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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2301
Avity Investment Management
Connecticut
$557K – – –
SWGC
2302
Summit Wealth Group (Colorado)
Colorado
$557K +$587K +1,905 New
BCM
2303
Bayesian Capital Management
New York
$555K +$84.8K +275 +17%
CWI
2304
Conscious Wealth Investments
Florida
$554K – – –
SHFA
2305
SC&H Financial Advisors
Maryland
$553K -$15.7K -51 -3%
LCM
2306
Laurion Capital Management
New York
$552K -$1.55M -5,034 -73%
SCM
2307
Stonebridge Capital Management
California
$552K – – –
TC
2308
Tacita Capital
Ontario, Canada
$552K -$15.4K -50 -3%
FWM
2309
FFT Wealth Management
Pennsylvania
$551K – – –
VCM
2310
Vivaldi Capital Management
Illinois
$550K +$42.9K +139 +8%
CFG
2311
Copley Financial Group
California
$549K -$76.8K -249 -12%
BWP
2312
Bernardo Wealth Planning
Pennsylvania
$548K +$3.7K +12 +0.6%
CSB
2313
City State Bank
Iowa
$548K -$179K -580 -24%
OCM
2314
Orion Capital Management
California
$547K – – –
LA
2315
LM Advisors
California
$547K -$839K -2,722 -59%
ZAM
2316
Zevin Asset Management
Massachusetts
$547K – – –
LB
2317
Legacy Bridge
Iowa
$547K -$308 -1 -0.1%
OAM
2318
Occidental Asset Management
California
$547K -$54.3K -176 -9%
BWA
2319
Bordeaux Wealth Advisors
California
$547K -$80.5K -261 -12%
BWM
2320
BCGM Wealth Management
Indiana
$545K +$2.77K +9 +0.5%
BAM
2321
BOS Asset Management
Illinois
$544K +$6.78K +22 +1%
B
2322
Barings
North Carolina
$543K -$812K -2,634 -59%
CAS
2323
CTC Alternative Strategies
Illinois
$543K +$573K +1,860 New
OCPWS
2324
One Charles Private Wealth Services
Massachusetts
$543K -$63.2K -205 -10%
AFG
2325
ABLE Financial Group
Arizona
$543K -$925 -3 -0.2%
91 92
93
94 95