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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
2101
MONECO Advisors
Connecticut
$430K +$4.34K +17 +0.9%
BWM
2102
BlackDiamond Wealth Management
New York
$430K +$20.4K +80 +5%
TF
2103
Trek Financial
Arizona
$429K +$91.5K +358 +24%
WCM
2104
Wallace Capital Management
Texas
$426K -$90.7K -355 -16%
LD
2105
Lipe & Dalton
New York
$425K – – –
PC
2106
Port Capital
Illinois
$424K +$1.02K +4 +0.2%
APW
2107
Austin Private Wealth
Texas
$424K +$8.69K +34 +2%
RCA
2108
Ranch Capital Advisors
Florida
$423K – – –
DA
2109
Detalus Advisors
Missouri
$422K – – –
ZAM
2110
Zevin Asset Management
Massachusetts
$422K – – –
FPIS
2111
Financial Planning & Information Services
Wisconsin
$422K +$36.3K +142 +8%
D
2112
Diversified
Delaware
$422K +$467K +1,828 New
BS
2113
Bessemer Securities
New York
$420K – – –
LIA
2114
LS Investment Advisors
Michigan
$420K – – –
FI
2115
Financial Insights
Washington
$420K +$21.2K +83 +5%
BWM
2116
BCGM Wealth Management
Indiana
$419K +$1.02K +4 +0.3%
RWA
2117
RGT Wealth Advisors
Texas
$416K -$74.9K -293 -14%
PCP
2118
Proficio Capital Partners
Massachusetts
$416K +$18.7K +73 +4%
CRIG
2119
Charter Research & Investment Group
Connecticut
$415K -$5.62K -22 -1%
VFPI
2120
Vantage Financial Partners (Illinois)
Illinois
$415K +$25.6K +100 +6%
AA
2121
Alta Advisers
United Kingdom
$415K +$460K +1,800 New
FAT
2122
First American Trust
California
$414K -$100K -392 -18%
ML
2123
McAdam LLC
Pennsylvania
$413K – – –
OWM
2124
OneAscent Wealth Management
Alabama
$413K +$19.4K +76 +4%
SIM
2125
Sadoff Investment Management
Wisconsin
$412K -$50.4K -197 -10%
83 84
85
86 87