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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1951
Brown Wealth Management
Illinois
$552K +$6.47K +59 +1%
MCM
1952
Marathon Capital Management
Maryland
$552K – – –
LA
1953
LM Advisors
California
$551K +$219 +2 +0%
BCM
1954
Buckhead Capital Management
Georgia
$551K -$5.48K -50 -1%
MCM
1955
Magnolia Capital Management
New York
$550K – – –
SWM
1956
Segment Wealth Management
Texas
$549K -$32.4K -295 -6%
SSW
1957
Smith Shellnut Wilson
Mississippi
$549K – – –
CFS
1958
CRA Financial Services
New Jersey
$548K -$16.5K -150 -3%
PHAM
1959
Palisades Hudson Asset Management
Florida
$547K – – –
FCIM
1960
Fairview Capital Investment Management
California
$546K -$24.2K -221 -4%
RPWA
1961
Regent Peak Wealth Advisors
Georgia
$545K +$8.78K +80 +2%
WFI
1962
West Family Investments
California
$544K +$523K +4,772 New
CCFM
1963
Clear Creek Financial Management
Washington
$540K +$8.12K +74 +2%
IAMOG
1964
Investors Asset Management of Georgia
Georgia
$540K – – –
TCWA
1965
Turtle Creek Wealth Advisors
Texas
$540K +$25.1K +229 +5%
ACG
1966
Allen Capital Group
Nebraska
$536K +$51.7K +471 +11%
AA
1967
Alta Advisers
United Kingdom
$536K +$21.9K +200 +4%
TC
1968
Trust Company
Kansas
$536K -$33.7K -307 -6%
PEA
1969
Park Edge Advisors
Ohio
$534K – – –
PJWM
1970
Philip James Wealth Mangement
Georgia
$534K +$514K +4,684 New
AAP
1971
Arax Advisory Partners
Colorado
$534K +$5.26K +48 +1%
WIM
1972
WealthPlan Investment Management
Nebraska
$533K -$719K -6,559 -58%
FWM
1973
Forza Wealth Management
Florida
$533K -$38.4K -350 -7%
QP
1974
Quartz Partners
New York
$533K +$513K +4,674 New
FC
1975
Forte Capital
New York
$533K +$43.8K +399 +9%
77 78
79
80 81