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Name Holding Trade Value Shares
Change 		Change in
Stake
SI
1951
Saxon Interests
Texas
$694K -$43.6K -269 -5%
FNBOH
1952
First National Bank of Hutchinson
Kansas
$693K -$65.5K -404 -7%
VWM
1953
Vigilare Wealth Management
Arizona
$693K +$129K +798 +19%
WDC
1954
Woodward Diversified Capital
California
$690K -$96.9K -598 -11%
CCFM
1955
Clear Creek Financial Management
Washington
$689K -$168K -1,038 -17%
IFAM
1956
Institutional & Family Asset Management
Colorado
$689K +$324K +1,997 +65%
CP
1957
Covenant Partners
Tennessee
$688K -$121K -749 -13%
CWA
1958
Canvas Wealth Advisors
Kansas
$688K +$153K +945 +22%
PGH
1959
Partners Group Holding
Switzerland
$688K +$282K +1,740 +52%
EL
1960
EMFO LLC
Florida
$688K +$523K +3,225 +175%
MHWM
1961
Montz Harcus Wealth Management
Louisiana
$687K +$1.14K +7 +0.1%
PFA
1962
Professional Financial Advisors
Nebraska
$686K +$20.3K +125 +3%
AWP
1963
Accretive Wealth Partners
New Jersey
$685K +$51.9K +320 +7%
WPWM
1964
Western Pacific Wealth Management
Illinois
$685K +$89.1K +550 +12%
LCM
1965
Landscape Capital Management
New Jersey
$684K – – –
FFC
1966
First Financial Corp
Indiana
$682K +$57.7K +356 +8%
GFG
1967
Greystone Financial Group
Michigan
$681K +$45.5K +281 +6%
HFM
1968
Harvest Fund Management
China
$679K -$4.07M -25,085 -83%
BLC
1969
Brown, Lisle/Cummings
Rhode Island
$678K -$153K -945 -16%
SWA
1970
Stratos Wealth Advisors
Ohio
$677K -$47.5K -293 -6%
FA
1971
Fagan Associates
New York
$674K -$3.29M -20,278 -80%
CA
1972
Cambridge Advisors
Nebraska
$674K – – –
WAG
1973
Winthrop Advisory Group
Massachusetts
$670K -$20.3K -125 -2%
TP
1974
Tranquility Partners
Tennessee
$670K +$70.3K +434 +10%
CPSC
1975
Carl P. Sherr & Co
Massachusetts
$667K -$82.7K -510 -9%
77 78
79
80 81