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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2051
Cabot Wealth Management
Massachusetts
$373K – – –
CGH
2052
CMG Global Holdings
Texas
$373K +$1.67K +7 +0.5%
SBWIC
2053
Schaper Benz & Wise Investment Counsel
Wisconsin
$373K +$143K +601 +64%
CWG
2054
Cornerstone Wealth Group
North Carolina
$372K +$11.5K +48 +3%
DW
2055
Domani Wealth
Pennsylvania
$370K -$46.3K -194 -11%
TAM
2056
Trillium Asset Management
Massachusetts
$369K -$45.6K -191 -11%
WRM
2057
Weybosset Research & Management
Rhode Island
$369K -$43K -180 -11%
AAM
2058
Autus Asset Management
Arizona
$369K -$16.7K -70 -4%
PWA
2059
Physician Wealth Advisors
Utah
$369K +$477 +2 +0.1%
RQS
2060
Ramsey Quantitative Systems
Kentucky
$369K +$365K +1,530 New
LSWM
2061
Lorne Steinberg Wealth Management
Canada
$367K – – –
VFM
2062
Vivid Financial Management
California
$367K – – –
CAGAS
2063
Capital Advisory Group Advisory Services
Minnesota
$366K – – –
SMG
2064
Spectrum Management Group
Indiana
$366K +$45.6K +191 +14%
MSCM
2065
McElhenny Sheffield Capital Management
Texas
$365K +$362K +1,515 New
PCM
2066
Poehling Capital Management
Wisconsin
$364K +$239 +1 +0.1%
BAM
2067
Beaumont Asset Management
Texas
$363K -$12.4K -52 -3%
AIA
2068
Angeles Investment Advisors
California
$363K +$33.4K +140 +10%
OPWM
2069
Oxinas Partners Wealth Management
Indiana
$362K -$26.3K -110 -7%
BCM
2070
Bienville Capital Management
New York
$362K – – –
WOC
2071
West Oak Capital
California
$362K – – –
TF
2072
Trek Financial
Arizona
$360K -$477 -2 -0.1%
FPGK
2073
Financial Partners Group (Kansas)
Kansas
$360K +$239 +1 +0.1%
LDFR
2074
Lehman & Derafelo Financial Resources
Pennsylvania
$359K -$19.8K -83 -5%
CG
2075
Clarus Group
Texas
$358K +$955 +4 +0.3%
81 82
83
84 85