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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1976
Prestige Wealth Management Group
New Jersey
$832K +$33.1K +111 +4%
ONST
1977
Old North State Trust
North Carolina
$832K -$20.9K -70 -2%
TGAM
1978
TBH Global Asset Management
Tennessee
$830K -$298 -1 -0%
DWM
1979
Daner Wealth Management
Georgia
$825K +$847K +2,841 New
LIM
1980
Longfellow Investment Management
Massachusetts
$824K -$53.4K -179 -6%
SWP
1981
Semus Wealth Partners
Florida
$823K +$31.9K +107 +4%
HWMG
1982
Hurlow Wealth Management Group
Indiana
$823K +$29.8K +100 +4%
MAM
1983
MWA Asset Management
Massachusetts
$822K +$60.5K +203 +8%
AGWCA
1984
Annis Gardner Whiting Capital Advisors
Florida
$820K +$53.4K +179 +7%
BPC
1985
Bearing Point Capital
Minnesota
$820K +$844K +2,830 New
MIM
1986
Miller Investment Management
Pennsylvania
$819K – – –
BEC
1987
Blue Edge Capital
Virginia
$817K – – –
TCBWMS
1988
Texas Capital Bank Wealth Management Services
Texas
$813K -$17.6K -59 -2%
NG
1989
Novem Group
New York
$813K +$836K +2,804 New
CRIG
1990
Charter Research & Investment Group
Connecticut
$812K – – –
FCFC
1991
First Citizens Financial Corp
Iowa
$810K +$8.35K +28 +1%
DIM
1992
Delta Investment Management
California
$809K +$102K +342 +14%
LAM
1993
L2 Asset Management
Massachusetts
$808K -$22.7K -76 -3%
CCC
1994
Compass Capital Corp
Massachusetts
$807K +$846K +2,836 New
BWA
1995
Blodgett Wealth Advisors
California
$807K -$14.9K -50 -2%
TT
1996
TI-Trust
Illinois
$806K – – –
PW
1997
Paladin Wealth
Minnesota
$803K +$28K +94 +4%
IA
1998
Integrity Alliance
Iowa
$801K +$824K +2,762 New
AFA
1999
AA Financial Advisors
Ohio
$799K +$107K +358 +15%
SHFA
2000
SS&H Financial Advisors
Michigan
$799K -$29.8K -100 -4%
78 79
80
81 82