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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
RFM
1976
Royal Fund Management
Florida
$24K – – –
SIS
1977
Sound Income Strategies
Florida
$24K – – –
BPGAM
1978
BTG Pactual Global Asset Management
Bermuda
$24K +$9.45K +120 +75%
SL
1979
Salomon & Ludwin
Virginia
$23K -$14.2K -180 -40%
LFG
1980
Larson Financial Group
Missouri
$23K +$79 +1 +0.4%
LWA
1981
Lowe Wealth Advisors
Maryland
$23K +$7.87K +100 +56%
FEG
1982
Financial Enhancement Group
Indiana
$22K – – –
PCMK
1983
Paragon Capital Management (Kansas)
Kansas
$22K +$16.5K +210 +447%
IRC
1984
Investors Research Corp
Georgia
$21K -$23.6K -300 -55%
BEI
1985
Benjamin Edwards Inc
Missouri
$17K – – –
SMG
1986
Spectrum Management Group
Indiana
$17K – – –
TM
1987
Titan Managers
Arizona
$17K +$15.7K +200 New
LFG
1988
LifePlan Financial Group
Ohio
$16K – – –
MAM
1989
Marquette Asset Management
Minnesota
$15K – – –
SNBOSCI
1990
Security National Bank of Sioux City Iowa
Iowa
$15K – – –
LWS
1991
Lucia Wealth Services
California
$14K – – –
RIA
1992
RPG Investment Advisory
California
$14K +$12.9K +164 New
GC
1993
Grace Capital
Massachusetts
$13K – – –
CFGS
1994
Concourse Financial Group Securities
Alabama
$12K -$796K -10,113 -99%
BCI
1995
Brinker Capital Investments
Pennsylvania
$12K – – –
HWM
1996
Holloway Wealth Management
Florida
$12K – – –
TFA
1997
Transamerica Financial Advisors
Florida
$12K +$9.37K +119 +915%
AS
1998
Altshuler Shaham
Israel
$11K -$8.82K -112 -46%
FNBOSM
1999
First National Bank of South Miami
Florida
$11K +$5.51K +70 +119%
IWA
2000
Intercontinental Wealth Advisors
Texas
$10K +$79 +1 +0.8%
78 79
80
81 82