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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2001
Lakeridge Wealth Management
Ohio
$765K +$2.76K +10 +0.4%
GWM
2002
GDS Wealth Management
Texas
$762K +$9.65K +35 +1%
SIA
2003
Schear Investment Advisers
Ohio
$759K +$14.3K +52 +2%
OFS
2004
Oldfather Financial Services
Nebraska
$759K +$4.41K +16 +0.6%
IIC
2005
Integrated Investment Consultants
Michigan
$759K +$4M +14,526 +594%
NFSG
2006
Newbridge Financial Services Group
Florida
$758K -$376K -1,364 -35%
CWM
2007
Castle Wealth Management
Florida
$756K +$82.7K +300 +14%
LWL
2008
Leo Wealth LLC
Texas
$756K -$4.69K -17 -0.7%
LFP
2009
Lakeshore Financial Planning
Michigan
$755K -$8.27K -30 -1%
BCM
2010
Brasada Capital Management
Texas
$755K +$685K +2,486 New
ACA
2011
Ackerman Capital Advisors
Texas
$752K – – –
GG
2012
Gleason Group
Kentucky
$752K +$3.86K +14 +0.6%
TFG
2013
Tilson Financial Group
New Jersey
$750K +$679K +2,463 New
MIM
2014
Meridiem Investment Management
United Kingdom
$749K -$413K -1,500 -38%
CRI
2015
Colonial River Investments
Virginia
$749K -$246K -894 -27%
GWM
2016
Greenwich Wealth Management
Connecticut
$749K +$41.1K +149 +6%
DIM
2017
Delta Investment Management
California
$746K +$551 +2 +0.1%
NF
2018
Nvest Financial
New Hampshire
$746K +$351K +1,274 +108%
KW
2019
KWB Wealth
California
$744K -$377K -1,369 -32%
MAM
2020
Marotta Asset Management
Virginia
$742K -$3.86K -14 -0.6%
BBNA
2021
Bremer Bank National Association
Minnesota
$742K -$114K -415 -15%
VPP
2022
Vertex Planning Partners
Illinois
$742K -$37.5K -136 -5%
LB
2023
Legacy Bridge
Iowa
$739K – – –
VCAM
2024
Van Cleef Asset Management
Ohio
$737K +$415K +1,504 +164%
CAM
2025
Chesapeake Asset Management
New York
$732K +$25.9K +94 +4%
79 80
81
82 83