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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
1976
PAX Financial Group
Texas
$833K -$94.3K -306 -10%
IA
1977
Intellus Advisors
Florida
$830K +$308 +1 +0%
RWMG
1978
Redwood Wealth Management Group
New Jersey
$830K -$19.7K -64 -2%
TGAM
1979
TBH Global Asset Management
Tennessee
$830K -$77.4K -251 -8%
FMTC
1980
Farmers & Merchants Trust Company
California
$830K +$116K +376 +15%
BAM
1981
Blueshift Asset Management
New Jersey
$827K -$117K -380 -12%
MIM
1982
Miller Investment Management
Pennsylvania
$826K – – –
FCCM
1983
First City Capital Management
Georgia
$826K -$4.01K -13 -0.5%
ICM
1984
IMS Capital Management
Oregon
$825K +$38.2K +124 +5%
WCM
1985
Wellington Capital Management
Maryland
$825K +$870K +2,822 New
BEC
1986
Blue Edge Capital
Virginia
$824K – – –
BFO
1987
Biltmore Family Office
North Carolina
$824K -$565K -1,833 -39%
WF
1988
WoodTrust Financial
Wisconsin
$821K – – –
SAF
1989
Smith Anglin Financial
Texas
$821K -$16K -52 -2%
BIAS
1990
Beacon Investment Advisory Services
New Jersey
$819K -$477K -1,546 -36%
CRIG
1991
Charter Research & Investment Group
Connecticut
$818K -$33K -107 -4%
OC
1992
Oarsman Capital
Wisconsin
$815K -$4.62K -15 -0.5%
KW
1993
KWB Wealth
California
$814K -$44.7K -145 -5%
CA
1994
CapWealth Advisors
Tennessee
$813K -$140K -455 -14%
CFG
1995
Chapman Financial Group
Hawaii
$812K +$856K +2,778 New
KNW
1996
Kesler Norman & Wride
Utah
$810K -$14.2K -46 -2%
APW
1997
Austin Private Wealth
Texas
$809K +$5.24K +17 +0.6%
GSWM
1998
Golden State Wealth Management
California
$808K +$4.32K +14 +0.5%
GLLW
1999
Graves Light Lenhart Wealth
Virginia
$807K -$5.24K -17 -0.6%
SIA
2000
Soltis Investment Advisors
Utah
$807K -$30.8K -100 -3%
78 79
80
81 82