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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2001
Latitude Advisors
Florida
$656K -$7.96K -30 -1%
PCS
2002
Personal CFO Solutions
New Jersey
$656K -$43.2K -163 -6%
MWPCG
2003
Measured Wealth Private Client Group
New Hampshire
$656K +$20.2K +76 +3%
MAM
2004
MWA Asset Management
Massachusetts
$656K -$75.9K -286 -10%
VPP
2005
Vertex Planning Partners
Illinois
$655K -$10.3K -39 -1%
FPWM
2006
FSB Premier Wealth Management
Iowa
$654K -$26.8K -101 -4%
W
2007
Wealthquest
Ohio
$653K +$265 +1 +0%
IA
2008
IAM Advisory
Pennsylvania
$653K +$4.51K +17 +0.7%
SLWA
2009
San Luis Wealth Advisors
California
$653K +$680K +2,562 New
QC
2010
Quent Capital
New York
$652K -$118K -446 -15%
FDDB
2011
Fidelity D&D Bancorp
Pennsylvania
$652K -$531 -2 -0.1%
CWM
2012
Concentric Wealth Management
California
$650K – – –
SHFA
2013
SS&H Financial Advisors
Michigan
$650K – – –
CPW
2014
Cove Private Wealth
New York
$650K – – –
DL
2015
DOHJ LLC
Washington
$649K +$50.1K +189 +8%
BMO
2016
Beck Mack & Oliver
New York
$649K -$2.65K -10 -0.4%
SG
2017
Somerset Group
Minnesota
$648K – – –
CWA
2018
CM Wealth Advisors
Ohio
$644K +$322K +1,215 +92%
LOIP
2019
Live Oak Investment Partners
Texas
$644K – – –
GC
2020
Garde Capital
Washington
$644K -$9.55K -36 -1%
AF
2021
Aldebaran Financial
$642K +$796 +3 +0.1%
KS
2022
Karpas Strategies
Connecticut
$642K +$3.45K +13 +0.5%
WWP
2023
WR Wealth Planners
Missouri
$641K -$36.1K -136 -5%
WDC
2024
Woodward Diversified Capital
California
$641K +$35.3K +133 +6%
HAS
2025
Holland Advisory Services
Florida
$641K – – –
79 80
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