CSPIA
1952
Cary Street Partners Investment Advisory
Virginia
$859K +$29.9K +97 +3%
CFP
1953
Cascade Financial Partners
California
$857K +$18.5K +60 +2%
SIC
1954
Samalin Investment Counsel
New York
$857K -$22.5K -73 -2%
AF
1955
Apexium Financial
Texas
$857K -$12.3K -40 -1%
CWM
1956
Circle Wealth Management
New Jersey
$855K +$54K +175 +6%
TCM
1957
Tang Capital Management
California
$854K -$93.4K -303 -9%
CWM
1958
Cahaba Wealth Management
Georgia
$854K -$17K -55 -2%
FCFC
1959
First Citizens Financial Corp
Iowa
$854K +$36.7K +119 +4%
OWA
1960
Oak Wealth Advisors
Illinois
$853K – – –
UAML
1961
US Asset Management LLC
Pennsylvania
$853K – – –
TT
1962
TI-Trust
Illinois
$852K +$41.6K +135 +5%
PCS
1963
Personal CFO Solutions
New Jersey
$850K +$37.9K +123 +4%
PW
1964
PUREfi Wealth
Massachusetts
$848K +$145K +471 +19%
GWM
1965
GDS Wealth Management
Texas
$847K -$46.6K -151 -5%
CPBTD
1966
Central Pacific Bank - Trust Division
Hawaii
$847K +$99.3K +322 +13%
WCM
1967
Winebrenner Capital Management
Kentucky
$845K +$617 +2 +0.1%
DWM
1968
Daner Wealth Management
Georgia
$845K +$863K +2,800 New
SWP
1969
Semus Wealth Partners
Florida
$844K -$4.93K -16 -0.6%
DWMS
1970
Dominguez Wealth Management Solutions
Virginia
$843K -$10.5K -34 -1%
PWMG
1971
Prestige Wealth Management Group
New Jersey
$842K -$1.54K -5 -0.2%
WIA
1972
Westbourne Investment Advisors
Maryland
$842K – – –
RBFC
1973
Roman Butler Fullerton & Co
Missouri
$841K -$23.4K -76 -3%
FRA
1974
Front Row Advisors
California
$836K +$23.1K +75 +3%
BWP
1975
Balboa Wealth Partners
Arizona
$834K +$78.6K +255 +10%