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Name Holding Trade Value Shares
Change 		Change in
Stake
PHM
3151
Prospect Hill Management
New Jersey
$201K +$173K +700 New
PFM
3152
Patton Fund Management
Texas
$201K +$172K +699 New
RMC
3153
Resources Management Corp
Connecticut
$196K +$103K +417 +157%
CT
3154
Clearstead Trust
Maine
$194K +$28.4K +115 +16%
LFA
3155
Level Financial Advisors
New York
$194K +$7.9K +32 +5%
LWA
3156
Lowe Wealth Advisors
Maryland
$193K – – –
EWP
3157
Elevation Wealth Partners
California
$189K – – –
DF
3158
DecisionPoint Financial
Arizona
$187K – – –
PWMA
3159
Pension & Wealth Management Advisors
Massachusetts
$185K +$18K +73 +11%
ICM
3160
Intrepid Capital Management
Florida
$183K +$158K +639 New
VCM
3161
Vigilant Capital Management
Maine
$182K -$41K -166 -21%
GGI
3162
Godsey & Gibb Inc
Virginia
$181K +$110K +447 +246%
MLA
3163
MB, Levis & Associates
Pennsylvania
$174K – – –
SA
3164
SRH Advisors
Kansas
$173K – – –
CC
3165
Cypress Capital
Tennessee
$172K -$7.65K -31 -5%
AA
3166
Addison Advisors
Vermont
$172K -$9.87K -40 -6%
FFA
3167
Fairfield Financial Advisors
Massachusetts
$170K -$9.87K -40 -6%
MTIM
3168
Marathon Trading Investment Management
Pennsylvania
$169K -$577K -2,339 -80%
BFPW
3169
BOK Financial Private Wealth
Colorado
$168K +$20.5K +83 +17%
CSWM
3170
Cassady Schiller Wealth Management
Ohio
$166K – – –
JGIA
3171
Jackson Grant Investment Advisers
Connecticut
$166K – – –
AWM
3172
Ameliora Wealth Management
Switzerland
$164K -$120K -485 -46%
MRCM
3173
M&R Capital Management
New Jersey
$163K +$7.4K +30 +6%
PP
3174
PrairieView Partners
Minnesota
$163K – – –
FA
3175
Financial Avengers
California
$162K +$26.6K +108 +24%
125 126
127
128 129