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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
2001
Austin Private Wealth
Texas
$248K +$249K +1,255 New
MPW
2002
Monterey Private Wealth
California
$248K +$249K +1,256 New
CHAM
2003
Clear Harbor Asset Management
Connecticut
$247K – – –
IWP
2004
Icon Wealth Partners
Texas
$247K +$41.9K +211 +20%
NEIRG
2005
New England Investment & Retirement Group
Massachusetts
$246K – – –
AS
2006
Altshuler Shaham
Israel
$246K +$49.8K +251 +25%
CFG
2007
Capstone Financial Group
Oklahoma
$246K +$247K +1,246 New
TIM
2008
Tortoise Investment Management
New York
$245K +$5.95K +30 +2%
SL
2009
Salomon & Ludwin
Virginia
$244K – – –
TC
2010
Tatro Capital
Kentucky
$244K +$245K +1,236 New
HHGA
2011
Halbert Hargrove Global Advisors
California
$243K -$5.16K -26 -2%
OAM
2012
Occidental Asset Management
California
$242K – – –
CIS
2013
Connors Investor Services
Pennsylvania
$241K – – –
BWP
2014
Baldwin Wealth Partners
Massachusetts
$240K – – –
FCA
2015
FinTrust Capital Advisors
South Carolina
$240K +$29.2K +147 +14%
NAM
2016
NTV Asset Management
West Virginia
$240K +$240K +1,212 New
WA
2017
Wealth Architects
California
$239K -$1.59K -8 -0.7%
IPW
2018
Inlet Private Wealth
Florida
$238K – – –
PVWM
2019
Point View Wealth Management
New Jersey
$238K – – –
RGIA
2020
Rainier Group Investment Advisory
Washington
$238K +$5.55K +28 +2%
CGA
2021
Crescent Grove Advisors
Illinois
$237K -$397 -2 -0.2%
OPTFSNA
2022
Old Point Trust & Financial Services N A
Virginia
$237K – – –
WB
2023
West Bancorporation
Iowa
$237K +$238K +1,199 New
MTC
2024
McDaniel Terry & Co
Texas
$236K – – –
SPL
2025
Smart Portfolios LLC
Washington
$236K – – –
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