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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
2326
Balentine LLC
Georgia
$593K +$38.3K +125 +7%
WCFA
2327
Walkner Condon Financial Advisors
Wisconsin
$591K +$30K +98 +5%
PWM
2328
Paulson Wealth Management
Illinois
$590K +$5.21K +17 +0.9%
FB
2329
First Bancorp
Maine
$590K – – –
CA
2330
Crewe Advisors
Utah
$590K -$98K -320 -14%
SWM
2331
Stockman Wealth Management
Montana
$588K +$919 +3 +0.2%
BCM
2332
Boltwood Capital Management
California
$587K +$2.76K +9 +0.5%
OF
2333
Optimize Financial
California
$587K +$7.35K +24 +1%
MHWM
2334
Montz Harcus Wealth Management
Louisiana
$586K +$6.74K +22 +1%
LWA
2335
Lantern Wealth Advisors
New York
$586K +$7.66K +25 +1%
LAM
2336
LOM Asset Management
$585K -$4.59K -15 -0.8%
USWIA
2337
UP Strategic Wealth Investment Advisors
Pennsylvania
$585K +$3.67K +12 +0.7%
GPWM
2338
Grant Private Wealth Management
California
$584K +$89.4K +292 +18%
NFA
2339
Northern Financial Advisors
Michigan
$584K -$575K -1,876 -50%
BWA
2340
Basecamp Wealth Advisors
Washington
$584K +$585K +1,910 New
HFM
2341
Hartford Financial Management
Connecticut
$583K -$3.06K -10 -0.5%
CIG
2342
Cullen Investment Group
Louisiana
$582K -$28.5K -93 -5%
AIM
2343
Avity Investment Management
Connecticut
$582K – – –
PWP
2344
Ponta Wealth Partners
Florida
$582K +$583K +1,904 New
TNA
2345
True North Advisors
Texas
$581K -$246K -803 -30%
FWI
2346
Facet Wealth Inc
Maryland
$580K +$115K +377 +26%
FA
2347
Fiducient Advisors
Illinois
$576K -$63.4K -207 -10%
TPWA
2348
TRUE Private Wealth Advisors
Oregon
$576K -$4.59K -15 -0.8%
MTIC
2349
Missouri Trust & Investment Company
Missouri
$575K +$56.7K +185 +11%
S
2350
Sunpointe
Missouri
$574K -$6.43K -21 -1%
92 93
94
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