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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
AGWCA
1976
Annis Gardner Whiting Capital Advisors
Florida
$874K -$9.87K -33 -1%
FRA
1977
Front Row Advisors
California
$871K -$50.5K -169 -6%
FPWM
1978
FSB Premier Wealth Management
Iowa
$870K +$79.9K +267 +11%
PCS
1979
Personal CFO Solutions
New Jersey
$870K +$35.9K +120 +5%
TT
1980
TI-Trust
Illinois
$869K – – –
GLLW
1981
Graves Light Lenhart Wealth
Virginia
$868K +$21.5K +72 +3%
FDS
1982
First Dallas Securities
Texas
$867K -$29.9K -100 -3%
PCM
1983
Penserra Capital Management
California
$867K +$272K +909 +49%
GWWM
1984
Great Waters Wealth Management
Minnesota
$864K +$828K +2,767 New
APW
1985
Austin Private Wealth
Texas
$860K +$54.1K +181 +7%
GSWM
1986
Golden State Wealth Management
California
$859K +$86.4K +289 +12%
NWAG
1987
Net Worth Advisory Group
Utah
$859K +$183K +612 +29%
CWM
1988
Circle Wealth Management
New Jersey
$859K -$63.7K -213 -7%
JE
1989
JMAC Enterprises
Pennsylvania
$857K -$1.68M -5,607 -67%
HWMG
1990
Hurlow Wealth Management Group
Indiana
$855K -$29.9K -100 -4%
CAM
1991
Chesapeake Asset Management
New York
$855K +$38.9K +130 +5%
BWA
1992
Blodgett Wealth Advisors
California
$854K -$15K -50 -2%
GAM
1993
Gould Asset Management
California
$850K +$1.5K +5 +0.2%
BOM
1994
Bank of Marin
California
$848K – – –
RFA
1995
Rollins Financial Advisors
New York
$847K -$11.4K -38 -1%
IA
1996
Insight Advisors
Pennsylvania
$847K -$12.6K -42 -2%
WF
1997
Wayfinding Financial
Washington
$847K -$3.59K -12 -0.4%
CVA
1998
Central Valley Advisors
California
$847K -$299K -999 -27%
EAM
1999
Evanson Asset Management
California
$845K -$125K -417 -13%
ICM
2000
IMS Capital Management
Oregon
$844K -$15K -50 -2%
78 79
80
81 82