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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1976
Ballast Advisors
Minnesota
$271K +$272K +1,372 New
EI
1977
Ellevest Inc
New York
$270K +$54.5K +275 +25%
MGIA
1978
Moneta Group Investment Advisors
Missouri
$268K -$56.1K -283 -17%
MCP
1979
Mirador Capital Partners
California
$268K +$59.3K +299 +28%
VHAM
1980
Van Hulzen Asset Management
California
$266K -$281K -1,418 -51%
CCM
1981
Condor Capital Management
New Jersey
$265K -$198 -1 -0.1%
1IA
1982
1834 Investment Advisors
Wisconsin
$265K – – –
SC
1983
Slow Capital
California
$265K +$71.8K +362 +37%
PWM
1984
Provident Wealth Management
Tennessee
$265K +$266K +1,340 New
EM
1985
Excalibur Management
Massachusetts
$263K +$2.18K +11 +0.8%
CAM
1986
CenterStar Asset Management
Illinois
$260K – – –
UF
1987
Univest Financial
Pennsylvania
$258K +$127K +640 +43%
PA
1988
PSI Advisors
Florida
$258K +$259K +1,306 New
ISWM
1989
Independent Solutions Wealth Management
New York
$257K +$258K +1,301 New
HSWM
1990
Hubbell Strickland Wealth Management
Louisiana
$257K -$19.2K -97 -7%
BP
1991
Broadleaf Partners
Ohio
$255K +$11.9K +60 +5%
MW
1992
Marcum Wealth
Ohio
$254K +$255K +1,285 New
DOA
1993
D'Orazio & Associates
Virginia
$252K +$1.39K +7 +0.6%
FWM
1994
Focused Wealth Management
New York
$252K +$52K +262 +26%
SFG
1995
Sather Financial Group
Texas
$252K +$59.5K +300 +31%
BCM
1996
Becker Capital Management
Oregon
$250K – – –
TPW
1997
Tiller Private Wealth
Pennsylvania
$250K +$33.3K +168 +15%
IWAG
1998
Integer Wealth Advisors Group
Georgia
$250K +$231K +1,166 New
SFG
1999
Sunburst Financial Group
Alabama
$250K +$251K +1,266 New
GC
2000
Grace Capital
Massachusetts
$249K -$79.3K -400 -24%
78 79
80
81 82