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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1801
Tradewinds Capital Management
Washington
$62K -$17.2K -186 -23%
AWM
1802
AllSquare Wealth Management
New York
$61K +$9.41K +102 +19%
GAM
1803
Gemmer Asset Management
California
$60K -$7.48K -81 -12%
CAL
1804
Capital Advisors Ltd
Ohio
$60K +$56.9K +617 New
LD
1805
Lipe & Dalton
New York
$59K
PIMG
1806
Patriot Investment Management Group
Tennessee
$59K +$55.5K +601 New
EARNEST Partners
1807
EARNEST Partners
Georgia
$56K
FMTCOCP
1808
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$55K
USGIU
1809
U.S. Global Investors (USGI)
Texas
$53K +$49.8K +540 New
RWM
1810
Raffa Wealth Management
District of Columbia
$49.9K +$738 +8 +2%
PFO
1811
Pathstone Family Office
New Jersey
$47K -$80.5K -872 -65%
AP
1812
Atwood & Palmer
Missouri
$45K
PCFFS
1813
Pacific Center for Financial Services
California
$45K
BCM
1814
Bourgeon Capital Management
Connecticut
$43K
LWA
1815
Lenox Wealth Advisors
New York
$41K -$18.3K -198 -32%
CDIA
1816
Capital Directions Investment Advisors
Georgia
$41K
HGWM
1817
Harvest Group Wealth Management
Massachusetts
$40K
RWG
1818
Regal Wealth Group
California
$39K
SWM
1819
Sugarloaf Wealth Management
Georgia
$39K +$92 +1 +0.2%
CHA
1820
Carmichael Hill & Associates
Maryland
$36K
SC
1821
Solstein Capital
California
$35K
MFT
1822
Moisand Fitzgerald Tamayo
Florida
$35K +$554 +6 +2%
CCA
1823
Column Capital Advisors
Indiana
$34K +$8.21K +89 +34%
KFS
1824
Kelly Financial Services
Massachusetts
$33.2K +$18.7K +203 +150%
SQA
1825
Simon Quick Advisors
New Jersey
$32K -$23.1K -250 -43%