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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
NRA
2026
NSI Retail Advisors
Pennsylvania
$657K -$58.1K -200 -8%
ISWM
2027
Independent Solutions Wealth Management
New York
$656K -$25K -86 -4%
WMS
2028
Wealth Management Solutions
Pennsylvania
$656K +$22.4K +77 +4%
CAM
2029
Campion Asset Management
Virginia
$653K – – –
SHFA
2030
SC&H Financial Advisors
Maryland
$652K – – –
CWM
2031
Castle Wealth Management
Florida
$652K -$102K -351 -14%
SHGA
2032
Sand Hill Global Advisors
California
$652K +$581 +2 +0.1%
LFM
2033
LGT Fund Management
Liechtenstein
$651K – – –
HBT
2034
Heartland Bank & Trust
Illinois
$649K -$26.4K -91 -4%
VWM
2035
Vigilare Wealth Management
Arizona
$649K +$2.32K +8 +0.4%
AC
2036
AlphaCore Capital
California
$649K +$359K +1,235 +132%
CWP
2037
Core Wealth Partners
California
$649K +$291 +1 +0%
CHJWM
2038
Carlton Hofferkamp & Jenks Wealth Management
Texas
$648K -$78.4K -270 -11%
IP
2039
Ignite Planners
California
$647K -$13.9K -48 -2%
ACM
2040
Allred Capital Management
Texas
$646K -$130K -448 -17%
BAAM
2041
Baker Avenue Asset Management
California
$646K +$6.39K +22 +1%
OWA
2042
Octavia Wealth Advisors
Ohio
$645K +$184K +634 +41%
CF
2043
Centaurus Financial
California
$644K -$235K -810 -27%
CG
2044
CFO4Life Group
Texas
$644K +$32K +110 +5%
BI
2045
Ballast Inc
Kentucky
$643K -$102K -350 -14%
DFCM
2046
Dark Forest Capital Management
Puerto Rico
$642K +$626K +2,153 New
WQ
2047
Wealth Quarterback
New Jersey
$642K -$96.2K -331 -13%
MLFP
2048
MPS Loria Financial Planners
Illinois
$641K +$1.74K +6 +0.3%
CF
2049
Corrigan Financial
Rhode Island
$639K -$6.1K -21 -1%
DG
2050
DMC Group
Alabama
$639K +$12.5K +43 +2%
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