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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
2401
West Oak Capital
California
$325K – – –
IPW
2402
Inlet Private Wealth
Florida
$325K +$1.05K +4 +0.3%
WAOI
2403
Wealth Advisors of Iowa
Iowa
$325K +$96.3K +365 +42%
CIC
2404
Chase Investment Counsel
Virginia
$323K – – –
CF
2405
Clarity Financial
Texas
$322K +$35.9K +136 +13%
RB
2406
Rodgers Brothers
Pennsylvania
$321K – – –
MIS
2407
Morningstar Investment Services
Illinois
$321K -$35.9K -136 -10%
CAAM
2408
Cornerstone Advisors Asset Management
Pennsylvania
$320K +$29.8K +113 +10%
PWMA
2409
Pension & Wealth Management Advisors
Massachusetts
$319K +$319K +1,210 New
ML
2410
Mayport LLC
Massachusetts
$319K +$319K +1,209 New
RFA
2411
RTD Financial Advisors
Pennsylvania
$317K – – –
TWA
2412
Tillar-Wenstrup Advisors
Ohio
$317K +$27.2K +103 +9%
OMC
2413
Overbrook Management Corp
New York
$316K – – –
MPW
2414
Monterey Private Wealth
California
$316K -$4.22K -16 -1%
LCS
2415
Levin Capital Strategies
New York
$315K – – –
ARMT
2416
Amica Retiree Medical Trust
Rhode Island
$315K – – –
BFAG
2417
Blackston Financial Advisory Group
Florida
$315K +$15K +57 +5%
MIM
2418
Morningstar Investment Management
Illinois
$315K +$316K +1,196 New
FCA
2419
FinTrust Capital Advisors
South Carolina
$315K -$10.3K -39 -3%
FWM
2420
FMB Wealth Management
California
$315K +$315K +1,194 New
CWA
2421
Centennial Wealth Advisory
Michigan
$315K +$55.4K +210 +21%
NECFA
2422
New England Capital Financial Advisors
Connecticut
$314K +$308K +1,169 New
CFGSD
2423
Compass Financial Group (South Dakota)
South Dakota
$313K +$313K +1,188 New
CISOA
2424
Capital Investment Services of America
Wisconsin
$313K – – –
CFG
2425
Carr Financial Group
Massachusetts
$313K +$313K +1,186 New
95 96
97
98 99