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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
NME
1976
Notis-McConarty Edward
$665K – – –
OL
1977
Owen LaRue
Kentucky
$664K +$471K +1,650 +189%
IA
1978
IAM Advisory
Pennsylvania
$663K +$3.99K +14 +0.6%
CWM
1979
Concentric Wealth Management
California
$663K – – –
CB
1980
Centennial Bank
Arkansas
$663K +$79.9K +280 +13%
TFP
1981
Tilia Fiduciary Partners
North Carolina
$661K +$38.2K +134 +6%
AC
1982
Allstate Corporation
Illinois
$660K – – –
KA
1983
Klingman & Associates
New York
$660K -$23.1K -81 -3%
WWG
1984
West Wealth Group
California
$659K -$17.1K -60 -2%
BMO
1985
Beck Mack & Oliver
New York
$659K – – –
TA
1986
TCM Advisors
West Virginia
$659K – – –
DFG
1987
Delta Financial Group
New Jersey
$658K +$713K +2,499 New
HAS
1988
Holland Advisory Services
Florida
$657K +$121K +424 +20%
MWPCG
1989
Measured Wealth Private Client Group
New Hampshire
$656K -$37.1K -130 -5%
KS
1990
Karpas Strategies
Connecticut
$654K -$115K -403 -14%
PPWM
1991
Paragon Private Wealth Management
Kentucky
$653K +$5.7K +20 +0.8%
AC
1992
ASB Consultores
Florida
$651K -$95.8K -336 -12%
OHWA
1993
Oak Hill Wealth Advisors
Virginia
$651K +$67K +235 +11%
TC
1994
Trust Company
Kansas
$651K +$37.9K +133 +6%
OFS
1995
Oldfather Financial Services
Nebraska
$651K +$570 +2 +0.1%
DLCIG
1996
D.L. Carlson Investment Group
New Hampshire
$650K -$8.56K -30 -1%
MAM
1997
Meeder Asset Management
Ohio
$646K -$36.2K -127 -5%
CBFP
1998
Cedar Brook Financial Partners
Ohio
$645K -$50.2K -176 -7%
ACA
1999
Ackerman Capital Advisors
Texas
$645K – – –
IIC
2000
Integrated Investment Consultants
Michigan
$644K -$34.5K -121 -5%
78 79
80
81 82