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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1201
Brendel Financial Advisors
New Hampshire
$1.84M -$493K -2,466 -26%
UAML
1202
US Asset Management LLC
Pennsylvania
$1.84M +$41.4K +207 +3%
Bank Julius Baer & Co
1203
Bank Julius Baer & Co
Switzerland
$1.83M +$188K +938 +15%
BIP
1204
Blueprint Investment Partners
North Carolina
$1.83M -$319K -1,593 -19%
LAM
1205
L2 Asset Management
Massachusetts
$1.83M +$152K +762 +12%
SEP
1206
Southland Equity Partners
Missouri
$1.83M +$64.2K +321 +5%
HWP
1207
Highline Wealth Partners
California
$1.83M -$56K -280 -4%
PWP
1208
Private Wealth Partners
California
$1.82M +$9.2K +46 +0.7%
BA
1209
Birinyi Associates
Connecticut
$1.82M +$210K +1,050 +18%
PA
1210
PSI Advisors
Florida
$1.82M +$327K +1,637 +31%
CIC
1211
Carnegie Investment Counsel
Ohio
$1.82M -$118K -592 -8%
CHAM
1212
Clear Harbor Asset Management
Connecticut
$1.82M -$22.8K -114 -2%
LIM
1213
Leavell Investment Management
Alabama
$1.81M +$600K +3,003 +77%
KJHP
1214
K.J. Harrison & Partners
Ontario, Canada
$1.8M +$199K +997 +17%
BZWA
1215
Blue Zone Wealth Advisors
California
$1.8M -$3K -15 -0.2%
KLI
1216
Kelman-Lazarov Inc
Tennessee
$1.8M +$54.4K +272 +4%
SAM
1217
Synergy Asset Management
Washington
$1.8M +$110K +548 +9%
AAP
1218
Arax Advisory Partners
Colorado
$1.8M +$77.4K +387 +6%
PIM
1219
Profit Investment Management
Maryland
$1.79M +$2K +10 +0.1%
WIA
1220
World Investment Advisors
California
$1.79M -$73K -365 -5%
CWP
1221
Concord Wealth Partners
Virginia
$1.79M +$352K +1,762 +35%
PSP
1222
Pacific Sage Partners
Washington
$1.78M +$909K +4,544 +201%
LWA
1223
Lineweaver Wealth Advisors
Ohio
$1.78M +$4.6K +23 +0.3%
PJSIMP
1224
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.78M +$39K +195 +3%
DBRC
1225
D.B. Root & Company
Pennsylvania
$1.77M -$353K -1,765 -21%