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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1976
Salvus Wealth Management
New Jersey
$695K -$9.23K -70 -1%
CA
1977
Capital Advantage
California
$695K +$2.77K +21 +0.4%
PWM
1978
Puff Wealth Management
New Jersey
$694K -$5.14K -39 -0.8%
BCM
1979
Brooktree Capital Management
Michigan
$694K +$673K +5,100 New
CD
1980
Chapin Davis
Maryland
$694K -$46.7K -354 -6%
VCAM
1981
Van Cleef Asset Management
Ohio
$692K -$38.1K -289 -5%
CWM
1982
Chesapeake Wealth Management
Virginia
$692K -$13.2K -100 -2%
FCA
1983
FLC Capital Advisors
California
$692K +$40.1K +304 +6%
MP
1984
Moment Partners
California
$692K +$17.4K +132 +3%
EIG
1985
Ellenbecker Investment Group
Wisconsin
$690K +$11.3K +86 +2%
TFA
1986
Transamerica Financial Advisors
Florida
$688K -$14.2K -108 -2%
PMIA
1987
Patrick Mauro Investment Advisor
Illinois
$687K +$33.1K +251 +5%
CAC
1988
Certified Advisory Corp
Florida
$687K -$9.36K -71 -1%
CAM
1989
Columbia Asset Management
Michigan
$686K -$16.5K -125 -2%
TCB
1990
Texas Capital Bancshares
Texas
$683K +$1.45K +11 +0.2%
WDG
1991
Wealth Dimensions Group
Ohio
$683K +$37.3K +283 +6%
MAA
1992
Mraz Amerine & Associates
California
$681K -$10.8K -82 -2%
CCFM
1993
Clear Creek Financial Management
Washington
$681K +$65.1K +494 +11%
LIP
1994
Lighthouse Investment Partners
Florida
$680K +$659K +5,000 New
CPA
1995
Capital Performance Advisors
California
$678K +$109K +830 +20%
TPWM
1996
Twelve Points Wealth Management
Massachusetts
$676K +$1.45K +11 +0.2%
ZBNA
1997
Zions Bancorporation, National Association
Utah
$676K +$97.6K +740 +17%
PBF
1998
Petix & Botte Financial
California
$675K -$441K -3,344 -40%
JF
1999
Joule Financial
Kentucky
$675K +$654K +4,962 New
MSF
2000
Mustard Seed Financial
Arkansas
$674K – – –
78 79
80
81 82