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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1976
Wayfinding Financial
Washington
$554K -$8.06K -65 -1%
CAM
1977
Covenant Asset Management
New Jersey
$554K – – –
PCM
1978
Pointe Capital Management
Michigan
$552K – – –
BMC
1979
Beaton Management Company
Massachusetts
$551K +$1.98K +16 +0.3%
MCM
1980
Mengis Capital Management
Oregon
$550K – – –
CHA
1981
Carmichael Hill & Associates
Maryland
$550K +$124K +1,001 +27%
DWM
1982
Dorchester Wealth Management
Quebec, Canada
$549K – – –
WMA
1983
West Michigan Advisors
Michigan
$549K +$57.2K +461 +11%
HCM
1984
HMS Capital Management
Tennessee
$549K +$146K +1,181 +34%
SIC
1985
Samalin Investment Counsel
New York
$549K +$165K +1,331 +40%
AIM
1986
Alhambra Investment Management
Florida
$548K -$11K -89 -2%
PP
1987
Patron Partners
Texas
$548K – – –
NCM
1988
NCM Capital Management
New Jersey
$545K +$7.81K +63 +1%
ACA
1989
Ackerman Capital Advisors
Texas
$544K – – –
GIP
1990
Greatmark Investment Partners
Georgia
$544K – – –
TSS
1991
Two Sigma Securities
New York
$544K +$73.8K +595 +15%
MSA
1992
Marino Stram & Associates
Massachusetts
$542K -$78K -629 -12%
TCB
1993
Texas Capital Bancshares
Texas
$542K – – –
PA
1994
Probity Advisors
Texas
$540K -$9.42K -76 -2%
FDS
1995
Freedom Day Solutions
Texas
$540K +$12.3K +99 +2%
CIC
1996
Cutler Investment Counsel
Oregon
$540K +$565K +4,559 New
EVM
1997
Evelyn V. Moreno
$540K +$565K +4,560 New
CWM
1998
Cabot Wealth Management
Massachusetts
$539K – – –
CFO
1999
CVA Family Office
Colorado
$538K -$184K -1,485 -25%
GAM
2000
Gould Asset Management
California
$538K +$4.34K +35 +0.8%
78 79
80
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