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Name Holding Trade Value Shares
Change 		Change in
Stake
MSRI
5601
Michael S. Ryan Inc
New York
$647K -$102K -252 -13%
WA
5602
Winter & Associates
Minnesota
$647K +$16.2K +40 +2%
PWM
5603
Parkshore Wealth Management
California
$647K +$6.88K +17 +1%
RPC
5604
Royal Palms Capital
Montana
$646K +$5.66K +14 +0.8%
EW
5605
Enzi Wealth
Texas
$646K -$22.7K -56 -3%
ICCON
5606
Investment Counsel Company of Nevada
Nevada
$645K -$322K -796 -32%
NAMA
5607
Nikko Asset Management Americas
New York
$643K +$11.7K +29 +2%
HA
5608
Hegarty Advisors
New York
$639K +$8.09K +20 +1%
SAP
5609
Strategic Advisory Partners
North Carolina
$639K -$82.1K -203 -11%
5W
5610
5T Wealth
California
$636K -$110K -272 -14%
PFA
5611
Presper Financial Architects
Ohio
$635K -$252K -623 -27%
AWMI
5612
Aegis Wealth Management (Iowa)
Iowa
$635K +$72.8K +180 +12%
CEFA
5613
Closed-End Fund Advisors
Virginia
$635K – – –
KIM
5614
Karpus Investment Management
New York
$634K – – –
DIG
5615
Daniel Investment Group
Michigan
$634K +$687K +1,699 New
GFG
5616
GR Financial Group
Arizona
$632K +$182K +450 +36%
BWM
5617
Briggs Wealth Management
Connecticut
$632K +$20.2K +50 +3%
MFN
5618
Midwest Financial Network
Illinois
$631K +$6.47K +16 +1%
HC
5619
Hurley Capital
New York
$630K -$28.3K -70 -4%
WA
5620
Wealthstar Advisors
Texas
$627K +$25.5K +63 +4%
BFS
5621
Burrus Financial Services
Utah
$625K -$149K -369 -18%
RWS
5622
RASP Wealth Solutions
Indiana
$625K +$678K +1,675 New
BCG
5623
Bravias Capital Group
New Jersey
$625K +$59.1K +146 +10%
DF
5624
Dedeker Financial
Minnesota
$624K -$411K -1,015 -38%
FPN
5625
Financial Planning Navigators
Minnesota
$623K -$602K -1,488 -47%
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225
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