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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
HCMG
2001
Howard Capital Management Group
California
$843K -$7.48K -25 -0.9%
AWM
2002
Atticus Wealth Management
Florida
$840K +$93.6K +313 +13%
PCA
2003
Purkiss Capital Advisors
Connecticut
$839K -$136K -454 -14%
AI
2004
Arrien Investments
Idaho
$836K +$4.19K +14 +0.5%
QWM
2005
Quadcap Wealth Management
Texas
$836K -$2.69K -9 -0.3%
SWA
2006
SOA Wealth Advisors
New York
$836K +$1.98M +6,629 +246%
ONST
2007
Old North State Trust
North Carolina
$832K – – –
KWM
2008
Keebeck Wealth Management
Illinois
$827K +$12K +40 +2%
PDL
2009
Portfolio Design Labs
California
$825K -$520K -1,737 -40%
LOIP
2010
Live Oak Investment Partners
Texas
$824K +$789K +2,638 New
GHA
2011
Granite Harbor Advisors
Texas
$823K +$31.1K +104 +4%
CWA
2012
Canvas Wealth Advisors
Kansas
$822K +$57.1K +191 +8%
TC
2013
TFR Capital
Texas
$818K +$419K +1,400 +115%
QWP
2014
Quotient Wealth Partners
Texas
$817K +$77.2K +258 +11%
IP
2015
Ignite Planners
California
$817K +$71.2K +238 +10%
PAM
2016
PCG Asset Management
New Jersey
$816K +$7.48K +25 +1%
CWA
2017
Centennial Wealth Advisory
Michigan
$816K +$72.7K +243 +10%
WAG
2018
Winthrop Advisory Group
Massachusetts
$816K +$13.8K +46 +2%
AP
2019
Advisors Preferred
Maryland
$815K +$778K +2,600 New
SPWM
2020
Schrum Private Wealth Management
Florida
$815K – – –
CRWM
2021
Castle Rock Wealth Management
California
$815K -$117K -391 -13%
IA
2022
IAM Advisory
Pennsylvania
$815K +$4.79K +16 +0.6%
HWM
2023
Horizon Wealth Management
Illinois
$814K -$3.59K -12 -0.5%
BB
2024
Berkshire Bank
Massachusetts
$812K -$24.5K -82 -3%
SMH
2025
Sanders Morris Harris
Texas
$812K – – –
79 80
81
82 83