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Name Holding Trade Value Shares
Change
Change in
Stake
SMG
1876
Spectrum Management Group
Indiana
$85K +$751 +7 +1%
IRAG
1877
Investment Research & Advisory Group
Georgia
$82K
PG
1878
Proffitt & Goodson
Tennessee
$81K
TCM
1879
Tradewinds Capital Management
Washington
$80K +$107 +1 +0.2%
CAL
1880
Capital Advisors Ltd
Ohio
$77K
GAM
1881
Gemmer Asset Management
California
$77K
LD
1882
Lipe & Dalton
New York
$75K
EARNEST Partners
1883
EARNEST Partners
Georgia
$71K
NO
1884
Ninety One
South Africa
$68K -$13.4M -124,658 -100%
CA
1885
Centerpoint Advisors
Massachusetts
$66K -$19K -177 -25%
CCM
1886
Cribstone Capital Management
Maine
$65K -$53K -494 -49%
JWM
1887
Jeppson Wealth Management
California
$65K +$55.8K +520 New
BFG
1888
Baron Financial Group
New Jersey
$62.8K +$53.7K +500 New
HWM
1889
Holloway Wealth Management
Florida
$60K
PFO
1890
Pathstone Family Office
New Jersey
$60K
LWA
1891
Lenox Wealth Advisors
New York
$60K +$6.44K +60 +14%
SQA
1892
Simon Quick Advisors
New Jersey
$59K +$15.5K +144 +44%
FGA
1893
Fortis Group Advisors
New Jersey
$59K +$50.5K +470 New
FMTCOCP
1894
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$58K -$10.7K -100 -18%
PCFFS
1895
Pacific Center for Financial Services
California
$58K
RWM
1896
Raffa Wealth Management
District of Columbia
$57.4K -$5.58K -52 -10%
AP
1897
Atwood & Palmer
Missouri
$57K
BCM
1898
Bourgeon Capital Management
Connecticut
$55K
MS
1899
Mizuho Securities
Japan
$54K +$19.3K +180 +72%
CDIA
1900
Capital Directions Investment Advisors
Georgia
$52K