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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1976
Source Financial Advisors
New York
$412K +$133K +622 +51%
NPPM
1977
North Point Portfolio Managers
Ohio
$412K +$154K +720 +64%
NJBEST
1978
New Jersey Better Educational Savings Trust
New Jersey
$410K – – –
MSFP
1979
Mark Sheptoff Financial Planning
Connecticut
$410K +$42.8K +200 +12%
RWA
1980
Redhawk Wealth Advisors
Minnesota
$409K -$21.8K -102 -5%
RPG
1981
Resource Planning Group
Georgia
$408K +$1.93K +9 +0.5%
FPCG
1982
Fort Pitt Capital Group
Pennsylvania
$407K -$12.4K -58 -3%
AIM
1983
Avity Investment Management
Connecticut
$405K – – –
AFS
1984
Annapolis Financial Services
Maryland
$403K – – –
CRIG
1985
Charter Research & Investment Group
Connecticut
$403K – – –
SNB
1986
Security National Bank
Nebraska
$403K +$385K +1,800 New
LP
1987
LGL Partners
Pennsylvania
$401K – – –
SGK
1988
Steigerwald Gordon & Koch
Virginia
$400K +$5.13K +24 +1%
WCF
1989
West Coast Financial
California
$399K +$21.4K +100 +6%
NFG
1990
Nations Financial Group
Iowa
$398K -$14.1K -66 -4%
GM
1991
GeoWealth Management
Illinois
$398K -$11.3K -53 -3%
BWM
1992
BCS Wealth Management
Tennessee
$396K +$6.2K +29 +2%
FAB
1993
First American Bank
Illinois
$396K +$29.3K +137 +8%
CAM
1994
Campion Asset Management
Virginia
$395K +$377K +1,764 New
MW
1995
Marks Wealth
Maryland
$394K – – –
CSPAM
1996
Cary Street Partners Asset Management
Virginia
$394K +$42.8K +200 +13%
MIH
1997
Meitav Investment House
Israel
$394K +$160K +750 +75%
MWM
1998
Maltin Wealth Management
New Jersey
$393K +$2.14K +10 +0.6%
SAM
1999
Shikiar Asset Management
New York
$392K – – –
9WM
2000
9258 Wealth Management
Ohio
$392K +$13.3K +62 +4%
78 79
80
81 82