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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2001
Ark Wealth Advisors
California
$895K +$896K +2,927 New
WMA
2002
Wealth Management Associates
New Jersey
$894K -$7.66K -25 -0.8%
QWP
2003
Quotient Wealth Partners
Texas
$894K +$157K +514 +21%
OWA
2004
Oak Wealth Advisors
Illinois
$893K +$1.23K +4 +0.1%
MA
2005
MJP Associates
Connecticut
$893K -$91K -297 -9%
TT
2006
TI-Trust
Illinois
$892K -$4.29K -14 -0.5%
BWP
2007
Balboa Wealth Partners
Arizona
$891K +$25.7K +84 +3%
ZCP
2008
Z3 Capital Partners
Virginia
$891K +$893K +2,914 New
GPA
2009
Garrison Point Advisors
California
$890K +$11.9K +39 +1%
PMG
2010
ProVise Management Group
Florida
$889K -$9.19K -30 -1%
VFM
2011
Vision Financial Markets
Connecticut
$888K -$30.6K -100 -3%
RBFC
2012
Roman Butler Fullerton & Co
Missouri
$887K +$24.5K +80 +3%
7WCP
2013
71 West Capital Partners
Massachusetts
$884K +$886K +2,894 New
TGAM
2014
TBH Global Asset Management
Tennessee
$884K +$75.7K +247 +9%
WDC
2015
Woodward Diversified Capital
California
$884K +$46.9K +153 +6%
UAML
2016
US Asset Management LLC
Pennsylvania
$884K -$8.58K -28 -1%
BW
2017
BIP Wealth
Georgia
$882K +$292K +953 +49%
FRA
2018
Front Row Advisors
California
$881K – – –
BEC
2019
Blue Edge Capital
Virginia
$881K +$19.3K +63 +2%
CWM
2020
Cahaba Wealth Management
Georgia
$881K -$3.98K -13 -0.4%
WIA
2021
Westbourne Investment Advisors
Maryland
$881K – – –
DWMS
2022
Dominguez Wealth Management Solutions
Virginia
$879K -$3.98K -13 -0.4%
LF
2023
LifePlan Financial
Minnesota
$879K -$50.2K -164 -5%
TC
2024
TFR Capital
Texas
$878K +$11K +36 +1%
GIA
2025
GHP Investment Advisors
Colorado
$877K -$23.6K -77 -3%
79 80
81
82 83