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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
1976
Broadleaf Partners
Ohio
$456K -$106K -1,000 -18%
AA
1977
Alta Advisers
United Kingdom
$456K – – –
BWG
1978
Beta Wealth Group
California
$456K +$42.2K +400 +10%
NCM
1979
NCM Capital Management
New Jersey
$455K -$950 -9 -0.2%
CHA
1980
Carmichael Hill & Associates
Maryland
$455K -$16.3K -154 -3%
MCCA
1981
Mill Creek Capital Advisors
Pennsylvania
$454K +$9.93K +94 +2%
SC
1982
Steph & Co
Wisconsin
$453K – – –
CG
1983
Clarus Group
Texas
$452K -$5.17K -49 -1%
KOC
1984
Koss-Olinger Consulting
Florida
$450K +$40K +379 +9%
RB
1985
Renasant Bank
Mississippi
$449K -$10.8K -102 -2%
HWMG
1986
Hurlow Wealth Management Group
Indiana
$447K -$528 -5 -0.1%
QC
1987
Quent Capital
New York
$447K +$48.4K +458 +12%
KF
1988
Krilogy Financial
Missouri
$446K -$247K -2,344 -35%
OCPWS
1989
One Charles Private Wealth Services
Massachusetts
$446K – – –
WEG
1990
World Equity Group
Illinois
$444K +$2.04M +19,284 +345%
CBT
1991
CoreFirst Bank & Trust
Kansas
$444K – – –
CISOA
1992
Capital Investment Services of America
Wisconsin
$443K – – –
CBFP
1993
Cedar Brook Financial Partners
Ohio
$442K -$3.48K -33 -0.7%
EIP
1994
Ellis Investment Partners
Pennsylvania
$441K +$739 +7 +0.2%
HS
1995
Horan Securities
United States
$441K +$5.49K +52 +1%
WA
1996
Wealth Architects
California
$440K -$11K -104 -2%
FFA
1997
Farther Finance Advisors
California
$440K +$2.85K +27 +0.6%
MPW
1998
Monterey Private Wealth
California
$440K +$78.1K +740 +21%
FCA
1999
FLC Capital Advisors
California
$439K -$30.6K -290 -6%
3IP
2000
3Chopt Investment Partners
Virginia
$439K +$28.2K +267 +7%
78 79
80
81 82