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Name Holding Trade Value Shares
Change
Change in
Stake
MJRIC
876
Mogy Joel R Investment Counsel
California
$2.33M
HIM
877
Hotaling Investment Management
Pennsylvania
$2.33M +$6.36K +27 +0.3%
CIC
878
Chase Investment Counsel
Virginia
$2.33M
CAAS
879
Capital Asset Advisory Services
Michigan
$2.31M -$89K -378 -4%
IF
880
Intrua Financial
Texas
$2.3M -$67.1K -285 -4%
Bank Julius Baer & Co
881
Bank Julius Baer & Co
Switzerland
$2.29M -$287K -1,218 -12%
HPWM
882
High Pines Wealth Management
Massachusetts
$2.29M +$184K +780 +10%
HIIFS
883
Harel Insurance Investments & Financial Services
Israel
$2.29M +$478K +2,031 +30%
CWM
884
Concentric Wealth Management
California
$2.28M -$98.9K -420 -5%
CAM
885
Cozad Asset Management
Illinois
$2.28M +$332K +1,410 +19%
AWA
886
Arkadios Wealth Advisors
Georgia
$2.28M -$185K -786 -8%
IWA
887
Intercontinental Wealth Advisors
Texas
$2.27M -$76.3K -324 -4%
FA
888
Fagan Associates
New York
$2.27M +$1.25M +5,292 +152%
CWM
889
Cordatus Wealth Management
Pennsylvania
$2.27M +$2.06M +8,766 New
MYIA
890
Mount Yale Investment Advisors
Colorado
$2.25M +$864K +3,669 +73%
AHC
891
Adell Harriman & Carpenter
Texas
$2.23M +$14.1K +60 +0.7%
LWM
892
Lyell Wealth Management
California
$2.23M
PWA
893
Phoenix Wealth Advisors
North Carolina
$2.23M -$180K -765 -8%
GFA
894
Gifford Fong Associates
California
$2.22M
OPWM
895
Oxinas Partners Wealth Management
Indiana
$2.22M -$657K -2,790 -24%
SL
896
Stevard LLC
Illinois
$2.22M +$41K +174 +2%
ACM
897
AlphaStar Capital Management
North Carolina
$2.22M +$1.32M +5,616 +306%
WBC
898
West Branch Capital
Massachusetts
$2.22M +$34.6K +147 +2%
UAS
899
United Asset Strategies
New York
$2.22M -$13.4K -57 -0.7%
AWMF
900
Arbor Wealth Management (Florida)
Florida
$2.21M +$2.02M +8,565 New