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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
2101
SMART Wealth
Nebraska
$657K -$38.3K -139 -6%
TCWM
2102
Total Clarity Wealth Management
Illinois
$657K -$4.41K -16 -0.7%
MKC
2103
M. Kraus & Co
Vermont
$655K -$26.5K -96 -4%
AIM
2104
Avity Investment Management
Connecticut
$653K -$8.27K -30 -1%
ECM
2105
Estabrook Capital Management
New York
$653K – – –
PC
2106
Port Capital
Illinois
$652K -$3.31K -12 -0.6%
NWAG
2107
Net Worth Advisory Group
Utah
$649K +$587K +2,130 New
SMA
2108
Seven Mile Advisory
New Jersey
$648K +$40.2K +146 +7%
PD
2109
Planning Directions
Pennsylvania
$647K -$188K -682 -24%
MCA
2110
MSH Capital Advisors
Arizona
$646K -$30.6K -111 -5%
WI
2111
Wedgewood Investors
Pennsylvania
$643K +$2.21K +8 +0.4%
CC
2112
Callan Capital
California
$641K +$155K +561 +36%
HP
2113
Holistic Planning
Texas
$640K +$33.6K +122 +6%
JLBC
2114
J.L. Bainbridge & Co
Florida
$639K – – –
AGP
2115
Autumn Glory Partners
Texas
$637K – – –
RCM
2116
Riverpark Capital Management
New York
$637K -$247K -896 -30%
SAM
2117
Sompo Asset Management
Japan
$636K +$55.1K +200 +11%
MCM
2118
Marathon Capital Management
Maryland
$636K – – –
TCB
2119
Texas Capital Bancshares
Texas
$636K -$4.13K -15 -0.7%
PIAS
2120
PCA Investment Advisory Services
Ohio
$634K +$37.5K +136 +7%
GAG
2121
GM Advisory Group
New York
$634K +$32.5K +118 +6%
AIA
2122
Alera Investment Advisors
Illinois
$633K -$36.9K -134 -6%
BG
2123
Bollard Group
Massachusetts
$631K +$3.03K +11 +0.5%
EWP
2124
Elevation Wealth Partners
California
$631K +$276 +1 +0%
AIC
2125
Archer Investment Corporation
Indiana
$630K +$7.99K +29 +1%
83 84
85
86 87