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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
3001
Concord Wealth Partners
Virginia
$104K – – –
MWM
3002
MorganRosel Wealth Management
Colorado
$104K +$107K +1,120 New
VNA
3003
Valley National Advisers
Pennsylvania
$103K +$12.4K +130 +13%
FNWA
3004
Financial Network Wealth Advisors
Utah
$103K -$20.9K -220 -17%
NWM
3005
Nova Wealth Management
Florida
$102K +$20.9K +220 +25%
MLA
3006
MB, Levis & Associates
Pennsylvania
$101K – – –
POIA
3007
Pin Oak Investment Advisors
Texas
$99K – – –
OCM
3008
Osterweis Capital Management
California
$97.9K +$4.75K +50 +5%
BOJHT
3009
Bank of Jackson Hole Trust
Wyoming
$97.1K +$83.7K +880 +800%
KSWA
3010
Kathleen S. Wright Associates
Pennsylvania
$96.7K – – –
PWMG
3011
Private Wealth Management Group
New Jersey
$94.2K +$4.75K +50 +5%
TCA
3012
Trifecta Capital Advisors
Illinois
$94.2K +$7.61K +80 +9%
CRFG
3013
Columbia River Financial Group
Washington
$94K +$96.1K +1,010 New
B
3014
Birchbrook
Maine
$93.3K – – –
SHF
3015
Safe Harbor Fiduciary
Florida
$93.3K – – –
TJHA
3016
Thomas J. Herzfeld Advisors
Florida
$93.3K – – –
CAM
3017
Creekmur Asset Management
Illinois
$93.3K +$951 +10 +1%
EC
3018
Elequin Capital
New York
$93.3K +$85.6K +900 +900%
PBK
3019
Peoples Bank (Kansas)
Kansas
$93.3K – – –
PP
3020
Pacifica Partners
Canada
$90.8K – – –
WT
3021
Washington Trust
Rhode Island
$90.5K -$96.1K -1,010 -51%
BCWM
3022
Ball & Co Wealth Management
Tennessee
$90K -$144K -1,510 -61%
CIR
3023
Clear Investment Research
Georgia
$88.8K +$3.8K +40 +4%
WAG
3024
Wiser Advisor Group
Arizona
$88.6K – – –
ICM
3025
Islay Capital Management
Texas
$88.6K – – –
119 120
121
122 123