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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
2951
BBJS Financial Advisors
Washington
$21.4K -$38.6K -359 -63%
NA
2952
Nordwand Advisors
Pennsylvania
$20.8K – – –
SWM
2953
Sanctuary Wealth Management
Idaho
$20.5K -$242K -2,251 -92%
HIM
2954
Hillsdale Investment Management
Ontario, Canada
$19.9K +$21.5K +200 New
VWA
2955
Valued Wealth Advisors
Utah
$19.2K +$3.34K +31 +19%
FC
2956
Fairscale Capital
New Hampshire
$18.2K +$19.9K +185 New
LJHT
2957
Laurie J. Hall Trustee
$18K -$4.09K -38 -18%
RWM
2958
Ruedi Wealth Management
Illinois
$17.7K +$8.18K +76 +75%
ACM
2959
Anfield Capital Management
California
$16.7K -$538 -5 -3%
WAM
2960
WFA Asset Management
Wisconsin
$16.5K – – –
SC
2961
Swan Capital
Florida
$16.4K +$17.9K +166 New
RDIA
2962
RE Dickinson Investment Advisors
Iowa
$15.5K +$10.4K +97 +164%
BFS
2963
Bare Financial Services
Pennsylvania
$15.4K +$17.7K +164 New
PCM
2964
Penserra Capital Management
California
$15K – – –
MSWM
2965
Mowery & Schoenfeld Wealth Management
Illinois
$14.1K +$15.3K +142 New
TWP
2966
Triad Wealth Partners
Kansas
$14K +$15.2K +141 New
CCMW
2967
Cypress Capital Management (Wyoming)
Wyoming
$13.6K – – –
RCM
2968
Richardson Capital Management
Wisconsin
$13.5K – – –
SC
2969
Steph & Co
Wisconsin
$13.5K +$1.18K +11 +9%
CFS
2970
CGC Financial Services
Oregon
$13.3K – – –
TC
2971
Tacita Capital
Ontario, Canada
$13.2K – – –
KIG
2972
Kessler Investment Group
Indiana
$12.6K – – –
4FG
2973
4Thought Financial Group
New York
$12.3K – – –
SR
2974
Summer Road
Florida
$12.3K +$13.3K +124 New
NMG
2975
New Millennium Group
Utah
$11.9K +$12.9K +120 New
117 118
119
120 121