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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
RHJA
1976
Rice Hall James & Associates
California
$524K – – –
KWM
1977
Kolinsky Wealth Management
New Jersey
$522K +$34.2K +323 +7%
FWM
1978
Forza Wealth Management
Florida
$522K +$9.75K +92 +2%
MWM
1979
MBE Wealth Management
Wisconsin
$521K -$137K -1,290 -20%
FCIM
1980
Fairview Capital Investment Management
California
$520K -$945K -8,913 -64%
TC
1981
Trust Company
Kansas
$520K +$41K +387 +8%
MPM
1982
Meritage Portfolio Management
Kansas
$520K +$115K +1,086 +28%
WEG
1983
World Equity Group
Illinois
$520K -$528K -4,980 -50%
ACM
1984
Alta Capital Management
Utah
$520K – – –
SC
1985
Savoie Capital
Illinois
$520K +$530K +5,000 New
ESB
1986
Essex Savings Bank
Connecticut
$520K -$636 -6 -0.1%
SWP
1987
Significant Wealth Partners
Illinois
$519K +$1.7K +16 +0.3%
NAMP
1988
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$519K -$42.4K -400 -7%
UAML
1989
US Asset Management LLC
Pennsylvania
$519K -$14.2K -134 -3%
CAM
1990
Covenant Asset Management
New Jersey
$518K – – –
GAG
1991
GM Advisory Group
New York
$517K +$12.3K +116 +2%
CFS
1992
CRA Financial Services
New Jersey
$515K -$11.6K -109 -2%
SMWM
1993
Silvia McColl Wealth Management
California
$513K – – –
SOS
1994
Silver Oak Securities
Tennessee
$511K -$8.69K -82 -2%
LWA
1995
Lantern Wealth Advisors
New York
$510K -$26.5K -250 -5%
PRI
1996
Prepared Retirement Institute
Pennsylvania
$510K – – –
NPT
1997
National Philanthropic Trust
Pennsylvania
$509K -$63.9K -603 -11%
WAS
1998
Wealth Advisory Solutions
Indiana
$509K +$519K +4,894 New
MSF
1999
Mustard Seed Financial
Arkansas
$508K – – –
BCM
2000
Buckhead Capital Management
Georgia
$507K -$34.5K -325 -6%
78 79
80
81 82