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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
2226
One Charles Private Wealth Services
Massachusetts
$644K +$54.7K +183 +10%
RWP
2227
Revolve Wealth Partners
New Jersey
$643K +$35.3K +118 +6%
JWM
2228
Jupiter Wealth Management
Colorado
$642K – – –
MWS
2229
MFA Wealth Services
California
$641K -$50.2K -168 -8%
CWMK
2230
Caliber Wealth Management (Kansas)
Kansas
$641K +$613K +2,051 New
VCM
2231
Versant Capital Management
Arizona
$640K +$286K +957 +88%
OAM
2232
Occidental Asset Management
California
$639K +$149K +499 +32%
SL
2233
Sentinus LLC
Illinois
$639K -$19.1K -64 -3%
FSG
2234
Financial Strategies Group
Michigan
$637K +$2.69K +9 +0.4%
RA
2235
Riversedge Advisors
Delaware
$637K +$79.3K +265 +15%
PD
2236
Planning Directions
Pennsylvania
$636K -$13.5K -45 -2%
LA
2237
Lifeworks Advisors
Michigan
$636K +$72.1K +241 +13%
BWM
2238
BlackDiamond Wealth Management
New York
$632K -$7.48K -25 -1%
PS
2239
Planned Solutions
California
$629K – – –
DLA
2240
Douglas Lane & Associates
New York
$629K -$103K -346 -15%
GCM
2241
Gladius Capital Management
Illinois
$628K +$601K +2,011 New
WI
2242
Wedgewood Investors
Pennsylvania
$628K – – –
SAM
2243
Sherman Asset Management
California
$628K +$25.4K +85 +4%
CI
2244
Cherokee Insurance
Michigan
$625K – – –
GWI
2245
Grace & White Inc
New York
$625K – – –
CA
2246
Capital Advantage
California
$624K – – –
CPC
2247
Congress Park Capital
New York
$623K -$105K -350 -15%
OCG
2248
Opus Capital Group
Ohio
$622K +$47K +157 +9%
FFO
2249
Fiduciary Family Office
Florida
$622K +$596K +1,991 New
HA
2250
Harfst & Associates
Wyoming
$621K +$594K +1,987 New
88 89
90
91 92