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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
1976
Cedar Brook Financial Partners
Ohio
$480K +$26K +229 +5%
EWM
1977
Evermay Wealth Management
Virginia
$478K -$157K -1,379 -24%
WDG
1978
Wealth Dimensions Group
Ohio
$478K -$15.1K -133 -3%
CCM
1979
Crew Capital Management
Ohio
$478K – – –
BHC
1980
Bowen Hanes & Co
Florida
$478K +$22.7K +200 +5%
WA
1981
Wealth Architects
California
$477K +$1.7K +15 +0.3%
CBT
1982
CoreFirst Bank & Trust
Kansas
$477K +$11.4K +100 +2%
ACS
1983
Archford Capital Strategies
Illinois
$476K -$231K -2,035 -32%
EFM
1984
E Fund Management
China
$476K -$909 -8 -0.2%
CISOA
1985
Capital Investment Services of America
Wisconsin
$475K – – –
GTCM
1986
Gyon Technologies Capital Management
New Jersey
$473K -$113K -998 -19%
RIG
1987
Renaissance Investment Group
Massachusetts
$473K +$11.4K +100 +2%
DA
1988
DCM Advisors
New York
$473K +$51K +449 +12%
CHA
1989
Cooper/Haims Advisors
New York
$472K +$14.1K +124 +3%
PA
1990
Probity Advisors
Texas
$471K -$25.4K -224 -5%
BI
1991
Ballast Inc
Kentucky
$470K – – –
ST
1992
Sabal Trust
Florida
$470K +$492K +4,331 New
EAM
1993
Evanson Asset Management
California
$469K – – –
GB
1994
Goepper Burkhardt
South Carolina
$469K +$22.7K +200 +5%
OCPWS
1995
One Charles Private Wealth Services
Massachusetts
$468K +$19.8K +174 +4%
QT
1996
Quantamental Technologies
New York
$467K -$514K -4,523 -51%
HWM
1997
HighMark Wealth Management
Minnesota
$463K – – –
GAM
1998
Gemmer Asset Management
California
$463K +$9.54K +84 +2%
GFS
1999
GYL Financial Synergies
Connecticut
$462K -$104K -918 -18%
CFS
2000
Cannon Financial Strategists
Georgia
$462K +$11.5K +101 +2%
78 79
80
81 82