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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2051
Wealth Architects
California
$368K +$15.4K +66 +4%
MGWM
2052
Marks Group Wealth Management
Minnesota
$368K +$29.8K +128 +9%
LOAMU
2053
Lombard Odier Asset Management (USA)
New York
$366K +$369K +1,584 New
NG
2054
NatWest Group
United Kingdom
$365K – – –
FFG
2055
Fortem Financial Group
California
$365K +$8.84K +38 +2%
BWP
2056
Bernardo Wealth Planning
Pennsylvania
$364K -$4.19K -18 -1%
PWA
2057
Physician Wealth Advisors
Utah
$364K -$2.33K -10 -0.7%
LDFR
2058
Lehman & Derafelo Financial Resources
Pennsylvania
$363K – – –
TCBWMS
2059
Texas Capital Bank Wealth Management Services
Texas
$362K -$2.56K -11 -0.7%
JF
2060
JSF Financial
California
$362K +$8.84K +38 +2%
LJAC
2061
L.J. Altfest & Co
New York
$361K -$465 -2 -0.1%
CIC
2062
Chase Investment Counsel
Virginia
$361K – – –
GHAM
2063
Gilman Hill Asset Management
Connecticut
$360K – – –
PCM
2064
Princeton Capital Management
New Jersey
$360K +$931 +4 +0.3%
RWP
2065
Ridgecrest Wealth Partners
California
$360K +$15.8K +68 +5%
RZH
2066
Relyea Zuckerberg Hanson
Connecticut
$360K +$23K +99 +7%
JHP
2067
James Hambro & Partners
United Kingdom
$359K -$628K -2,700 -63%
FNBSF
2068
First National Bank Sioux Falls
South Dakota
$359K – – –
MAM
2069
McLean Asset Management
Virginia
$359K +$4.89K +21 +1%
BAM
2070
Beaumont Asset Management
Texas
$359K +$9.54K +41 +3%
QVT
2071
Quantitative Value Technologies
Kansas
$358K -$18.6K -80 -5%
BL
2072
Balentine LLC
Georgia
$358K +$360K +1,547 New
CWM
2073
Cabot Wealth Management
Massachusetts
$357K – – –
SFP
2074
Shepherd Financial Partners
Massachusetts
$357K +$70.5K +303 +24%
BAMF
2075
BI Asset Management Fondsmaeglerselskab
Denmark
$357K +$164K +705 +84%
81 82
83
84 85