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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1976
Wealth Architects
California
$433K +$9.27K +87 +2%
FNBSF
1977
First National Bank Sioux Falls
South Dakota
$432K -$131K -1,225 -22%
CA
1978
Claro Advisors
Massachusetts
$431K – – –
SWA
1979
Sax Wealth Advisors
New Jersey
$431K +$107 +1 +0%
FPFS
1980
First Personal Financial Services
North Carolina
$430K +$37K +347 +8%
AWM
1981
Angeles Wealth Management
California
$429K +$133K +1,251 +39%
SMA
1982
Sage Mountain Advisors
Georgia
$428K -$65.3K -613 -12%
NF
1983
Nvest Financial
New Hampshire
$428K -$4.8K -45 -1%
KMWM
1984
Keudell/Morrison Wealth Management
Oregon
$427K -$42.2K -396 -8%
PCM
1985
Pointe Capital Management
Michigan
$427K -$28.5K -267 -6%
OCPWS
1986
One Charles Private Wealth Services
Massachusetts
$427K +$426 +4 +0.1%
CAMG
1987
CWA Asset Management Group
Florida
$427K +$66.6K +625 +17%
CCM
1988
Crew Capital Management
Ohio
$426K – – –
EWM
1989
Evermay Wealth Management
Virginia
$426K – – –
CBT
1990
CoreFirst Bank & Trust
Kansas
$424K – – –
AP
1991
AtonRa Partners
Switzerland
$422K -$109K -1,022 -19%
AG
1992
Ascent Group
Virginia
$422K -$40.2K -377 -8%
CCT
1993
Capital City Trust
Florida
$420K -$21.3K -200 -4%
EIP
1994
Ellis Investment Partners
Pennsylvania
$420K -$12.5K -117 -3%
RWM
1995
RKL Wealth Management
Pennsylvania
$418K -$45.1K -423 -9%
GB
1996
Goepper Burkhardt
South Carolina
$418K – – –
CL
1997
COWA LLC
Oklahoma
$418K +$21.3K +200 +5%
HS
1998
Horan Securities
United States
$418K +$191K +1,788 +71%
EAM
1999
Evanson Asset Management
California
$417K – – –
GAM
2000
Gemmer Asset Management
California
$417K +$5.76K +54 +1%
78 79
80
81 82