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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
5501
Mendota Financial Group
Wisconsin
$103K – – –
YAL
5502
Your Advocates Ltd
Texas
$102K +$4.55K +23 +5%
CI
5503
Cordant Inc
Oregon
$99.6K -$2.18K -11 -2%
ATC
5504
Advantage Trust Company
Kansas
$98.7K – – –
BGC
5505
Beutel, Goodman & Co
Ontario, Canada
$98K -$15.4K -78 -15%
PWM
5506
Parkworth Wealth Management
California
$97.6K +$19.8K +100 +29%
CAM
5507
Clarity Asset Management
Iowa
$95.7K +$25.7K +130 +42%
IA
5508
IFS Advisors
Kansas
$90.4K +$15K +76 +23%
WFA
5509
West Financial Advisors
Iowa
$87.8K – – –
NIM
5510
Nexus Investment Management
Ontario, Canada
$87.8K +$79.2K +400 New
CGA
5511
Compound Global Advisors
Washington
$81.4K -$1.05M -5,287 -93%
NWM
5512
Navigoe Wealth Management
California
$81K -$4.16K -21 -5%
SC
5513
Steph & Co
Wisconsin
$79.9K -$2.77K -14 -4%
RCM
5514
Richardson Capital Management
Wisconsin
$79.6K -$85.7K -433 -54%
MAFA
5515
MJT & Associates Financial Advisory
Minnesota
$79.6K +$10.5K +53 +17%
SHM
5516
Sagard Holdings Management
Ontario, Canada
$79K +$71.2K +360 New
CFS
5517
CGC Financial Services
Oregon
$77.4K – – –
AIM
5518
Access Investment Management
Georgia
$74.2K +$66.9K +338 New
KHC
5519
Koesten Hirschmann & Crabtree
Kansas
$72K +$198 +1 +0.3%
DCM
5520
Disciplina Capital Management
Tennessee
$66.9K – – –
DMKJ
5521
David M. Knott Jr
$65.8K – – –
WFA
5522
Wells Financial Advisors
Massachusetts
$61.4K – – –
UIC
5523
Uniplan Investment Counsel
Wisconsin
$60.6K +$41.2K +208 +306%
LA
5524
Legacy Advisors
Pennsylvania
$57K -$14.8M -74,745 -86%
SAM
5525
Sycomore Asset Management
France
$57K – – –
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