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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
2651
Sollinda Capital Management
Florida
$380K – – –
BEW
2652
Burton Enright Welch
California
$378K +$14.7K +56 +4%
GA
2653
Goldstein Advisors
Wisconsin
$378K -$524 -2 -0.1%
LWM
2654
LeConte Wealth Management
Tennessee
$377K -$97.9K -374 -22%
BWM
2655
Boyd Wealth Management
California
$376K – – –
WPA
2656
West Paces Advisors
Georgia
$376K -$44.2K -169 -11%
FWP
2657
Fiduciary Wealth Partners
Massachusetts
$375K -$294K -1,122 -46%
WHC
2658
Wulff, Hansen & Co
California
$374K – – –
CPW
2659
Cove Private Wealth
New York
$374K – – –
KWA
2660
Kellett Wealth Advisors
Ohio
$373K +$48.9K +187 +16%
BTWM
2661
Brass Tax Wealth Management
Ohio
$373K -$25.7K -98 -7%
FAT
2662
First American Trust
California
$373K +$110K +419 +46%
MPPW
2663
Mitchell & Pahl Private Wealth
Oklahoma
$372K – – –
RI
2664
Ridgewood Investments
New Jersey
$371K – – –
BTIM
2665
BancFirst Trust & Investment Management
Oklahoma
$371K +$26.2K +100 +8%
AIFAIM
2666
American Institute for Advanced Investment Management
Arizona
$371K -$58.9K -225 -15%
CW
2667
Channel Wealth
California
$371K -$6.28K -24 -2%
SL
2668
SWMG LLC
Texas
$370K +$6.54K +25 +2%
PWMG
2669
Private Wealth Management Group
New Jersey
$367K -$524 -2 -0.2%
BF
2670
Blankinship & Foster
California
$367K +$3.67K +14 +1%
EE
2671
EWG Elevate
California
$367K +$1.57K +6 +0.5%
NCM
2672
Noesis Capital Mangement
Florida
$367K -$56.8K -217 -14%
WCWM
2673
Willow Creek Wealth Management
California
$366K +$5.5K +21 +2%
RMC
2674
Ring Mountain Capital
California
$366K – – –
BFPW
2675
BOK Financial Private Wealth
Colorado
$366K -$50K -191 -13%