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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2401
Strategic Wealth Partners
Ohio
$542K -$209K -682 -28%
EM
2402
Excalibur Management
Massachusetts
$542K +$3.06K +10 +0.6%
VA
2403
Veratis Advisors
North Carolina
$541K +$507K +1,655 New
TCM
2404
Tradewinds Capital Management
Washington
$540K -$45K -147 -8%
CF
2405
Claris Financial
Virginia
$539K +$24.5K +80 +5%
SP
2406
Symmetry Partners
Connecticut
$539K -$2.45K -8 -0.5%
SFB
2407
STAR Financial Bank
Indiana
$538K -$74.4K -243 -12%
NRI
2408
NFP Retirement Inc
California
$537K +$6.13K +20 +1%
SMA
2409
Seven Mile Advisory
New Jersey
$537K -$255K -833 -32%
CA
2410
Capital Advantage
California
$536K -$97.7K -319 -15%
CIP
2411
Capital Insight Partners
Arizona
$535K -$45.6K -149 -8%
MFS
2412
Miller Financial Services
Michigan
$535K -$10.7K -35 -2%
HPIA
2413
Hamilton Point Investment Advisors
North Carolina
$535K +$9.49K +31 +2%
SM
2414
Sweeney & Michel
California
$534K +$14.1K +46 +3%
SAM
2415
Shikiar Asset Management
New York
$533K -$7.66K -25 -1%
LD
2416
Lipe & Dalton
New York
$533K – – –
ESC
2417
Eurizon SLJ Capital
$533K +$534K +1,743 New
EHAM
2418
Eagle Harbor Asset Management
Washington
$532K – – –
AWM
2419
Affinity Wealth Management
Delaware
$531K – – –
AFG
2420
ABLE Financial Group
Arizona
$531K +$27K +88 +5%
PWM
2421
Pursuit Wealth Management
Florida
$531K +$532K +1,736 New
SDWMA
2422
Schneider Downs Wealth Management Advisors
Pennsylvania
$529K +$306 +1 +0.1%
CF
2423
Carlson Financial
Oregon
$529K +$530K +1,730 New
BFG
2424
Beto Financial Group
Idaho
$529K +$508K +1,660 New
MBFW
2425
Morton Brown Family Wealth
Pennsylvania
$528K +$234K +765 +80%
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97
98 99