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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
ETC
2001
Exchange Traded Concepts
Oklahoma
$765K +$11.6K +42 +2%
LWM
2002
Lakeridge Wealth Management
Ohio
$765K +$2.76K +10 +0.4%
GWM
2003
GDS Wealth Management
Texas
$762K +$9.65K +35 +1%
SIA
2004
Schear Investment Advisers
Ohio
$759K +$14.3K +52 +2%
OFS
2005
Oldfather Financial Services
Nebraska
$759K +$4.41K +16 +0.6%
IIC
2006
Integrated Investment Consultants
Michigan
$759K +$4M +14,526 +594%
NFSG
2007
Newbridge Financial Services Group
Florida
$758K -$376K -1,364 -35%
CWM
2008
Castle Wealth Management
Florida
$756K +$82.7K +300 +14%
LWL
2009
Leo Wealth LLC
Texas
$756K -$4.69K -17 -0.7%
LFP
2010
Lakeshore Financial Planning
Michigan
$755K -$8.27K -30 -1%
BCM
2011
Brasada Capital Management
Texas
$755K +$685K +2,486 New
ACA
2012
Ackerman Capital Advisors
Texas
$752K – – –
GG
2013
Gleason Group
Kentucky
$752K +$3.86K +14 +0.6%
TFG
2014
Tilson Financial Group
New Jersey
$750K +$679K +2,463 New
MIM
2015
Meridiem Investment Management
United Kingdom
$749K -$413K -1,500 -38%
CRI
2016
Colonial River Investments
Virginia
$749K -$246K -894 -27%
GWM
2017
Greenwich Wealth Management
Connecticut
$749K +$41.1K +149 +6%
DIM
2018
Delta Investment Management
California
$746K +$551 +2 +0.1%
NF
2019
Nvest Financial
New Hampshire
$746K +$351K +1,274 +108%
KW
2020
KWB Wealth
California
$744K -$377K -1,369 -32%
MAM
2021
Marotta Asset Management
Virginia
$742K -$3.86K -14 -0.6%
BBNA
2022
Bremer Bank National Association
Minnesota
$742K -$114K -415 -15%
VPP
2023
Vertex Planning Partners
Illinois
$742K -$37.5K -136 -5%
LB
2024
Legacy Bridge
Iowa
$739K – – –
VCAM
2025
Van Cleef Asset Management
Ohio
$737K +$415K +1,504 +164%
79 80
81
82 83