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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2776
Boyd Wealth Management
California
$323K – – –
MPWS
2777
McCarter Private Wealth Services
Massachusetts
$323K +$3.52K +13 +1%
SC
2778
Schiavi & Co
Delaware
$323K -$2.99M -11,041 -89%
Golden Reserve Retirement
2779
Golden Reserve Retirement
Ohio
$322K -$635K -2,346 -64%
WHC
2780
Wulff, Hansen & Co
California
$322K – – –
MWM
2781
Melfa Wealth Management
Massachusetts
$321K +$13.5K +50 +4%
RMC
2782
Ring Mountain Capital
California
$321K +$23.5K +87 +7%
BWP
2783
Bernardo Wealth Planning
Pennsylvania
$321K +$3.25K +12 +0.9%
SP
2784
Successful Portfolios
Florida
$321K -$92K -340 -20%
TC
2785
TFR Capital
Texas
$320K +$51.7K +191 +17%
MPPW
2786
Mitchell & Pahl Private Wealth
Oklahoma
$319K – – –
Falcon Wealth Planning
2787
Falcon Wealth Planning
California
$319K +$83.9K +310 +31%
CFG
2788
Copley Financial Group
California
$319K -$8.39K -31 -2%
Conservest Capital Advisors
2789
Conservest Capital Advisors
Pennsylvania
$319K +$102K +378 +40%
JT Stratford LLC
2790
JT Stratford LLC
Georgia
$318K -$22.2K -82 -6%
CA
2791
Clune & Associates
Illinois
$318K +$271 +1 +0.1%
Goldstein Advisors
2792
Goldstein Advisors
Wisconsin
$318K +$271 +1 +0.1%
RIS
2793
Richmond Investment Services
Wisconsin
$317K +$21.6K +80 +7%
NF
2794
Napier Financial
Massachusetts
$316K +$353K +1,305 New
Pacific Sage Partners
2795
Pacific Sage Partners
Washington
$316K -$3.25K -12 -0.9%
BF
2796
Blankinship & Foster
California
$315K -$541 -2 -0.2%
FIA
2797
FNY Investment Advisers
New York
$315K +$352K +1,300 New
Cadinha & Co
2798
Cadinha & Co
Hawaii
$314K -$168K -620 -32%
RCM
2799
RB Capital Management
Nevada
$314K +$1.08K +4 +0.3%
SL
2800
SWMG LLC
Texas
$314K +$2.44K +9 +0.7%