We are live on ! Find out more
MCD icon

McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1976
BCS Wealth Management
Tennessee
$795K +$14.1K +49 +2%
ITIM
1977
Indiana Trust & Investment Management
Indiana
$795K -$51K -178 -6%
FSWA
1978
Financial Synergies Wealth Advisors
Texas
$794K -$46.2K -161 -5%
DE
1979
Defiance ETFs
New York
$792K +$163K +568 +24%
WMA
1980
Wealth Management Associates
New Jersey
$791K +$287 +1 +0%
OWA
1981
Oak Wealth Advisors
Illinois
$790K – – –
QWP
1982
Quotient Wealth Partners
Texas
$789K -$63.1K -220 -7%
TT
1983
TI-Trust
Illinois
$788K – – –
GRR
1984
Golden Reserve Retirement
Ohio
$788K +$341K +1,189 +69%
NRG
1985
Nemes Rush Group
Michigan
$787K -$96.3K -336 -10%
CST
1986
Charles Schwab Trust
Nevada
$787K -$14.3K -50 -2%
BMC
1987
Benin Management Corp
Connecticut
$785K – – –
BFPW
1988
BOK Financial Private Wealth
Colorado
$784K -$108K -377 -12%
VFM
1989
Vision Financial Markets
Connecticut
$784K – – –
ACM
1990
Advance Capital Management
Michigan
$784K +$16.9K +59 +2%
RBFC
1991
Roman Butler Fullerton & Co
Missouri
$780K -$34.7K -121 -4%
WIA
1992
Westbourne Investment Advisors
Maryland
$779K – – –
JWWM
1993
Johnson & White Wealth Management
Pennsylvania
$778K +$56.5K +197 +7%
GPWM
1994
Grant Private Wealth Management
California
$778K +$142K +496 +21%
WCCM
1995
Willow Creek Capital Management
Montana
$777K +$824K +2,873 New
ZCP
1996
Z3 Capital Partners
Virginia
$776K -$7.17K -25 -0.9%
GIA
1997
GHP Investment Advisors
Colorado
$776K +$573 +2 +0.1%
UAML
1998
US Asset Management LLC
Pennsylvania
$775K – – –
SI
1999
Severin Investments
Missouri
$774K +$117K +409 +17%
PCP
2000
Proficio Capital Partners
Massachusetts
$772K +$819K +2,855 New
78 79
80
81 82