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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
2001
Personal CFO Solutions
New Jersey
$656K -$43.2K -163 -6%
MWPCG
2002
Measured Wealth Private Client Group
New Hampshire
$656K +$20.2K +76 +3%
MAM
2003
MWA Asset Management
Massachusetts
$656K -$75.9K -286 -10%
VPP
2004
Vertex Planning Partners
Illinois
$655K -$10.3K -39 -1%
FPWM
2005
FSB Premier Wealth Management
Iowa
$654K -$26.8K -101 -4%
W
2006
Wealthquest
Ohio
$653K +$265 +1 +0%
IA
2007
IAM Advisory
Pennsylvania
$653K +$4.51K +17 +0.7%
SLWA
2008
San Luis Wealth Advisors
California
$653K +$680K +2,562 New
QC
2009
Quent Capital
New York
$652K -$118K -446 -15%
FDDB
2010
Fidelity D&D Bancorp
Pennsylvania
$652K -$531 -2 -0.1%
CWM
2011
Concentric Wealth Management
California
$650K – – –
SHFA
2012
SS&H Financial Advisors
Michigan
$650K – – –
CPW
2013
Cove Private Wealth
New York
$650K – – –
DL
2014
DOHJ LLC
Washington
$649K +$50.1K +189 +8%
BMO
2015
Beck Mack & Oliver
New York
$649K -$2.65K -10 -0.4%
SG
2016
Somerset Group
Minnesota
$648K – – –
CWA
2017
CM Wealth Advisors
Ohio
$644K +$322K +1,215 +92%
LOIP
2018
Live Oak Investment Partners
Texas
$644K – – –
GC
2019
Garde Capital
Washington
$644K -$9.55K -36 -1%
AF
2020
Aldebaran Financial
$642K +$796 +3 +0.1%
KS
2021
Karpas Strategies
Connecticut
$642K +$3.45K +13 +0.5%
WWP
2022
WR Wealth Planners
Missouri
$641K -$36.1K -136 -5%
WDC
2023
Woodward Diversified Capital
California
$641K +$35.3K +133 +6%
HAS
2024
Holland Advisory Services
Florida
$641K – – –
LFP
2025
Lakeshore Financial Planning
Michigan
$640K -$5.31K -20 -0.8%
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81
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