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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
SOAMC
2001
Spirit of America Management Corp
New York
$765K -$109K -400 -13%
WP
2002
Waycross Partners
Kentucky
$764K – – –
WF
2003
WoodTrust Financial
Wisconsin
$764K -$166K -609 -19%
TFG
2004
Taylor Financial Group
Virginia
$763K +$701K +2,575 New
SFG
2005
Summit Financial Group
West Virginia
$762K -$21K -77 -3%
DFG
2006
Delta Financial Group
New Jersey
$762K +$19.3K +71 +3%
BWM
2007
Baystate Wealth Management
Massachusetts
$762K +$2.18K +8 +0.3%
CFG
2008
Cooper Financial Group
California
$760K -$33.7K -124 -5%
SHFA
2009
SS&H Financial Advisors
Michigan
$757K – – –
CWM
2010
Concentric Wealth Management
California
$756K +$9.53K +35 +1%
CPW
2011
Cove Private Wealth
New York
$756K +$694K +2,550 New
FA
2012
Fiduciary Alliance
South Carolina
$756K -$14.4K -53 -2%
ARC
2013
Advisor Resource Council
Texas
$756K +$693K +2,548 New
TPWM
2014
Twelve Points Wealth Management
Massachusetts
$754K +$37.8K +139 +6%
ORC
2015
O'Rourke & Company
Massachusetts
$753K +$1.09K +4 +0.2%
IA
2016
IAM Advisory
Pennsylvania
$750K +$3.81K +14 +0.6%
SWIG
2017
Strategic Wealth Investment Group
Kentucky
$750K +$86.3K +317 +14%
NME
2018
Notis-McConarty Edward
$748K – – –
OFS
2019
Oldfather Financial Services
Nebraska
$746K +$12.8K +47 +2%
AF
2020
Aldebaran Financial
$746K -$6.26K -23 -0.9%
FWM
2021
Fairhaven Wealth Management
Illinois
$745K -$35.4K -130 -5%
TF
2022
Threadgill Financial
Texas
$744K +$11.4K +42 +2%
GC
2023
Guidance Capital
Kentucky
$743K +$22.3K +82 +3%
HAS
2024
Holland Advisory Services
Florida
$743K +$3.54K +13 +0.5%
D
2025
Diversified
Delaware
$743K +$71.9K +264 +12%
79 80
81
82 83