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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1976
Visionary Wealth Advisors
Illinois
$418K +$415K +3,817 New
PFC
1977
Phocas Financial Corp
California
$417K +$414K +3,810 New
BONST
1978
Bank of Nova Scotia Trust
Ontario, Canada
$416K -$22.5K -207 -5%
FAG
1979
Financial Advisory Group
Texas
$415K +$53.4K +491 +15%
HCM
1980
HMS Capital Management
Tennessee
$414K -$30.9K -284 -7%
WA
1981
WealthTrust Axiom
Pennsylvania
$414K – – –
ACM
1982
Aljian Capital Management
Nevada
$414K +$9.46K +87 +2%
PFO
1983
Pathstone Family Office
New Jersey
$414K +$54K +497 +15%
PWMAG
1984
Pinnacle Wealth Management Advisory Group
New Jersey
$413K +$14.7K +135 +4%
LHC
1985
Little House Capital
Massachusetts
$413K +$158K +1,453 +63%
AIP
1986
Almanack Investment Partners
Pennsylvania
$412K +$74.5K +685 +22%
BHTS
1987
Bar Harbor Trust Services
Maine
$411K -$1.09K -10 -0.3%
CA
1988
Cornerstone Advisory
Maryland
$410K -$58.5K -538 -13%
CBFP
1989
Cedar Brook Financial Partners
Ohio
$410K +$57.4K +528 +16%
BCM
1990
Birch Capital Management
Texas
$409K – – –
MCP
1991
Mirador Capital Partners
California
$408K +$326 +3 +0.1%
CHA
1992
Cooper/Haims Advisors
New York
$407K – – –
SQA
1993
Simon Quick Advisors
New Jersey
$407K +$82.2K +756 +26%
B
1994
Bellecapital
Switzerland
$407K +$186K +1,714 +86%
BBI
1995
Baxter Bros Inc
Connecticut
$406K -$136K -1,250 -25%
BCM
1996
Bayesian Capital Management
New York
$405K -$1.1M -10,100 -73%
AA
1997
Aufman Associates
Pennsylvania
$405K -$12.8K -118 -3%
KA
1998
Kercheville Advisors
Texas
$405K +$402K +3,700 New
SIC
1999
Sigma Investment Counselors
Michigan
$404K +$401K +3,690 New
TFF
2000
The Family Firm
Maryland
$403K +$19.8K +182 +5%
78 79
80
81 82