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Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
3001
Nova Wealth Management
Florida
$102K +$20.9K +220 +25%
MLA
3002
MB, Levis & Associates
Pennsylvania
$101K – – –
POIA
3003
Pin Oak Investment Advisors
Texas
$99K – – –
OCM
3004
Osterweis Capital Management
California
$97.9K +$4.75K +50 +5%
BOJHT
3005
Bank of Jackson Hole Trust
Wyoming
$97.1K +$83.7K +880 +800%
KSWA
3006
Kathleen S. Wright Associates
Pennsylvania
$96.7K – – –
PWMG
3007
Private Wealth Management Group
New Jersey
$94.2K +$4.75K +50 +5%
TCA
3008
Trifecta Capital Advisors
Illinois
$94.2K +$7.61K +80 +9%
CRFG
3009
Columbia River Financial Group
Washington
$94K +$96.1K +1,010 New
B
3010
Birchbrook
Maine
$93.3K – – –
SHF
3011
Safe Harbor Fiduciary
Florida
$93.3K – – –
TJHA
3012
Thomas J. Herzfeld Advisors
Florida
$93.3K – – –
CAM
3013
Creekmur Asset Management
Illinois
$93.3K +$951 +10 +1%
EC
3014
Elequin Capital
New York
$93.3K +$85.6K +900 +900%
PBK
3015
Peoples Bank (Kansas)
Kansas
$93.3K – – –
PP
3016
Pacifica Partners
Canada
$90.8K – – –
WT
3017
Washington Trust
Rhode Island
$90.5K -$96.1K -1,010 -51%
BCWM
3018
Ball & Co Wealth Management
Tennessee
$90K -$144K -1,510 -61%
CIR
3019
Clear Investment Research
Georgia
$88.8K +$3.8K +40 +4%
WAG
3020
Wiser Advisor Group
Arizona
$88.6K – – –
ICM
3021
Islay Capital Management
Texas
$88.6K – – –
BBPWM
3022
Blue Bell Private Wealth Management
Pennsylvania
$87.7K – – –
HFS
3023
Hughes Financial Services
Virginia
$87.3K +$89.4K +940 New
CCM
3024
Chilton Capital Management
Texas
$86.7K -$88.4K -930 -50%
BC
3025
Barrett & Company
Rhode Island
$84.5K – – –
119 120
121
122 123