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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
PIFP
2226
Partners in Financial Planning
Virginia
$259K +$261K +1,122 New
EWA
2227
ERTS Wealth Advisors
Michigan
$258K -$35.8K -154 -12%
CFO
2228
CVA Family Office
Colorado
$258K +$60.5K +260 +30%
IA
2229
IFG Advisors
Missouri
$257K +$24.7K +106 +11%
ACM
2230
Ategra Capital Management
Virginia
$256K -$99.8K -429 -28%
BMA
2231
Brooks Moore & Associates
Tennessee
$256K -$11.6K -50 -4%
CISOA
2232
Capital Investment Services of America
Wisconsin
$256K – – –
RTC
2233
Riverview Trust Company
Washington
$256K – – –
FWM
2234
Focused Wealth Management
New York
$256K +$137K +587 +113%
CCM
2235
Carlson Capital Management
Minnesota
$255K -$17.7K -76 -6%
BCB
2236
Brian C. Broderick
$255K – – –
IF
2237
Insight Folios
North Carolina
$255K +$257K +1,104 New
PIA
2238
Perennial Investment Advisors
California
$254K -$2.56K -11 -1%
AWM
2239
Adams Wealth Management
Utah
$254K – – –
CA
2240
Cambridge Advisors
Nebraska
$253K -$29.1K -125 -10%
HFG
2241
Heron Financial Group
New York
$253K – – –
SFG
2242
Sather Financial Group
Texas
$253K +$1.16K +5 +0.5%
KMWM
2243
Keudell/Morrison Wealth Management
Oregon
$252K – – –
NICM
2244
Neo Ivy Capital Management
New York
$252K +$254K +1,093 New
BFWA
2245
Benchmark Financial Wealth Advisors
Florida
$251K +$23K +99 +10%
WIA
2246
Wealthstreet Investment Advisors
Texas
$250K -$2.69M -11,548 -91%
FSC
2247
Full Sail Capital
Oklahoma
$250K -$79.1K -340 -24%
GM
2248
Granger Management
New York
$249K – – –
OAM
2249
Oberweis Asset Management
Illinois
$249K +$698 +3 +0.3%
BWM
2250
BNC Wealth Management
Oregon
$249K +$6.05K +26 +2%
88 89
90
91 92