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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
SIP
2226
Stoneridge Investment Partners
Pennsylvania
$258K +$256K +1,071 New
KMWM
2227
Keudell/Morrison Wealth Management
Oregon
$257K -$5.97K -25 -2%
LJHT
2228
Laurie J. Hall Trustee
$257K – – –
MWM
2229
Madison Wealth Management
Ohio
$257K – – –
PFC
2230
Phocas Financial Corp
California
$257K +$254K +1,065 New
AFAS
2231
Acorn Financial Advisory Services
Virginia
$256K -$33.4K -140 -12%
FA
2232
Fermata Advisors
California
$256K -$2.39K -10 -0.9%
CIA
2233
Compass Ion Advisors
Pennsylvania
$256K +$12.2K +51 +5%
CS
2234
Capital Square
Tennessee
$256K +$21.2K +89 +9%
OL
2235
Optas LLC
Texas
$256K +$30.1K +126 +13%
CIM
2236
Chiron Investment Management
New York
$256K +$253K +1,060 New
IMOV
2237
Investment Management of Virginia
Virginia
$255K – – –
PWM
2238
Prentice Wealth Management
New York
$255K +$1.67K +7 +0.7%
CPA
2239
Capital Planning Advisors
California
$254K -$2.86K -12 -1%
QWM
2240
QP Wealth Management
New Jersey
$254K – – –
BMA
2241
Brooks Moore & Associates
Tennessee
$253K -$13.8K -58 -5%
SC
2242
Skylands Capital
Wisconsin
$253K – – –
TIA
2243
Traphagen Investment Advisors
New Jersey
$251K +$239 +1 +0.1%
RCM
2244
Regency Capital Management
Hawaii
$251K +$2.39K +10 +1%
KFA
2245
Krane Funds Advisors
New York
$249K -$417K -1,745 -63%
ICP
2246
Interchange Capital Partners
Pennsylvania
$249K – – –
RW
2247
REDW Wealth
New Mexico
$249K – – –
NOI
2248
Newton One Investments
Delaware
$248K +$716 +3 +0.3%
EBA
2249
Eagle Bay Advisors
New York
$248K +$89.5K +375 +57%
SHWM
2250
Smith & Howard Wealth Management
Georgia
$247K – – –
88 89
90
91 92