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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
2001
Ridgecrest Wealth Partners
California
$641K +$285 +1 +0%
OCG
2002
Opus Capital Group
Ohio
$641K -$37.1K -130 -5%
DIM
2003
Delta Investment Management
California
$641K +$5.99K +21 +0.9%
LB
2004
Legacy Bridge
Iowa
$640K – – –
TI
2005
Truepoint Inc
Ohio
$639K +$421K +1,475 +155%
MSFP
2006
Mark Sheptoff Financial Planning
Connecticut
$638K – – –
BWP
2007
Baldwin Wealth Partners
Massachusetts
$638K – – –
LGA
2008
Lebenthal Global Advisors
New York
$636K +$9.13K +32 +1%
GG
2009
Gleason Group
Kentucky
$635K +$2.57K +9 +0.4%
TPWM
2010
Twelve Points Wealth Management
Massachusetts
$634K +$12.8K +45 +2%
VST
2011
Van Strum & Towne
California
$632K – – –
AC
2012
Avestar Capital
New York
$632K -$50.2K -176 -7%
AWA
2013
Aletheian Wealth Advisors
Washington
$629K -$53.6K -188 -7%
ZB
2014
Zions Bancorporation
Utah
$623K -$195K -684 -22%
KWM
2015
Keebeck Wealth Management
Illinois
$621K +$3.42K +12 +0.5%
1WA
2016
180 Wealth Advisors
Washington
$621K -$1.71K -6 -0.3%
SFG
2017
SNS Financial Group
Minnesota
$619K -$3.14K -11 -0.5%
PCP
2018
Proficio Capital Partners
Massachusetts
$618K +$69K +242 +12%
CPC
2019
Congress Park Capital
New York
$618K – – –
GC
2020
Garde Capital
Washington
$617K +$4.28K +15 +0.6%
OWA
2021
Octavia Wealth Advisors
Ohio
$617K +$51.1K +179 +8%
AGWCA
2022
Annis Gardner Whiting Capital Advisors
Florida
$617K +$668K +2,342 New
TF
2023
Threadgill Financial
Texas
$616K +$703K +2,466 New
GC
2024
Guidance Capital
Kentucky
$616K +$17.1K +60 +3%
LOIP
2025
Live Oak Investment Partners
Texas
$616K – – –
79 80
81
82 83