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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1976
Campion Asset Management
Virginia
$525K – – –
FNWA
1977
Financial Network Wealth Advisors
Utah
$524K +$18.1K +171 +4%
RHJA
1978
Rice Hall James & Associates
California
$524K – – –
KWM
1979
Kolinsky Wealth Management
New Jersey
$522K +$34.2K +323 +7%
FWM
1980
Forza Wealth Management
Florida
$522K +$9.75K +92 +2%
MWM
1981
MBE Wealth Management
Wisconsin
$521K -$137K -1,290 -20%
FCIM
1982
Fairview Capital Investment Management
California
$520K -$945K -8,913 -64%
TC
1983
Trust Company
Kansas
$520K +$41K +387 +8%
MPM
1984
Meritage Portfolio Management
Kansas
$520K +$115K +1,086 +28%
WEG
1985
World Equity Group
Illinois
$520K -$528K -4,980 -50%
ACM
1986
Alta Capital Management
Utah
$520K – – –
SC
1987
Savoie Capital
Illinois
$520K +$530K +5,000 New
ESB
1988
Essex Savings Bank
Connecticut
$520K -$636 -6 -0.1%
SWP
1989
Significant Wealth Partners
Illinois
$519K +$1.7K +16 +0.3%
NAMP
1990
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$519K -$42.4K -400 -7%
UAML
1991
US Asset Management LLC
Pennsylvania
$519K -$14.2K -134 -3%
CAM
1992
Covenant Asset Management
New Jersey
$518K – – –
GAG
1993
GM Advisory Group
New York
$517K +$12.3K +116 +2%
CFS
1994
CRA Financial Services
New Jersey
$515K -$11.6K -109 -2%
SMWM
1995
Silvia McColl Wealth Management
California
$513K – – –
SOS
1996
Silver Oak Securities
Tennessee
$511K -$8.69K -82 -2%
LWA
1997
Lantern Wealth Advisors
New York
$510K -$26.5K -250 -5%
PRI
1998
Prepared Retirement Institute
Pennsylvania
$510K – – –
NPT
1999
National Philanthropic Trust
Pennsylvania
$509K -$63.9K -603 -11%
WAS
2000
Wealth Advisory Solutions
Indiana
$509K +$519K +4,894 New
78 79
80
81 82