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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
2301
Genesee Capital Advisors
New York
$527K -$596K -2,078 -52%
SCS
2302
Sound Capital Solutions
Florida
$526K +$558K +1,947 New
LCM
2303
Lazari Capital Management
California
$526K – – –
MA
2304
MJP Associates
Connecticut
$525K -$151K -527 -21%
TTIC
2305
Tower Trust & Investment Company
Iowa
$525K -$40.7K -142 -7%
SHFA
2306
SS&H Financial Advisors
Michigan
$524K +$556K +1,940 New
CWS
2307
Cypress Wealth Services
California
$523K -$33.5K -117 -6%
EWP
2308
Elevation Wealth Partners
California
$523K -$6.31K -22 -1%
OL
2309
OneFund LLC
Florida
$523K -$7.17K -25 -1%
AI
2310
Arvest Investments
Arkansas
$523K -$753K -2,627 -58%
HI
2311
Human Investing
Oregon
$522K -$10.6K -37 -2%
KFAS
2312
Keating Financial Advisory Services
Kansas
$522K -$52.2K -182 -9%
CF
2313
Convergence Financial
Missouri
$521K -$171K -595 -24%
GDP
2314
Great Diamond Partners
Maine
$520K -$860 -3 -0.2%
LF
2315
LifePlan Financial
Minnesota
$519K -$371K -1,293 -40%
BWA
2316
Basecamp Wealth Advisors
Washington
$516K – – –
MPPHD
2317
Maloon Powers Pitre Higgins & Dennehy
California
$511K +$542K +1,891 New
HFM
2318
Hartford Financial Management
Connecticut
$511K -$4.01K -14 -0.7%
SMA
2319
Seven Mile Advisory
New Jersey
$511K -$68.5K -239 -11%
FMI
2320
F/M Investments
District of Columbia
$511K – – –
PWA
2321
Physician Wealth Advisors
Utah
$510K -$60.8K -212 -10%
FFG
2322
Floyd Financial Group
Missouri
$510K -$75.7K -264 -12%
TW
2323
Traveka Wealth
California
$510K +$66K +230 +14%
OFW
2324
Omnia Family Wealth
Florida
$510K -$16.3K -57 -3%
SRM
2325
Shelter Rock Management
New York
$509K +$573 +2 +0.1%
91 92
93
94 95