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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
RZH
1976
Relyea Zuckerberg Hanson
Connecticut
$495K +$64.7K +625 +16%
NCM
1977
Northwest Capital Management
Oregon
$495K +$104 +1 +0%
MKA
1978
M. Kulyk & Associates
Georgia
$494K +$31.1K +300 +7%
AA
1979
Alta Advisers
United Kingdom
$494K – – –
AWAG
1980
ARS Wealth Advisors Group
Florida
$492K +$22.1K +213 +5%
SC
1981
Steph & Co
Wisconsin
$491K – – –
WA
1982
Wealth Architects
California
$489K -$2.38K -23 -0.5%
ESCM
1983
Echo Street Capital Management
New York
$488K -$1.13M -10,940 -71%
IUHSA
1984
Itau Unibanco Holding S.A.
Brazil
$488K +$458K +4,423 New
WPW
1985
Warther Private Wealth
Ohio
$487K -$232K -2,241 -34%
HWMG
1986
Hurlow Wealth Management Group
Indiana
$485K -$7.35K -71 -2%
PCA
1987
Pallas Capital Advisors
Massachusetts
$484K +$32.7K +316 +8%
OCPWS
1988
One Charles Private Wealth Services
Massachusetts
$483K -$621 -6 -0.1%
CBFP
1989
Cedar Brook Financial Partners
Ohio
$483K -$14.8K -143 -3%
MCCA
1990
Mill Creek Capital Advisors
Pennsylvania
$482K +$455K +4,390 New
EWM
1991
Evermay Wealth Management
Virginia
$482K -$1.03K -10 -0.2%
CBT
1992
CoreFirst Bank & Trust
Kansas
$481K – – –
GB
1993
Goepper Burkhardt
South Carolina
$481K +$6.73K +65 +2%
CISOA
1994
Capital Investment Services of America
Wisconsin
$480K -$18.3K -177 -4%
TSS
1995
Two Sigma Securities
New York
$480K -$325K -3,143 -42%
WDG
1996
Wealth Dimensions Group
Ohio
$479K +$7.77K +75 +2%
EFM
1997
E Fund Management
China
$479K -$39.8K -384 -8%
CWP
1998
Core Wealth Partners
California
$478K +$1.29M +12,433 New
SC
1999
SRB Corp
Massachusetts
$478K +$52.4K +506 +13%
EIP
2000
Ellis Investment Partners
Pennsylvania
$477K +$828 +8 +0.2%
78 79
80
81 82