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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
1976
Heck Capital Advisors
Wisconsin
$638K -$41.7K -326 -7%
MIA
1977
MainStreet Investment Advisors
Illinois
$637K -$253K -1,973 -30%
WA
1978
Wealth Architects
California
$637K -$21.8K -170 -4%
PRC
1979
Pearl River Capital
Michigan
$635K -$2.02M -15,768 -78%
GAM
1980
Gould Asset Management
California
$634K +$78.7K +615 +16%
CCM
1981
Crew Capital Management
Ohio
$633K – – –
VFA
1982
Voya Financial Advisors
Connecticut
$633K +$124K +971 +28%
NRA
1983
NSI Retail Advisors
Pennsylvania
$631K -$128K -1,000 -18%
APC
1984
Aspire Private Capital
North Carolina
$631K +$17.3K +135 +3%
GLA
1985
Good Life Advisors
Pennsylvania
$630K -$44.7K -349 -7%
SC
1986
Steph & Co
Wisconsin
$629K – – –
FDS
1987
Freedom Day Solutions
Texas
$629K +$896 +7 +0.2%
IAMOG
1988
Investors Asset Management of Georgia
Georgia
$627K -$12.8K -100 -2%
SWA
1989
Sax Wealth Advisors
New Jersey
$626K +$163K +1,271 +40%
TL
1990
Tradewinds LLC
North Carolina
$625K +$727K +5,680 New
SAM
1991
Strategy Asset Managers
California
$623K -$86.5K -676 -13%
SSWM
1992
Sheets Smith Wealth Management
North Carolina
$622K -$154K -1,205 -21%
CIM
1993
Contravisory Investment Management
Massachusetts
$622K +$57.6K +450 +11%
TIM
1994
Tevis Investment Management
Texas
$621K +$565K +4,411 New
FDCC
1995
Foster Dykema Cabot & Co
Massachusetts
$620K – – –
BHC
1996
Bowen Hanes & Co
Florida
$619K – – –
JIP
1997
JBJ Investment Partners
South Carolina
$618K -$54.5K -426 -9%
NAMP
1998
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$616K +$12.8K +100 +2%
HFM
1999
Harvest Fund Management
China
$616K +$87.2K +681 +18%
CISOA
2000
Capital Investment Services of America
Wisconsin
$615K -$4.48K -35 -0.8%
78 79
80
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