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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1876
Endurance Wealth Management
Rhode Island
$86K – – –
APW
1877
Acima Private Wealth
Virginia
$85K – – –
SMG
1878
Spectrum Management Group
Indiana
$85K +$751 +7 +1%
IRAG
1879
Investment Research & Advisory Group
Georgia
$82K – – –
PG
1880
Proffitt & Goodson
Tennessee
$81K – – –
TCM
1881
Tradewinds Capital Management
Washington
$80K +$107 +1 +0.2%
CAL
1882
Capital Advisors Ltd
Ohio
$77K – – –
GAM
1883
Gemmer Asset Management
California
$77K – – –
LD
1884
Lipe & Dalton
New York
$75K – – –
EARNEST Partners
1885
EARNEST Partners
Georgia
$71K – – –
NO
1886
Ninety One
South Africa
$68K -$13.4M -124,658 -100%
CA
1887
Centerpoint Advisors
Massachusetts
$66K -$19K -177 -25%
CCM
1888
Cribstone Capital Management
Maine
$65K -$53K -494 -49%
JWM
1889
Jeppson Wealth Management
California
$65K +$55.8K +520 New
BFG
1890
Baron Financial Group
New Jersey
$62.8K +$53.7K +500 New
HWM
1891
Holloway Wealth Management
Florida
$60K – – –
Pathstone Family Office
1892
Pathstone Family Office
New Jersey
$60K – – –
LWA
1893
Lenox Wealth Advisors
New York
$60K +$6.44K +60 +14%
Simon Quick Advisors
1894
Simon Quick Advisors
New Jersey
$59K +$15.5K +144 +44%
FGA
1895
Fortis Group Advisors
New Jersey
$59K +$50.5K +470 New
FMTCOCP
1896
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$58K -$10.7K -100 -18%
PCFFS
1897
Pacific Center for Financial Services
California
$58K – – –
RWM
1898
Raffa Wealth Management
District of Columbia
$57.4K -$5.58K -52 -10%
AP
1899
Atwood & Palmer
Missouri
$57K – – –
BCM
1900
Bourgeon Capital Management
Connecticut
$55K – – –