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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
KLWA
1951
Kelly Lawrence W & Associates
California
$549K – – –
PAM
1952
Private Asset Management
California
$547K -$13.5K -55 -2%
DSC
1953
Duncker Streett & Co
Missouri
$547K -$7.88K -32 -1%
CFAM
1954
Coury Firm Asset Management
Pennsylvania
$546K +$1.72K +7 +0.3%
LWP
1955
Lumature Wealth Partners
Georgia
$546K +$3.94K +16 +0.7%
BW
1956
Bison Wealth
Georgia
$546K +$16.5K +67 +3%
AMC
1957
Asset Management Corp
Illinois
$545K +$1.48K +6 +0.3%
NAMM
1958
NorthStar Asset Management (Massachusetts)
Massachusetts
$543K – – –
FCT
1959
Family Capital Trust
Massachusetts
$543K – – –
LB
1960
Legacy Bridge
Iowa
$543K – – –
TA
1961
TCM Advisors
West Virginia
$543K – – –
MGIM
1962
M&G Investment Management
United Kingdom
$543K +$69.2K +281 +15%
LCS
1963
Levin Capital Strategies
New York
$542K – – –
TI
1964
tru Independence
Oregon
$542K +$115K +466 +27%
WW
1965
Waterfront Wealth
Kansas
$541K -$246 -1 -0%
FAT
1966
First American Trust
California
$540K -$485K -1,970 -47%
CAM
1967
Campion Asset Management
Virginia
$540K – – –
FWM
1968
Fingerlakes Wealth Management
New York
$540K +$3.2K +13 +0.6%
FAB
1969
First American Bank
Illinois
$539K – – –
WDC
1970
Woodward Diversified Capital
California
$539K +$28.8K +117 +6%
CWA
1971
CM Wealth Advisors
Ohio
$538K +$537K +2,181 New
GWM
1972
Greenwich Wealth Management
Connecticut
$538K -$7.39K -30 -1%
LFM
1973
LGT Fund Management
Liechtenstein
$538K – – –
EIG
1974
Ellenbecker Investment Group
Wisconsin
$536K +$2.71K +11 +0.5%
LAS
1975
LWM Advisory Services
Florida
$536K +$200K +814 +60%
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79
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