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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
1976
Sargent Bickham Lagudis
Colorado
$187K -$319K -1,487 -63%
BWA
1977
Burt Wealth Advisors
Maryland
$183K – – –
ACM
1978
AUA Capital Management
Pennsylvania
$175K – – –
BWM
1979
Baystate Wealth Management
Massachusetts
$172K +$14.4K +67 +9%
ACC
1980
Accident Compensation Corp
New Zealand
$172K +$172K +800 New
WA
1981
Winfield Associates
Ohio
$157K +$6.43K +30 +4%
QCIG
1982
Quad-Cities Investment Group
Iowa
$156K – – –
TF
1983
TimeScale Financial
Massachusetts
$152K – – –
TC
1984
Truvestments Capital
Florida
$149K -$15.2K -71 -9%
LWM
1985
Liberty Wealth Management
California
$145K -$84.9K -396 -37%
MFT
1986
Moisand Fitzgerald Tamayo
Florida
$144K – – –
AJ
1987
Ashburton (Jersey)
Jersey
$142K – – –
CPA
1988
Cowen Prime Advisors
New York
$142K – – –
FMTCOCP
1989
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$142K +$6.43K +30 +5%
SIS
1990
Sound Income Strategies
Florida
$139K +$27.9K +130 +25%
NC
1991
NewSquare Capital
Pennsylvania
$138K -$23.4K -109 -14%
TFGT
1992
TS Financial Group (TSFG)
Illinois
$137K +$13.5K +63 +11%
IRC
1993
Investors Research Corp
Georgia
$135K +$12K +56 +10%
FEG
1994
Financial Enhancement Group
Indiana
$134K -$7.5K -35 -5%
BWA
1995
BDO Wealth Advisors
Florida
$134K +$25.9K +121 +24%
SLF
1996
Sun Life Financial
Ontario, Canada
$133K +$214 +1 +0.2%
HCM
1997
Horan Capital Management
Maryland
$133K +$26.8K +125 +25%
IAS
1998
IMA Advisory Services
Colorado
$131K +$214 +1 +0.2%
KWA
1999
KCS Wealth Advisory
California
$124K +$124K +579 New
TCCM
2000
Timber Creek Capital Management
Massachusetts
$124K – – –
78 79
80
81 82