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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1976
RiverPark Advisors
New York
$797K – – –
KWM
1977
KFG Wealth Management
Indiana
$796K +$315K +1,083 +62%
BWA
1978
Bordeaux Wealth Advisors
California
$796K -$582 -2 -0.1%
FHWM
1979
Fox Hill Wealth Management
Massachusetts
$795K -$212K -729 -21%
BEC
1980
Blue Edge Capital
Virginia
$795K – – –
EA
1981
Eudaimonia Advisors
Tennessee
$795K +$18.3K +63 +2%
B
1982
Bellecapital
Switzerland
$795K -$44.2K -152 -5%
GC
1983
Guidance Capital
Kentucky
$792K +$137K +472 +19%
CRIG
1984
Charter Research & Investment Group
Connecticut
$789K – – –
LCM
1985
LCM Capital Management
Illinois
$789K -$1.75K -6 -0.2%
TF
1986
Threadgill Financial
Texas
$786K +$81.4K +280 +11%
BMC
1987
Benin Management Corp
Connecticut
$786K -$88.7K -305 -10%
OPOWM
1988
One Plus One Wealth Management
Florida
$785K -$5.82K -20 -0.7%
BHBT
1989
Burke & Herbert Bank & Trust
Virginia
$785K -$275K -946 -25%
PBO
1990
Peoples Bank (Ohio)
Ohio
$784K -$69.5K -239 -8%
GLLW
1991
Graves Light Lenhart Wealth
Virginia
$784K – – –
CFP
1992
Cascade Financial Partners
California
$783K +$852K +2,929 New
AGWCA
1993
Annis Gardner Whiting Capital Advisors
Florida
$781K +$42.5K +146 +6%
LGA
1994
Lebenthal Global Advisors
New York
$780K -$10.5K -36 -1%
FFC
1995
First Financial Corp
Indiana
$777K -$265K -911 -25%
PTC
1996
Philadelphia Trust Company
Pennsylvania
$776K -$50.9K -175 -6%
BWP
1997
Balboa Wealth Partners
Arizona
$775K -$295K -1,016 -27%
FCFC
1998
First Citizens Financial Corp
Iowa
$775K +$4.36K +15 +0.5%
CG
1999
Clarus Group
Texas
$774K -$36.4K -125 -4%
MW
2000
MBL Wealth
North Carolina
$773K -$88.7K -305 -10%
78 79
80
81 82