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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
2001
Mark Sheptoff Financial Planning
Connecticut
$585K +$4.22K +16 +0.7%
AMC
2002
Asset Management Corp
Illinois
$585K +$1.85K +7 +0.3%
DSC
2003
Duncker Streett & Co
Missouri
$583K – – –
TI
2004
tru Independence
Oregon
$583K +$2.64K +10 +0.5%
SQA
2005
Simon Quick Advisors
New Jersey
$583K +$122K +461 +26%
CFG
2006
Cooper Financial Group
California
$583K +$44.8K +170 +8%
EFG
2007
Ethos Financial Group
Pennsylvania
$580K +$580K +2,199 New
OWM
2008
OneAscent Wealth Management
Alabama
$580K +$109K +412 +23%
NAMM
2009
NorthStar Asset Management (Massachusetts)
Massachusetts
$580K – – –
ACM
2010
Absolute Capital Management
Pennsylvania
$580K +$580K +2,200 New
FCT
2011
Family Capital Trust
Massachusetts
$580K – – –
PCP
2012
Proficio Capital Partners
Massachusetts
$579K +$107K +407 +23%
RCM
2013
Raleigh Capital Management
North Carolina
$578K +$10.6K +40 +2%
AC
2014
Adelphi Capital
United Kingdom
$577K +$578K +2,191 New
LOIP
2015
Live Oak Investment Partners
Texas
$577K – – –
LWP
2016
Lumature Wealth Partners
Georgia
$576K -$16.4K -62 -3%
CAM
2017
Campion Asset Management
Virginia
$576K – – –
IP
2018
Ignite Planners
California
$575K +$78.6K +298 +18%
LFM
2019
LGT Fund Management
Liechtenstein
$574K – – –
KWS
2020
Keystone Wealth Services
California
$572K +$1.58K +6 +0.3%
AIM
2021
Avity Investment Management
Connecticut
$572K -$71.8K -272 -11%
DA
2022
Detalus Advisors
Missouri
$572K +$90K +341 +19%
MMHP
2023
Murphy Middleton Hinkle & Parker
Georgia
$571K -$35.6K -135 -6%
CWA
2024
CM Wealth Advisors
Ohio
$571K – – –
VWM
2025
Vigilare Wealth Management
Arizona
$569K +$1.85K +7 +0.3%
79 80
81
82 83