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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
C
1976
Certuity
Florida
$532K +$10.4K +95 +2%
KWS
1977
Keystone Wealth Services
California
$531K -$5.59K -51 -1%
NAMP
1978
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$530K -$38.4K -350 -7%
CGA
1979
Crescent Grove Advisors
Illinois
$528K -$69.5K -634 -12%
LWM
1980
Liberty Wealth Management
California
$527K -$457K -4,168 -47%
SWA
1981
SFMG Wealth Advisors
Texas
$527K +$9.65K +88 +2%
IWM
1982
Integris Wealth Management
California
$526K +$11K +100 +2%
NWA
1983
New World Advisors
Massachusetts
$526K -$25K -228 -5%
GLLW
1984
Graves Light Lenhart Wealth
Virginia
$526K – – –
RC
1985
Reik & Co
New York
$526K – – –
PMG
1986
ProVise Management Group
Florida
$526K -$4.28K -39 -0.8%
GF
1987
GGM Financials
Ohio
$525K +$2.52K +23 +0.5%
ACA
1988
Ackerman Capital Advisors
Texas
$525K – – –
CA
1989
Cornerstone Advisory
Maryland
$524K +$3.18K +29 +0.6%
AIM
1990
Arcadia Investment Management
Michigan
$524K -$219 -2 -0%
LWM
1991
LongView Wealth Management
Georgia
$521K +$11K +100 +2%
BFIC
1992
Bedell Frazier Investment Counselling
California
$521K -$23.5K -214 -4%
OL
1993
OneFund LLC
Florida
$521K +$2.74K +25 +0.6%
FFA
1994
Founders Financial Alliance
North Carolina
$519K – – –
OFS
1995
OneAscent Financial Services
Alabama
$519K +$52.6K +480 +12%
SNB
1996
Security National Bank
Nebraska
$519K – – –
CSB
1997
City State Bank
Iowa
$518K – – –
MFC
1998
Mechanics Financial Corp
Ohio
$517K -$123K -1,125 -20%
HFS
1999
Heritage Financial Services
Massachusetts
$516K -$15.9K -145 -3%
TCOO
2000
Trust Company of Oklahoma
Oklahoma
$516K -$80.1K -730 -14%
78 79
80
81 82