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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1951
RGT Wealth Advisors
Texas
$336K +$4.85K +102 +2%
BBA
1952
Braun-Bostich & Associates
Pennsylvania
$335K
TDC
1953
Thompson Davis & Co
Virginia
$329K -$30.2K -635 -9%
AEPG
1954
American Economic Planning Group
New Jersey
$329K +$55.9K +1,176 +23%
OCM
1955
Orser Capital Management
Texas
$329K +$67.3K +1,417 +30%
SSA
1956
South Street Advisors
New York
$328K
EWF
1957
Epstein & White Financial
California
$328K +$12.6K +265 +4%
CAAS
1958
Capital Asset Advisory Services
Michigan
$327K +$73.5K +1,546 +33%
BWP
1959
BSW Wealth Partners
Colorado
$326K -$60K -1,262 -17%
HCM
1960
Howard Capital Management
Georgia
$324K -$9.42M -198,330 -97%
CG
1961
Corundum Group
Colorado
$324K +$9.41K +198 +3%
FNBOO
1962
First National Bank of Omaha
Nebraska
$323K -$20K -421 -6%
GVT
1963
Genesee Valley Trust
New York
$323K -$238 -5 -0.1%
PV
1964
Private Vista
Illinois
$321K +$293K +6,161 New
CHA
1965
Cooper/Haims Advisors
New York
$320K
MFBTD
1966
MB Financial Bank - Trust Department
Illinois
$319K -$15.1K -317 -5%
VCM
1967
Vigilant Capital Management
Maine
$319K +$27.3K +575 +10%
PL
1968
Plancorp LLC
Missouri
$317K -$20.6K -433 -7%
CCA
1969
Clearwater Capital Advisors
Illinois
$316K -$23.8K -500 -8%
II
1970
Ibex Investors
Colorado
$315K +$20.6K +434 +8%
CCMW
1971
Cypress Capital Management (Wyoming)
Wyoming
$314K +$197K +4,150 +222%
B
1972
Bellecapital
Switzerland
$312K -$331K -6,960 -54%
ACM
1973
Academy Capital Management
Texas
$312K
CCP
1974
Cardan Capital Partners
Colorado
$311K +$284K +5,974 New
SSW
1975
Smith Shellnut Wilson
Mississippi
$311K +$284K +5,976 New