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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1976
Covenant Asset Management
New Jersey
$554K – – –
PCM
1977
Pointe Capital Management
Michigan
$552K – – –
BMC
1978
Beaton Management Company
Massachusetts
$551K +$1.98K +16 +0.3%
MCM
1979
Mengis Capital Management
Oregon
$550K – – –
CHA
1980
Carmichael Hill & Associates
Maryland
$550K +$124K +1,001 +27%
DWM
1981
Dorchester Wealth Management
Quebec, Canada
$549K – – –
WMA
1982
West Michigan Advisors
Michigan
$549K +$57.2K +461 +11%
HCM
1983
HMS Capital Management
Tennessee
$549K +$146K +1,181 +34%
SIC
1984
Samalin Investment Counsel
New York
$549K +$165K +1,331 +40%
AIM
1985
Alhambra Investment Management
Florida
$548K -$11K -89 -2%
PP
1986
Patron Partners
Texas
$548K – – –
NCM
1987
NCM Capital Management
New Jersey
$545K +$7.81K +63 +1%
ACA
1988
Ackerman Capital Advisors
Texas
$544K – – –
GIP
1989
Greatmark Investment Partners
Georgia
$544K – – –
TSS
1990
Two Sigma Securities
New York
$544K +$73.8K +595 +15%
MSA
1991
Marino Stram & Associates
Massachusetts
$542K -$78K -629 -12%
TCB
1992
Texas Capital Bancshares
Texas
$542K – – –
PA
1993
Probity Advisors
Texas
$540K -$9.42K -76 -2%
FDS
1994
Freedom Day Solutions
Texas
$540K +$12.3K +99 +2%
CIC
1995
Cutler Investment Counsel
Oregon
$540K +$565K +4,559 New
EVM
1996
Evelyn V. Moreno
$540K +$565K +4,560 New
CWM
1997
Cabot Wealth Management
Massachusetts
$539K – – –
CFO
1998
CVA Family Office
Colorado
$538K -$184K -1,485 -25%
GAM
1999
Gould Asset Management
California
$538K +$4.34K +35 +0.8%
AG
2000
Ascent Group
Virginia
$537K -$16.5K -133 -3%
78 79
80
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