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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1976
KFG Wealth Management
Indiana
$796K +$315K +1,083 +62%
BWA
1977
Bordeaux Wealth Advisors
California
$796K -$582 -2 -0.1%
FHWM
1978
Fox Hill Wealth Management
Massachusetts
$795K -$212K -729 -21%
BEC
1979
Blue Edge Capital
Virginia
$795K – – –
EA
1980
Eudaimonia Advisors
Tennessee
$795K +$18.3K +63 +2%
B
1981
Bellecapital
Switzerland
$795K -$44.2K -152 -5%
GC
1982
Guidance Capital
Kentucky
$792K +$137K +472 +19%
CRIG
1983
Charter Research & Investment Group
Connecticut
$789K – – –
LCM
1984
LCM Capital Management
Illinois
$789K -$1.75K -6 -0.2%
TF
1985
Threadgill Financial
Texas
$786K +$81.4K +280 +11%
BMC
1986
Benin Management Corp
Connecticut
$786K -$88.7K -305 -10%
OPOWM
1987
One Plus One Wealth Management
Florida
$785K -$5.82K -20 -0.7%
BHBT
1988
Burke & Herbert Bank & Trust
Virginia
$785K -$275K -946 -25%
PBO
1989
Peoples Bank (Ohio)
Ohio
$784K -$69.5K -239 -8%
GLLW
1990
Graves Light Lenhart Wealth
Virginia
$784K – – –
CFP
1991
Cascade Financial Partners
California
$783K +$852K +2,929 New
AGWCA
1992
Annis Gardner Whiting Capital Advisors
Florida
$781K +$42.5K +146 +6%
LGA
1993
Lebenthal Global Advisors
New York
$780K -$10.5K -36 -1%
FFC
1994
First Financial Corp
Indiana
$777K -$265K -911 -25%
PTC
1995
Philadelphia Trust Company
Pennsylvania
$776K -$50.9K -175 -6%
BWP
1996
Balboa Wealth Partners
Arizona
$775K -$295K -1,016 -27%
FCFC
1997
First Citizens Financial Corp
Iowa
$775K +$4.36K +15 +0.5%
CG
1998
Clarus Group
Texas
$774K -$36.4K -125 -4%
MW
1999
MBL Wealth
North Carolina
$773K -$88.7K -305 -10%
PCS
2000
Personal CFO Solutions
New Jersey
$772K -$99.5K -342 -11%
78 79
80
81 82