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Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
6026
West Financial Advisors
Iowa
$110K +$17.2K +75 +19%
MFG
6027
Mendota Financial Group
Wisconsin
$108K – – –
PIS
6028
POM Investment Strategies
North Carolina
$107K -$156K -684 -60%
YAL
6029
Your Advocates Ltd
Texas
$107K -$1.14K -5 -1%
WW
6030
Winnow Wealth
Texas
$105K +$10.3K +45 +11%
CCP
6031
Caden Capital Partners
California
$102K +$101K +443 New
BGC
6032
Beutel, Goodman & Co
Ontario, Canada
$99K +$3.66K +16 +4%
IA
6033
IFS Advisors
Kansas
$98.1K – – –
GCM
6034
Glynn Capital Management
California
$96.7K – – –
BGAI
6035
Bruce G. Allen Investments
Colorado
$95.3K -$7.78K -34 -8%
LC
6036
Luminist Capital
Michigan
$94.4K +$89K +389 +1,945%
NL
6037
NorthAvenue LLC
Ohio
$91.6K +$90.8K +397 New
MAFA
6038
MJT & Associates Financial Advisory
Minnesota
$91.2K – – –
UIC
6039
Uniplan Investment Counsel
Wisconsin
$89.4K +$42.6K +186 +93%
BCA
6040
Bitterroot Capital Advisors
Montana
$87.7K +$86.9K +380 New
AAG
6041
Accordant Advisory Group
Maryland
$86.8K – – –
CGA
6042
Compound Global Advisors
Washington
$85.6K – – –
NA
6043
Networth Advisors
Pennsylvania
$85.6K +$84.9K +371 New
RCM
6044
Richardson Capital Management
Wisconsin
$85.4K +$1.6K +7 +2%
MCA
6045
Maryland Capital Advisors
Maryland
$84.5K +$57.2K +250 +216%
RIAS
6046
Rachor Investment Advisory Services
Michigan
$84.5K +$83.7K +366 New
SAS
6047
Spurstone Advisory Services
Connecticut
$84.5K -$13.7K -60 -14%
CFS
6048
CGC Financial Services
Oregon
$81.5K – – –
PP
6049
Paladin Partners
Wisconsin
$76.2K +$75.5K +330 New
AIM
6050
Access Investment Management
Georgia
$74.2K – – –
240 241
242
243 244