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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1951
Cambridge Advisors
Nebraska
$793K +$363K +6,956 +84%
SF
1952
Symphony Financial
Texas
$791K -$55.7K -1,067 -7%
CT
1953
Columbia Trust
Oregon
$789K – – –
CFS
1954
CRA Financial Services
New Jersey
$787K -$99K -1,898 -11%
YIA
1955
YHB Investment Advisors
Connecticut
$787K -$33.7K -646 -4%
AAM
1956
AMI Asset Management
California
$787K +$82.3K +1,577 +12%
KLCM
1957
KG&L Capital Management
Louisiana
$785K -$229K -4,389 -23%
CCFM
1958
Clear Creek Financial Management
Washington
$785K -$16.2K -310 -2%
SDH
1959
Sloy Dahl & Holst
Washington
$783K – – –
5L
1960
55I LLC
Massachusetts
$783K +$90.4K +1,732 +13%
ES
1961
Eagle Strategies
New York
$783K +$786K +15,065 New
RWA
1962
Redmont Wealth Advisors
Illinois
$783K +$786K +15,065 New
MCM
1963
Marathon Capital Management
Maryland
$781K +$2.71K +52 +0.3%
SWA
1964
Sax Wealth Advisors
New Jersey
$778K -$21.2K -406 -3%
HPWM
1965
Highland Private Wealth Management
Washington
$778K +$42.9K +823 +6%
ESCM
1966
Echo Street Capital Management
New York
$774K +$777K +14,901 New
AAP
1967
Arax Advisory Partners
Colorado
$771K +$67.6K +1,295 +10%
HA
1968
HYA Advisors
Missouri
$769K -$99.8K -1,913 -11%
WCG
1969
Weaver Consulting Group
California
$769K +$10K +192 +1%
SAM
1970
S.A. Mason
Michigan
$768K +$4.02K +77 +0.5%
HT
1971
Heritage Trust
Oklahoma
$766K -$104K -1,997 -12%
GA
1972
Geller Advisors
New York
$766K +$1.36K +26 +0.2%
WFC
1973
Western Financial Corp
California
$764K +$8.19K +157 +1%
SFS
1974
Stiles Financial Services
Minnesota
$764K +$767K +14,705 New
RCG
1975
Regatta Capital Group
California
$764K +$767K +14,708 New
77 78
79
80 81