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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1976
PFG Advisors
Arizona
$240K +$17.8K +97 +8%
BA
1977
Ballast Advisors
Minnesota
$239K – – –
AA
1978
AlphaMark Advisors
Kentucky
$239K +$14.7K +80 +7%
HC
1979
Hamilton Capital
Ohio
$239K +$237K +1,294 New
LIA
1980
LBMC Investment Advisors
Tennessee
$239K +$238K +1,296 New
BP
1981
Broadleaf Partners
Ohio
$238K – – –
DOA
1982
D'Orazio & Associates
Virginia
$238K +$1.28K +7 +0.5%
CAM
1983
Claret Asset Management
Quebec, Canada
$238K +$237K +1,290 New
PMG
1984
Private Management Group
California
$237K – – –
KPWG
1985
KFA Private Wealth Group
Virginia
$237K +$9.9K +54 +4%
ZF
1986
Zhang Financial
Michigan
$236K +$3.3K +18 +1%
FCCM
1987
First City Capital Management
Georgia
$236K +$235K +1,281 New
MSFP
1988
Mark Sheptoff Financial Planning
Connecticut
$235K -$36.7K -200 -14%
WIM
1989
Wittenberg Investment Management
Massachusetts
$235K – – –
TPW
1990
Tiller Private Wealth
Pennsylvania
$235K +$1.65K +9 +0.7%
AAM
1991
Autus Asset Management
Arizona
$235K +$233K +1,272 New
CFG
1992
Capstone Financial Group
Oklahoma
$234K +$4.03K +22 +2%
JIP
1993
Jaffetilchin Investment Partners
Florida
$234K +$233K +1,270 New
MGIA
1994
Matthew Goff Investment Advisor
Texas
$233K +$3.48K +19 +2%
MWM
1995
Merriman Wealth Management
Washington
$232K -$246K -1,340 -52%
CIS
1996
Connors Investor Services
Pennsylvania
$232K – – –
BWA
1997
Beam Wealth Advisors
Louisiana
$232K +$226K +1,233 New
SF
1998
Symphony Financial
Texas
$232K +$230K +1,257 New
TC
1999
Tatro Capital
Kentucky
$230K -$43.8K -239 -16%
NEIRG
2000
New England Investment & Retirement Group
Massachusetts
$230K – – –
78 79
80
81 82