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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
ONST
2001
Old North State Trust
North Carolina
$820K -$14.6K -48 -2%
COCM
2002
Charter Oak Capital Management
New Hampshire
$817K -$7.91K -26 -1%
BOM
2003
Bank of Marin
California
$817K – – –
SAW
2004
Signal Advisors Wealth
Michigan
$815K -$1.54M -5,049 -65%
PFG
2005
PAX Financial Group
Texas
$814K -$52.4K -172 -6%
B
2006
Barings
North Carolina
$813K +$248K +814 +44%
HT
2007
Headlands Technologies
Illinois
$813K +$814K +2,674 New
CAM
2008
Chesapeake Asset Management
New York
$812K -$10.7K -35 -1%
EM
2009
ELCO Management
New York
$812K -$25.6K -84 -3%
SSA
2010
Sierra Summit Advisors
Nevada
$810K -$750K -2,465 -48%
KWM
2011
KFG Wealth Management
Indiana
$809K -$13.7K -45 -2%
IWA
2012
IBEX Wealth Advisors
New Jersey
$808K -$26.2K -86 -3%
AWM
2013
Aprio Wealth Management
Georgia
$807K +$93.7K +308 +13%
FDDB
2014
Fidelity D&D Bancorp
Pennsylvania
$807K +$143K +471 +22%
ML
2015
McAdam LLC
Pennsylvania
$807K +$62.4K +205 +8%
TGAM
2016
TBH Global Asset Management
Tennessee
$804K -$59K -194 -7%
FMTC
2017
Farmers & Merchants Trust Company
California
$803K -$60K -197 -7%
WI
2018
WrapManager Inc
California
$803K -$456K -1,498 -36%
VV
2019
Verity & Verity
South Carolina
$802K -$272K -893 -25%
IA
2020
IAM Advisory
Pennsylvania
$802K +$4.57K +15 +0.6%
RFA
2021
Rollins Financial Advisors
New York
$801K -$35.3K -116 -4%
MP
2022
McDonald Partners
Ohio
$800K -$975K -3,203 -55%
GAM
2023
Gould Asset Management
California
$797K +$12.8K +42 +2%
AWM
2024
Atticus Wealth Management
Florida
$795K -$41.7K -137 -5%
EB
2025
Exchange Bank
California
$793K +$119K +390 +18%
79 80
81
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