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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
2301
Cassia Capital Partners
North Carolina
$415K +$11.1K +39 +3%
CFS
2302
Commonwealth Financial Services
West Virginia
$415K +$449K +1,574 New
BWM
2303
BCGM Wealth Management
Indiana
$414K – – –
AIM
2304
Aspen Investment Management
Michigan
$413K +$20.3K +71 +5%
PFA
2305
Pathway Financial Advisors
Vermont
$413K – – –
KIC
2306
Kensington Investment Counsel
California
$413K +$49.1K +172 +12%
FPGK
2307
Financial Partners Group (Kansas)
Kansas
$413K +$14.8K +52 +3%
CCFM
2308
Clear Creek Financial Management
Washington
$412K +$108K +378 +32%
EM
2309
Excalibur Management
Massachusetts
$412K +$3.99K +14 +0.9%
CA
2310
Carson Advisory
Georgia
$411K +$73.9K +259 +20%
IDBONY
2311
Israel Discount Bank of New York
New York
$411K -$1.43K -5 -0.3%
PIA
2312
Perennial Investment Advisors
California
$410K +$10.8K +38 +3%
CA
2313
CSM Advisors
Pennsylvania
$409K -$185K -650 -30%
NRA
2314
NSI Retail Advisors
Pennsylvania
$409K -$185K -650 -30%
MAM
2315
McLean Asset Management
Virginia
$408K -$856 -3 -0.2%
FAM
2316
Flaharty Asset Management
Florida
$408K – – –
HIC
2317
Hartline Investment Corp
Illinois
$406K – – –
PWA
2318
Physician Wealth Advisors
Utah
$405K +$1.14K +4 +0.2%
MRWM
2319
ML&R Wealth Management
Texas
$404K +$68.7K +241 +19%
SFA
2320
Source Financial Advisors
New York
$404K -$25.7K -90 -6%
GAB
2321
German American Bancorp
Indiana
$403K +$99.8K +350 +30%
CM
2322
Capula Management
Cayman Islands
$403K +$436K +1,530 New
OQS
2323
Occudo Quantitative Strategies
Florida
$403K +$436K +1,530 New
LCGC
2324
Legacy Capital Group California
California
$402K +$1.14K +4 +0.3%
WLPWM
2325
Walled Lake Planning & Wealth Management
Illinois
$401K +$570 +2 +0.1%
91 92
93
94 95