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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1951
Sadoff Investment Management
Wisconsin
$302K +$284K +5,160 New
CAM
1952
CenterStar Asset Management
Illinois
$301K – – –
BFG
1953
Bouchey Financial Group
New York
$298K – – –
SL
1954
Summitry LLC
California
$298K – – –
LA
1955
Lynch & Associates
Indiana
$298K +$1.1K +20 +0.4%
CCM
1956
Condor Capital Management
New Jersey
$298K +$6.6K +120 +2%
FGC
1957
Financial Gravity Companies
Texas
$298K +$231K +4,200 New
CCM
1958
Cribstone Capital Management
Maine
$297K – – –
EM
1959
Excalibur Management
Massachusetts
$297K – – –
PWA
1960
Peterson Wealth Advisors
Utah
$297K +$280K +5,080 New
RIM
1961
Reliant Investment Management
Tennessee
$296K – – –
ACA
1962
Anchor Capital Advisors
Massachusetts
$292K – – –
HT
1963
Heritage Trust
Oklahoma
$292K – – –
HAIM
1964
Hunter Associates Investment Management
Pennsylvania
$292K – – –
SFI
1965
SPC Financial Inc
Maryland
$292K – – –
OWIM
1966
Old West Investment Management
California
$292K +$275K +5,000 New
SNBOSD
1967
Security National Bank of So Dak
Iowa
$291K – – –
BFPW
1968
BOK Financial Private Wealth
Colorado
$289K -$46.2K -840 -15%
CCA
1969
Conservest Capital Advisors
Pennsylvania
$289K +$2.2K +40 +0.8%
MCP
1970
Mirador Capital Partners
California
$288K -$317K -5,760 -54%
PSF
1971
Pacific Sun Financial
California
$288K +$271K +4,920 New
BFC
1972
Bedel Financial Consulting
Indiana
$285K +$269K +4,880 New
CNB
1973
Camden National Bank
Maine
$284K – – –
AC
1974
Alexandria Capital
Virginia
$284K +$224K +4,080 +523%
CCP
1975
Clarkston Capital Partners
Michigan
$283K -$5.5K -100 -2%
77 78
79
80 81