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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
2001
SS&H Financial Advisors
Michigan
$799K -$29.8K -100 -4%
SAF
2002
Smith Anglin Financial
Texas
$798K +$2.98K +10 +0.4%
IA
2003
Insight Advisors
Pennsylvania
$798K -$25.3K -85 -3%
RFA
2004
Rollins Financial Advisors
New York
$798K +$1.49K +5 +0.2%
ICM
2005
IMS Capital Management
Oregon
$798K -$59.6K -200 -7%
GA
2006
Geller Advisors
New York
$791K -$596 -2 -0.1%
HFAS
2007
Hummer Financial Advisory Services
Illinois
$791K – – –
WF
2008
Wayfinding Financial
Washington
$790K +$813K +2,725 New
HCMG
2009
Howard Capital Management Group
California
$790K -$59.6K -200 -7%
PA
2010
PFG Advisors
Arizona
$789K +$21.5K +72 +3%
KTC
2011
Kentucky Trust Company
Kentucky
$789K +$812K +2,722 New
BOM
2012
Bank of Marin
California
$787K – – –
GAM
2013
Gould Asset Management
California
$787K +$5.96K +20 +0.7%
EMAM
2014
Encompass More Asset Management
California
$786K +$50.4K +169 +7%
ACG
2015
Allen Capital Group
Nebraska
$786K -$19.1K -64 -2%
GLLW
2016
Graves Light Lenhart Wealth
Virginia
$785K -$21.5K -72 -3%
SWA
2017
SOA Wealth Advisors
New York
$782K -$591K -1,981 -42%
MAG
2018
Mayfair Advisory Group
Alabama
$781K +$34.6K +116 +4%
DPI
2019
Diversified Portfolios Inc
Michigan
$780K -$94.8K -318 -11%
QWM
2020
Quadcap Wealth Management
Texas
$779K -$82K -275 -9%
PWA
2021
Provenance Wealth Advisors
Florida
$778K +$763K +2,560 +2,048%
AF
2022
Apexium Financial
Texas
$778K +$243K +815 +44%
BB
2023
Berkshire Bank
Massachusetts
$778K -$27.4K -92 -3%
CFP
2024
Cascade Financial Partners
California
$776K +$4.77K +16 +0.6%
AI
2025
Arrien Investments
Idaho
$773K +$4.17K +14 +0.5%
79 80
81
82 83