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Name Holding Trade Value Shares
Change 		Change in
Stake
HC
5601
Hurley Capital
New York
$651K -$12.6K -30 -2%
BF
5602
Brooklyn FI
New York
$651K -$31K -74 -4%
MFA
5603
Morling Financial Advisors
California
$650K -$282K -675 -28%
FWM
5604
Forteris Wealth Management
New York
$648K +$261K +623 +55%
OCM
5605
Objective Capital Management
Ohio
$647K +$149K +356 +26%
SIMG
5606
Stephens Investment Management Group
Texas
$645K – – –
SWA
5607
ShankerValleau Wealth Advisors
Illinois
$644K – – –
EW
5608
Enzi Wealth
Texas
$642K -$6.7K -16 -0.9%
AFG
5609
Arkansas Financial Group
Arkansas
$640K – – –
OWA
5610
ORBA Wealth Advisors
Illinois
$638K -$943K -2,254 -57%
HFW
5611
Horizon Family Wealth
Illinois
$637K -$74.9K -179 -9%
RPC
5612
Royal Palms Capital
Montana
$636K +$719K +1,718 New
PWM
5613
Parkshore Wealth Management
California
$636K +$30.5K +73 +4%
SIA
5614
Spectrum Investment Advisors
Wisconsin
$634K -$59.8K -143 -8%
WA
5615
Winter & Associates
Minnesota
$632K -$15.9K -38 -2%
MPW
5616
MA Private Wealth
California
$630K +$55.2K +132 +8%
CEFA
5617
Closed-End Fund Advisors
Virginia
$630K +$418 +1 +0.1%
JRCM
5618
Jones Road Capital Management
New York
$629K -$502K -1,200 -41%
KIM
5619
Karpus Investment Management
New York
$629K – – –
NAMA
5620
Nikko Asset Management Americas
New York
$628K -$12.6K -30 -2%
HFA
5621
Highland Financial Advisors
New Jersey
$628K +$157K +375 +28%
HA
5622
Hegarty Advisors
New York
$627K – – –
AAS
5623
Asset Allocation Strategies
Michigan
$623K +$117K +280 +20%
RFS
5624
RM Financial Services
Maine
$622K -$110K -263 -14%
TPW
5625
TL Private Wealth
Texas
$620K – – –
223 224
225
226 227