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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1976
Lantz Financial
Illinois
$446K +$53K +505 +12%
ACA
1977
Ackerman Capital Advisors
Texas
$446K – – –
BFPW
1978
BOK Financial Private Wealth
Colorado
$445K -$40.8K -388 -8%
SIC
1979
Samalin Investment Counsel
New York
$444K -$22K -209 -4%
CAM
1980
Covenant Asset Management
New Jersey
$444K – – –
VT
1981
Vise Technologies
New York
$443K +$143K +1,362 +42%
GWM
1982
GDS Wealth Management
Texas
$443K -$25.3K -241 -5%
AIM
1983
Alhambra Investment Management
Florida
$442K – – –
BB
1984
Bell Bank
North Dakota
$442K +$7.35K +70 +2%
GAM
1985
Gould Asset Management
California
$441K – – –
WFMPM
1986
Woodley Farra Manion Portfolio Management
Indiana
$441K -$75.5K -719 -14%
SCM
1987
Stevens Capital Management
Pennsylvania
$441K +$478K +4,554 New
SWA
1988
Sax Wealth Advisors
New Jersey
$441K +$1.78K +17 +0.4%
BMC
1989
Beaton Management Company
Massachusetts
$440K -$1.47K -14 -0.3%
NCM
1990
Northwest Capital Management
Oregon
$440K +$105 +1 +0%
KWM
1991
Kolinsky Wealth Management
New Jersey
$437K -$16.4K -156 -3%
IWM
1992
Integris Wealth Management
California
$437K – – –
MCM
1993
Mengis Capital Management
Oregon
$437K -$5.25K -50 -1%
AA
1994
Alta Advisers
United Kingdom
$436K – – –
NCM
1995
NCM Capital Management
New Jersey
$436K -$1.68K -16 -0.4%
CCG
1996
Coastwise Capital Group
California
$435K +$116K +1,107 +33%
CNB
1997
Camden National Bank
Maine
$434K -$15.9K -151 -3%
CWM
1998
Centric Wealth Management
Illinois
$431K -$2.42K -23 -0.5%
HS
1999
Horan Securities
United States
$431K +$5.25K +50 +1%
EP
2000
Eudaimonia Partners
Tennessee
$430K -$1.26K -12 -0.3%
78 79
80
81 82