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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
VST
1951
Van Strum & Towne
California
$444K – – –
BBI
1952
Baxter Bros Inc
Connecticut
$444K +$13.3K +114 +3%
CYG
1953
Clean Yield Group
Vermont
$444K +$171K +1,464 +62%
AIFAIM
1954
American Institute for Advanced Investment Management
Arizona
$443K +$17.1K +147 +4%
PA
1955
Procyon Advisors
Connecticut
$443K +$76.8K +659 +21%
OCPWS
1956
One Charles Private Wealth Services
Massachusetts
$443K +$228K +1,956 +105%
CHA
1957
Cooper/Haims Advisors
New York
$442K +$11.7K +100 +3%
PFC
1958
Phocas Financial Corp
California
$441K – – –
GAM
1959
Grandview Asset Management
Pennsylvania
$440K -$12.7K -109 -3%
FAG
1960
Financial Advisory Group
Texas
$440K +$57.6K +494 +15%
BA
1961
Bristlecone Advisors
Washington
$439K -$5.83K -50 -1%
WA
1962
WealthTrust Axiom
Pennsylvania
$439K – – –
HIP
1963
HUB Investment Partners
Texas
$437K +$87.5K +751 +25%
ACM
1964
AlphaCrest Capital Management
New York
$436K -$2.14M -18,391 -83%
MFG
1965
Magnus Financial Group
New York
$436K +$1.75K +15 +0.4%
ACM
1966
Aljian Capital Management
Nevada
$436K +$4.66K +40 +1%
ESB
1967
Essex Savings Bank
Connecticut
$436K +$42.2K +362 +11%
CFA
1968
Capstone Financial Advisors
Illinois
$434K +$143K +1,230 +49%
BCM
1969
Birch Capital Management
Texas
$433K – – –
FBT
1970
First Bank & Trust
South Dakota
$433K +$6.18K +53 +1%
HFM
1971
Harvest Fund Management
China
$432K -$318K -2,728 -42%
PCM
1972
Prelude Capital Management
New York
$432K -$133K -1,142 -23%
WR
1973
WD Rutherford
Oregon
$431K -$14.6K -125 -3%
RSWM
1974
Robertson Stephens Wealth Management
California
$431K +$16.3K +140 +4%
BO
1975
BRR OpCo
Ohio
$430K -$2.68K -23 -0.6%
77 78
79
80 81