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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1976
LBMC Investment Advisors
Tennessee
$239K +$238K +1,296 New
BP
1977
Broadleaf Partners
Ohio
$238K – – –
DOA
1978
D'Orazio & Associates
Virginia
$238K +$1.28K +7 +0.5%
CAM
1979
Claret Asset Management
Quebec, Canada
$238K +$237K +1,290 New
PMG
1980
Private Management Group
California
$237K – – –
KPWG
1981
KFA Private Wealth Group
Virginia
$237K +$9.9K +54 +4%
ZF
1982
Zhang Financial
Michigan
$236K +$3.3K +18 +1%
FCCM
1983
First City Capital Management
Georgia
$236K +$235K +1,281 New
MSFP
1984
Mark Sheptoff Financial Planning
Connecticut
$235K -$36.7K -200 -14%
WIM
1985
Wittenberg Investment Management
Massachusetts
$235K – – –
TPW
1986
Tiller Private Wealth
Pennsylvania
$235K +$1.65K +9 +0.7%
AAM
1987
Autus Asset Management
Arizona
$235K +$233K +1,272 New
CFG
1988
Capstone Financial Group
Oklahoma
$234K +$4.03K +22 +2%
JIP
1989
Jaffetilchin Investment Partners
Florida
$234K +$233K +1,270 New
MGIA
1990
Matthew Goff Investment Advisor
Texas
$233K +$3.48K +19 +2%
MWM
1991
Merriman Wealth Management
Washington
$232K -$246K -1,340 -52%
CIS
1992
Connors Investor Services
Pennsylvania
$232K – – –
BWA
1993
Beam Wealth Advisors
Louisiana
$232K +$226K +1,233 New
SF
1994
Symphony Financial
Texas
$232K +$230K +1,257 New
TC
1995
Tatro Capital
Kentucky
$230K -$43.8K -239 -16%
NEIRG
1996
New England Investment & Retirement Group
Massachusetts
$230K – – –
IMOV
1997
Investment Management of Virginia
Virginia
$230K +$228K +1,246 New
AIA
1998
Allied Investment Advisors
Montana
$229K +$228K +1,241 New
BFWA
1999
Benchmark Financial Wealth Advisors
Florida
$229K +$228K +1,244 New
C
2000
Cerebellum
California
$229K +$244K +1,329 New
78 79
80
81 82