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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1976
Barber Financial Group
Kansas
$275K +$21.2K +107 +8%
MWP
1977
Meridian Wealth Partners
Pennsylvania
$275K +$276K +1,390 New
FCCM
1978
First City Capital Management
Georgia
$274K -$24.8K -125 -8%
MWM
1979
Modera Wealth Management
New Jersey
$274K -$4.76K -24 -2%
OPCM
1980
Osborne Partners Capital Management
California
$274K – – –
BA
1981
Ballast Advisors
Minnesota
$271K +$272K +1,372 New
EI
1982
Ellevest Inc
New York
$270K +$54.5K +275 +25%
MGIA
1983
Moneta Group Investment Advisors
Missouri
$268K -$56.1K -283 -17%
MCP
1984
Mirador Capital Partners
California
$268K +$59.3K +299 +28%
VHAM
1985
Van Hulzen Asset Management
California
$266K -$281K -1,418 -51%
CCM
1986
Condor Capital Management
New Jersey
$265K -$198 -1 -0.1%
1IA
1987
1834 Investment Advisors
Wisconsin
$265K – – –
SC
1988
Slow Capital
California
$265K +$71.8K +362 +37%
PWM
1989
Provident Wealth Management
Tennessee
$265K +$266K +1,340 New
EM
1990
Excalibur Management
Massachusetts
$263K +$2.18K +11 +0.8%
CAM
1991
CenterStar Asset Management
Illinois
$260K – – –
UF
1992
Univest Financial
Pennsylvania
$258K +$127K +640 +43%
PA
1993
PSI Advisors
Florida
$258K +$259K +1,306 New
ISWM
1994
Independent Solutions Wealth Management
New York
$257K +$258K +1,301 New
HSWM
1995
Hubbell Strickland Wealth Management
Louisiana
$257K -$19.2K -97 -7%
BP
1996
Broadleaf Partners
Ohio
$255K +$11.9K +60 +5%
MW
1997
Marcum Wealth
Ohio
$254K +$255K +1,285 New
DOA
1998
D'Orazio & Associates
Virginia
$252K +$1.39K +7 +0.6%
FWM
1999
Focused Wealth Management
New York
$252K +$52K +262 +26%
SFG
2000
Sather Financial Group
Texas
$252K +$59.5K +300 +31%
78 79
80
81 82