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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
2401
Newbridge Financial Services Group
Florida
$381K +$41K +141 +12%
WCM
2402
Wedge Capital Management
North Carolina
$380K -$35.7K -123 -9%
CMP
2403
Courage Miller Partners
Virginia
$379K – – –
AGC
2404
Aspen Grove Capital
Colorado
$378K +$368K +1,268 New
SIS
2405
Sound Income Strategies
Florida
$377K -$114K -391 -24%
WA
2406
Wealthstream Advisors
New York
$377K +$367K +1,263 New
HWM
2407
Hemington Wealth Management
Virginia
$376K -$8.72K -30 -2%
SRC
2408
Stone Run Capital
New York
$376K -$29.1K -100 -7%
GSC
2409
Grey Street Capital
Illinois
$375K +$45.3K +156 +14%
TPW
2410
Tiller Private Wealth
Pennsylvania
$375K +$291 +1 +0.1%
GSAM
2411
Grant Street Asset Management
Pennsylvania
$374K +$17.4K +60 +5%
OPPS
2412
Obsidian Personal Planning Solutions
Maryland
$374K +$291 +1 +0.1%
MGAM
2413
McGowan Group Asset Management
Texas
$373K +$30.8K +106 +9%
TWP
2414
Tempus Wealth Planning
California
$373K – – –
AWA
2415
Alaska Wealth Advisors
Alaska
$373K -$11.6K -40 -3%
BWM
2416
Birchcreek Wealth Management
Ohio
$373K -$56.7K -195 -14%
MTC
2417
McDaniel Terry & Co
Texas
$372K +$20.3K +70 +6%
ME
2418
McIlrath & Eck
Washington
$372K – – –
MWM
2419
Merriman Wealth Management
Washington
$369K -$7.55K -26 -2%
RA
2420
Rise Advisors
New York
$369K -$25K -86 -7%
VP
2421
Verum Partners
North Carolina
$369K +$359K +1,235 New
IPW
2422
Inlet Private Wealth
Florida
$368K – – –
RWM
2423
Revisor Wealth Management
Ohio
$365K -$79.6K -274 -18%
MGIA
2424
Matthew Goff Investment Advisor
Texas
$365K -$4.36K -15 -1%
CIP
2425
Convergence Investment Partners
Florida
$365K -$10.5K -36 -3%
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97
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