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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWM
2026
Twelve Points Wealth Management
Massachusetts
$505K +$26.6K +108 +6%
SHFA
2027
SS&H Financial Advisors
Michigan
$504K – – –
WA
2028
WealthTrust Axiom
Pennsylvania
$503K – – –
DE
2029
Day & Ennis
Georgia
$503K +$1.23K +5 +0.2%
CFC
2030
Coyle Financial Counsel
Illinois
$502K -$10.3K -42 -2%
GRQ
2031
Gardner Russo & Quinn
Pennsylvania
$502K -$3.69K -15 -0.7%
PIA
2032
Powell Investment Advisors
Florida
$502K – – –
RCM
2033
Raleigh Capital Management
North Carolina
$501K +$40.1K +163 +9%
BWM
2034
Baystate Wealth Management
Massachusetts
$500K -$1.97K -8 -0.4%
MIM
2035
MTM Investment Management
South Carolina
$500K +$1.48K +6 +0.3%
HIC
2036
Hartline Investment Corp
Illinois
$500K +$117K +477 +26%
TWP
2037
Tower Wealth Partners
Pennsylvania
$499K +$51.7K +210 +12%
EGM
2038
Engineers Gate Manager
New York
$496K -$1.31M -5,325 -73%
GIM
2039
Greylin Investment Management
Virginia
$496K -$50.5K -205 -9%
RFA
2040
Resurgent Financial Advisors
Georgia
$496K +$495K +2,011 New
YC
2041
Yarbrough Capital
Tennessee
$495K – – –
EHAM
2042
Eagle Harbor Asset Management
Washington
$495K -$25.6K -104 -5%
MLFP
2043
MPS Loria Financial Planners
Illinois
$494K -$22.9K -93 -4%
SF
2044
SBK Financial
Virginia
$494K – – –
WBG
2045
Wharton Business Group
Pennsylvania
$494K – – –
FB
2046
First Bancorp
Maine
$494K +$121K +490 +32%
AAM
2047
Ascension Asset Management
New York
$494K +$493K +2,000 New
JWM
2048
Jupiter Wealth Management
Colorado
$493K – – –
HCP
2049
Hexagon Capital Partners
Arkansas
$491K +$29.1K +118 +6%
BAM
2050
Blueshift Asset Management
New Jersey
$490K +$489K +1,986 New
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