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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1976
Successful Portfolios
Florida
$460K +$91 +1 +0%
CFA
1977
CWS Financial Advisors
Michigan
$459K -$101K -1,107 -18%
SWM
1978
Spire Wealth Management
Virginia
$458K -$162K -1,770 -26%
GAM
1979
Gould Asset Management
California
$455K +$92.8K +1,017 +25%
OPW
1980
Osprey Private Wealth
New York
$455K – – –
RAM
1981
Redmond Asset Management
Virginia
$455K -$21.4K -235 -4%
FFA
1982
Fairfield Financial Advisors
Massachusetts
$454K -$196K -2,149 -30%
BWG
1983
Beta Wealth Group
California
$454K +$45.8K +502 +11%
LCC
1984
Lincoln Capital Corp
Rhode Island
$454K -$150K -1,648 -25%
EGM
1985
Engineers Gate Manager
New York
$453K -$15.1M -165,381 -97%
BCM
1986
Brooktree Capital Management
Michigan
$452K – – –
NDSI
1987
Newman Dignan & Sheerar Inc
Rhode Island
$451K +$91 +1 +0%
GF
1988
GGM Financials
Ohio
$451K -$129K -1,418 -22%
RIP
1989
Reliant Investment Partners
North Carolina
$450K -$913 -10 -0.2%
CPBTD
1990
Central Pacific Bank - Trust Division
Hawaii
$450K +$80.8K +885 +22%
CSB
1991
City State Bank
Iowa
$449K -$15.3K -168 -3%
HR
1992
Hardy Reed
Mississippi
$448K +$49.2K +539 +12%
TGAM
1993
TBH Global Asset Management
Tennessee
$447K -$2.19K -24 -0.5%
MWM
1994
MBE Wealth Management
Wisconsin
$447K – – –
KIA
1995
Kraematon Investment Advisors
Massachusetts
$447K +$449K +4,923 New
PCM
1996
Polymer Capital Management
New York
$445K +$189K +2,074 +73%
FMLI
1997
Fukoku Mutual Life Insurance
Japan
$444K – – –
MSF
1998
Mustard Seed Financial
Arkansas
$444K -$3.83K -42 -0.9%
VAG
1999
VisionPoint Advisory Group
Texas
$443K +$59.9K +656 +16%
SL
2000
Salomon & Ludwin
Virginia
$441K +$43.6K +478 +11%
78 79
80
81 82