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McDonald's

Name Holding Trade Value Shares
Change
Change in
Stake
FDDB
2051
Fidelity D&D Bancorp
Pennsylvania
$722K -$134K -460 -15%
BMO
2052
Beck Mack & Oliver
New York
$720K +$16K +55 +2%
CWM
2053
Concentric Wealth Management
California
$719K
SHFA
2054
SS&H Financial Advisors
Michigan
$719K
JSL
2055
JT Stratford LLC
Georgia
$719K -$13.4K -46 -2%
CPW
2056
Cove Private Wealth
New York
$719K
IA
2057
IAM Advisory
Pennsylvania
$718K +$4.36K +15 +0.6%
SG
2058
Somerset Group
Minnesota
$717K -$346K -1,190 -32%
ORC
2059
O'Rourke & Company
Massachusetts
$717K +$582 +2 +0.1%
LAM
2060
L2 Asset Management
Massachusetts
$717K +$59.3K +204 +9%
TPWM
2061
Twelve Points Wealth Management
Massachusetts
$717K -$872 -3 -0.1%
GWM
2062
GDS Wealth Management
Texas
$714K -$101K -348 -12%
ACP
2063
Aveo Capital Partners
Colorado
$713K +$215K +740 +39%
LFP
2064
Lakeshore Financial Planning
Michigan
$713K -$20.6K -71 -3%
RWM
2065
Revisor Wealth Management
Ohio
$710K +$394K +1,354 +123%
AF
2066
Aldebaran Financial
$710K +$872 +3 +0.1%
MCCA
2067
Mill Creek Capital Advisors
Pennsylvania
$710K +$22.1K +76 +3%
KIC
2068
Keating Investment Counselors
Florida
$709K -$305K -1,050 -29%
HAS
2069
Holland Advisory Services
Florida
$708K +$2.04K +7 +0.3%
APWM
2070
Atlas Private Wealth Management
New York
$708K +$33.2K +114 +5%
KS
2071
Karpas Strategies
Connecticut
$707K +$3.49K +12 +0.5%
SIA
2072
Schear Investment Advisers
Ohio
$705K +$77.9K +268 +12%
BAM
2073
Blueshift Asset Management
New Jersey
$704K +$726K +2,498 New
MWPCG
2074
Measured Wealth Private Client Group
New Hampshire
$704K
KC
2075
Kingfisher Capital
North Carolina
$704K +$3.2K +11 +0.4%