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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
1976
O'Rourke & Company
Massachusetts
$780K +$21.2K +77 +3%
FDDB
1977
Fidelity D&D Bancorp
Pennsylvania
$779K – – –
W
1978
Wealthquest
Ohio
$778K +$1.1K +4 +0.2%
GIA
1979
GHP Investment Advisors
Colorado
$777K +$20.4K +74 +3%
CWM
1980
Concentric Wealth Management
California
$777K – – –
CPW
1981
Cove Private Wealth
New York
$777K – – –
KWM
1982
Keebeck Wealth Management
Illinois
$775K +$48.2K +175 +7%
PCS
1983
Personal CFO Solutions
New Jersey
$775K -$8.27K -30 -1%
MRCM
1984
M&R Capital Management
New Jersey
$775K -$299K -1,086 -30%
SG
1985
Somerset Group
Minnesota
$775K – – –
EMAM
1986
Encompass More Asset Management
California
$774K +$289K +1,048 +70%
SFB
1987
STAR Financial Bank
Indiana
$773K -$92.3K -335 -12%
AIIMS
1988
Analyst IMS Investment Management Services
Israel
$772K +$112K +408 +19%
RWP
1989
Ridgecrest Wealth Partners
California
$772K +$27.6K +100 +4%
MA
1990
MJP Associates
Connecticut
$771K -$25.6K -93 -4%
LOIP
1991
Live Oak Investment Partners
Texas
$771K – – –
CWA
1992
CM Wealth Advisors
Ohio
$770K – – –
WWP
1993
WR Wealth Planners
Missouri
$770K +$3.31K +12 +0.5%
PAA
1994
Peregrine Asset Advisers
Oregon
$769K +$124K +449 +22%
TFA
1995
Transamerica Financial Advisors
Florida
$769K -$33.6K -122 -5%
FPWM
1996
FSB Premier Wealth Management
Iowa
$769K -$11.6K -42 -2%
AF
1997
Aldebaran Financial
$768K +$551 +2 +0.1%
HAS
1998
Holland Advisory Services
Florida
$766K +$276 +1 +0%
GHA
1999
Granite Harbor Advisors
Texas
$765K -$5.83M -21,143 -89%
ETC
2000
Exchange Traded Concepts
Oklahoma
$765K +$11.6K +42 +2%
78 79
80
81 82