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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1976
Compass Ion Advisors
Pennsylvania
$687K +$2.29K +18 +0.3%
VST
1977
Van Strum & Towne
California
$687K – – –
TFA
1978
Transamerica Financial Advisors
Florida
$686K -$129K -1,011 -16%
CAM
1979
Columbia Asset Management
Michigan
$685K -$60.5K -475 -8%
CWP
1980
CFM Wealth Partners
Texas
$683K -$7.51K -59 -1%
PWM
1981
Puff Wealth Management
New Jersey
$682K -$8.4K -66 -1%
MMCM
1982
Murphy & Mullick Capital Management
New York
$682K -$21.3K -167 -3%
CG
1983
Curat Global
New Hampshire
$681K +$654K +5,135 New
RCA
1984
Ranch Capital Advisors
Florida
$681K +$127 +1 +0%
CAC
1985
Certified Advisory Corp
Florida
$680K -$75.1K -590 -10%
PSCM
1986
Per Stirling Capital Management
Texas
$678K -$23K -181 -3%
1W
1987
1776 Wealth
Georgia
$677K -$18.6K -146 -3%
RFG
1988
Range Financial Group
Oregon
$675K -$6.49K -51 -1%
PMIA
1989
Patrick Mauro Investment Advisor
Illinois
$675K -$99.7K -783 -13%
WP
1990
Westmount Partners
California
$671K +$3.69K +29 +0.6%
MC
1991
Machina Capital
France
$670K +$643K +5,049 New
RWA
1992
River Wealth Advisors
Pennsylvania
$669K -$24.7K -194 -4%
MAA
1993
Mraz Amerine & Associates
California
$666K -$54.9K -431 -8%
TCB
1994
Texas Capital Bancshares
Texas
$665K -$29.4K -231 -4%
SOW
1995
State of Wyoming
Wyoming
$662K -$234K -1,840 -27%
ACG
1996
Allen Capital Group
Nebraska
$662K -$5.34K -42 -0.8%
EIG
1997
Ellenbecker Investment Group
Wisconsin
$661K -$27.6K -217 -4%
CFS
1998
CRA Financial Services
New Jersey
$659K -$27.2K -214 -4%
EFA
1999
Evernest Financial Advisors
Indiana
$659K +$15.9K +125 +3%
TPWM
2000
Twelve Points Wealth Management
Massachusetts
$658K +$3.69K +29 +0.6%
78 79
80
81 82