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Name Holding Trade Value Shares
Change
Change in
Stake
PG
1801
Proffitt & Goodson
Tennessee
$64K +$1.85K +20 +3%
CWM
1802
Campbell Wealth Management
Virginia
$64K +$59.8K +648 New
TCM
1803
Tradewinds Capital Management
Washington
$62K -$17.2K -186 -23%
AWM
1804
AllSquare Wealth Management
New York
$61K +$9.41K +102 +19%
GAM
1805
Gemmer Asset Management
California
$60K -$7.48K -81 -12%
CAL
1806
Capital Advisors Ltd
Ohio
$60K +$56.9K +617 New
LD
1807
Lipe & Dalton
New York
$59K – – –
PIMG
1808
Patriot Investment Management Group
Tennessee
$59K +$55.5K +601 New
EARNEST Partners
1809
EARNEST Partners
Georgia
$56K – – –
FMTCOCP
1810
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$55K – – –
USGIU
1811
U.S. Global Investors (USGI)
Texas
$53K +$49.8K +540 New
RWM
1812
Raffa Wealth Management
District of Columbia
$49.9K +$738 +8 +2%
PFO
1813
Pathstone Family Office
New Jersey
$47K -$80.5K -872 -65%
AP
1814
Atwood & Palmer
Missouri
$45K – – –
PCFFS
1815
Pacific Center for Financial Services
California
$45K – – –
BCM
1816
Bourgeon Capital Management
Connecticut
$43K – – –
LWA
1817
Lenox Wealth Advisors
New York
$41K -$18.3K -198 -32%
CDIA
1818
Capital Directions Investment Advisors
Georgia
$41K – – –
HGWM
1819
Harvest Group Wealth Management
Massachusetts
$40K – – –
RWG
1820
Regal Wealth Group
California
$39K – – –
SWM
1821
Sugarloaf Wealth Management
Georgia
$39K +$92 +1 +0.2%
CHA
1822
Carmichael Hill & Associates
Maryland
$36K – – –
SC
1823
Solstein Capital
California
$35K – – –
MFT
1824
Moisand Fitzgerald Tamayo
Florida
$35K +$554 +6 +2%
CCA
1825
Column Capital Advisors
Indiana
$34K +$8.21K +89 +34%