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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
CRIG
1976
Charter Research & Investment Group
Connecticut
$851K – – –
ALA
1977
Atlas Legacy Advisors
California
$848K +$73.7K +242 +9%
CA
1978
CapWealth Advisors
Tennessee
$845K – – –
LOIP
1979
Live Oak Investment Partners
Texas
$845K +$69.1K +227 +9%
SIA
1980
Soltis Investment Advisors
Utah
$845K +$5.78K +19 +0.7%
GSWM
1981
Golden State Wealth Management
California
$843K +$2.74K +9 +0.3%
FDW
1982
Fourth Dimension Wealth
Ohio
$843K +$243K +800 +41%
KWM
1983
Keebeck Wealth Management
Illinois
$842K +$26.2K +86 +3%
BCM
1984
Brasada Capital Management
Texas
$840K +$46.6K +153 +6%
CIM
1985
Cambria Investment Management
California
$839K +$494K +1,623 +142%
GWWM
1986
Great Waters Wealth Management
Minnesota
$837K – – –
CWM
1987
Circle Wealth Management
New Jersey
$836K -$53.3K -175 -6%
HFAS
1988
Hummer Financial Advisory Services
Illinois
$836K – – –
WDC
1989
Woodward Diversified Capital
California
$833K +$609 +2 +0.1%
EAM
1990
Evanson Asset Management
California
$832K -$137K -451 -14%
HWMG
1991
Hurlow Wealth Management Group
Indiana
$832K – – –
APW
1992
Austin Private Wealth
Texas
$830K -$11.9K -39 -1%
GHA
1993
Granite Harbor Advisors
Texas
$829K +$29.8K +98 +4%
TCOTS
1994
Trust Company of the South
North Carolina
$827K +$35K +115 +4%
CCA
1995
Childress Capital Advisors
Texas
$825K +$172K +565 +26%
TNA
1996
True North Advisors
Texas
$822K +$126K +413 +18%
BB
1997
Berkshire Bank
Massachusetts
$821K +$5.17K +17 +0.6%
AI
1998
Arrien Investments
Idaho
$821K +$3.65K +12 +0.4%
EA
1999
Everpar Advisors
Oklahoma
$821K +$44.7K +147 +6%
HCMG
2000
Howard Capital Management Group
California
$821K – – –
78 79
80
81 82