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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
2026
Crescent Grove Advisors
Illinois
$237K -$397 -2 -0.2%
OPTFSNA
2027
Old Point Trust & Financial Services N A
Virginia
$237K – – –
WB
2028
West Bancorporation
Iowa
$237K +$238K +1,199 New
MTC
2029
McDaniel Terry & Co
Texas
$236K – – –
SPL
2030
Smart Portfolios LLC
Washington
$236K – – –
LFA
2031
Landmark Financial Advisors
Kentucky
$236K +$219K +1,104 New
PCP
2032
Proficio Capital Partners
Massachusetts
$236K +$237K +1,194 New
MGIA
2033
Matthew Goff Investment Advisor
Texas
$235K – – –
AIM
2034
Axiom Investment Management
New York
$234K -$254K -1,281 -52%
M
2035
Mirova
France
$234K +$130K +655 +124%
AIA
2036
Allied Investment Advisors
Montana
$233K – – –
BWA
2037
Beam Wealth Advisors
Louisiana
$233K +$233K +1,177 New
P
2038
&Partners
Tennessee
$233K +$234K +1,181 New
CWM
2039
Confluence Wealth Management
Oregon
$232K +$232K +1,172 New
CWM
2040
Cahaba Wealth Management
Georgia
$231K +$30K +151 +15%
HFG
2041
Heron Financial Group
New York
$230K +$211K +1,065 New
BWAM
2042
Boyd Watterson Asset Management
Ohio
$229K -$9.92K -50 -4%
AAM
2043
Autus Asset Management
Arizona
$229K -$1.59K -8 -0.7%
BMA
2044
Brooks Moore & Associates
Tennessee
$229K – – –
NWS
2045
Newport Wealth Strategies
California
$229K +$224K +1,130 New
OPA
2046
Old Port Advisors
Maine
$228K -$8.53K -43 -4%
HCM
2047
Hutchinson Capital Management
California
$228K – – –
QWM
2048
QP Wealth Management
New Jersey
$228K +$209K +1,055 New
GA
2049
Geller Advisors
New York
$228K +$229K +1,153 New
TIM
2050
Thompson Investment Management
Wisconsin
$227K – – –
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