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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1976
PDS Planning
Ohio
$200K +$200K +932 New
WCG
1977
Weaver Consulting Group
California
$199K – – –
FNBOSM
1978
First National Bank of South Miami
Florida
$196K – – –
SIA
1979
SeaBridge Investment Advisors
New Jersey
$191K – – –
TC
1980
Trust Company
Kansas
$191K – – –
SBL
1981
Sargent Bickham Lagudis
Colorado
$187K -$319K -1,487 -63%
BWA
1982
Burt Wealth Advisors
Maryland
$183K – – –
ACM
1983
AUA Capital Management
Pennsylvania
$175K – – –
BWM
1984
Baystate Wealth Management
Massachusetts
$172K +$14.4K +67 +9%
ACC
1985
Accident Compensation Corp
New Zealand
$172K +$172K +800 New
WA
1986
Winfield Associates
Ohio
$157K +$6.43K +30 +4%
QCIG
1987
Quad-Cities Investment Group
Iowa
$156K – – –
TF
1988
TimeScale Financial
Massachusetts
$152K – – –
TC
1989
Truvestments Capital
Florida
$149K -$15.2K -71 -9%
LWM
1990
Liberty Wealth Management
California
$145K -$84.9K -396 -37%
MFT
1991
Moisand Fitzgerald Tamayo
Florida
$144K – – –
AJ
1992
Ashburton (Jersey)
Jersey
$142K – – –
CPA
1993
Cowen Prime Advisors
New York
$142K – – –
FMTCOCP
1994
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$142K +$6.43K +30 +5%
SIS
1995
Sound Income Strategies
Florida
$139K +$27.9K +130 +25%
NC
1996
NewSquare Capital
Pennsylvania
$138K -$23.4K -109 -14%
TFGT
1997
TS Financial Group (TSFG)
Illinois
$137K +$13.5K +63 +11%
IRC
1998
Investors Research Corp
Georgia
$135K +$12K +56 +10%
FEG
1999
Financial Enhancement Group
Indiana
$134K -$7.5K -35 -5%
BWA
2000
BDO Wealth Advisors
Florida
$134K +$25.9K +121 +24%
78 79
80
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