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Name Holding Trade Value Shares
Change 		Change in
Stake
CJH
5501
Christopher J. Hasenberg
Wisconsin
$99.6K – – –
ATC
5502
Advantage Trust Company
Kansas
$98.7K – – –
YAL
5503
Your Advocates Ltd
Texas
$96.1K +$1.84K +9 +2%
MBFW
5504
Morton Brown Family Wealth
Pennsylvania
$90.8K +$16.4K +80 +24%
MCA
5505
Midwest Capital Advisors
Michigan
$90.8K +$84.7K +414 New
SIP
5506
Sellwood Investment Partners
Oregon
$89.1K +$83.1K +406 New
SWM
5507
Sanctuary Wealth Management
Idaho
$88.2K – – –
WFA
5508
West Financial Advisors
Iowa
$87.8K +$81.8K +400 New
SCA
5509
Stuart Chaussee & Associates
California
$86.7K +$48.5K +237 +150%
NWM
5510
Navigoe Wealth Management
California
$86K +$80.4K +393 New
BGC
5511
Beutel, Goodman & Co
Ontario, Canada
$85K – – –
MS
5512
Mizuho Securities
Japan
$84.1K -$1.01M -4,940 -93%
APW
5513
Atlantic Private Wealth
North Carolina
$81.2K – – –
GIS
5514
Grayhawk Investment Strategies
Alberta, Canada
$79K – – –
IA
5515
IFS Advisors
Kansas
$75.7K +$66.5K +325 +1,625%
TC
5516
Tacita Capital
Ontario, Canada
$75.3K +$42.6K +208 +154%
WW
5517
Winnow Wealth
Texas
$74.5K +$69.8K +341 New
PWM
5518
Parkworth Wealth Management
California
$74.4K +$69.4K +339 New
KHC
5519
Koesten Hirschmann & Crabtree
Kansas
$71.8K – – –
DMKJ
5520
David M. Knott Jr
$65.8K – – –
VFA
5521
Values First Advisors
Tennessee
$65.8K – – –
SC
5522
Steph & Co
Wisconsin
$63.8K -$92.5K -452 -61%
IHWM
5523
Iron Horse Wealth Management
Iowa
$62.7K +$22.9K +112 +64%
WFA
5524
Wells Financial Advisors
Massachusetts
$61.4K – – –
TPW
5525
Talon Private Wealth
Florida
$59.2K -$73.7K -360 -57%
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221
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