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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
AMC
1976
Asset Management Corp
Illinois
$544K +$212K +853 +63%
LCS
1977
Levin Capital Strategies
New York
$543K -$99.6K -400 -15%
LFM
1978
LGT Fund Management
Liechtenstein
$543K – – –
LWP
1979
Lumature Wealth Partners
Georgia
$543K +$289K +1,160 +112%
WCM
1980
Wallace Capital Management
Texas
$542K +$498 +2 +0.1%
CAM
1981
Campion Asset Management
Virginia
$541K – – –
FAB
1982
First American Bank
Illinois
$540K – – –
BFG
1983
Berger Financial Group
Minnesota
$540K +$63.5K +255 +13%
PP
1984
PDS Planning
Ohio
$539K +$9.71K +39 +2%
FWM
1985
Fingerlakes Wealth Management
New York
$538K -$30.4K -122 -5%
SIG
1986
Spinnaker Investment Group
California
$535K -$25.7K -103 -5%
EIG
1987
Ellenbecker Investment Group
Wisconsin
$535K +$2.24K +9 +0.4%
CF
1988
Corrigan Financial
Rhode Island
$535K +$25.9K +104 +5%
1WA
1989
180 Wealth Advisors
Washington
$534K -$1.74K -7 -0.3%
TC
1990
Tacita Capital
Ontario, Canada
$534K – – –
OWA
1991
Outlook Wealth Advisors
Texas
$534K +$6.23K +25 +1%
FPAS
1992
Focus Partners Advisor Solutions
Missouri
$534K +$539K +2,162 New
PO
1993
Private Ocean
California
$533K +$747 +3 +0.1%
HC
1994
Hamilton Capital
Ohio
$533K +$102K +411 +24%
JWM
1995
Jeppson Wealth Management
California
$532K – – –
RB
1996
Richmond Brothers
Michigan
$531K -$96.2K -386 -15%
SA
1997
Syntax Advisors
New York
$531K +$16.4K +66 +3%
VCG
1998
Vantage Consulting Group
Virginia
$531K +$16.4K +66 +3%
RF
1999
Resolute Financial
Massachusetts
$531K +$77.5K +311 +17%
BW
2000
Bison Wealth
Georgia
$531K +$109K +436 +25%
78 79
80
81 82