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Name Holding Trade Value Shares
Change 		Change in
Stake
BHB
1951
Bank Hapoalim BM
Israel
$336K -$213K -4,487 -41%
RWA
1952
RGT Wealth Advisors
Texas
$336K +$4.85K +102 +2%
BBA
1953
Braun-Bostich & Associates
Pennsylvania
$335K – – –
TDC
1954
Thompson Davis & Co
Virginia
$329K -$30.2K -635 -9%
AEPG
1955
American Economic Planning Group
New Jersey
$329K +$55.9K +1,176 +23%
OCM
1956
Orser Capital Management
Texas
$329K +$67.3K +1,417 +30%
SSA
1957
South Street Advisors
New York
$328K – – –
EWF
1958
Epstein & White Financial
California
$328K +$12.6K +265 +4%
CAAS
1959
Capital Asset Advisory Services
Michigan
$327K +$73.5K +1,546 +33%
BWP
1960
BSW Wealth Partners
Colorado
$326K -$60K -1,262 -17%
HCM
1961
Howard Capital Management
Georgia
$324K -$9.42M -198,330 -97%
CG
1962
Corundum Group
Colorado
$324K +$9.41K +198 +3%
FNBOO
1963
First National Bank of Omaha
Nebraska
$323K -$20K -421 -6%
GVT
1964
Genesee Valley Trust
New York
$323K -$238 -5 -0.1%
PV
1965
Private Vista
Illinois
$321K +$293K +6,161 New
CHA
1966
Cooper/Haims Advisors
New York
$320K – – –
MFBTD
1967
MB Financial Bank - Trust Department
Illinois
$319K -$15.1K -317 -5%
VCM
1968
Vigilant Capital Management
Maine
$319K +$27.3K +575 +10%
PL
1969
Plancorp LLC
Missouri
$317K -$20.6K -433 -7%
CCA
1970
Clearwater Capital Advisors
Illinois
$316K -$23.8K -500 -8%
II
1971
Ibex Investors
Colorado
$315K +$20.6K +434 +8%
CCMW
1972
Cypress Capital Management (Wyoming)
Wyoming
$314K +$197K +4,150 +222%
B
1973
Bellecapital
Switzerland
$312K -$331K -6,960 -54%
ACM
1974
Academy Capital Management
Texas
$312K – – –
CCP
1975
Cardan Capital Partners
Colorado
$311K +$284K +5,974 New
77 78
79
80 81