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Brookfield Asset Management
BAM

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
351
TwinBeech Capital
New York
$456K +$501K +10,264 New
PFS
352
Prospera Financial Services
Texas
$456K +$501K +10,250 New
UCFA
353
United Capital Financial Advisors
Texas
$451K +$53.2K +1,089 +12%
DA
354
Denali Advisors
California
$449K +$299K +6,113 +153%
KRSITF
355
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$447K – – –
AGM
356
Alpine Global Management
New York
$447K +$491K +10,053 New
SWM
357
Salvus Wealth Management
New Jersey
$440K -$1.37K -28 -0.3%
LIM
358
Leavell Investment Management
Alabama
$440K – – –
SF
359
Summit Financial
New Jersey
$434K +$34.1K +698 +8%
AIM
360
Aigen Investment Management
New York
$432K -$199K -4,066 -37%
PUI
361
Purpose Unlimited Inc
$428K +$258K +5,287 +120%
SC
362
SummitTX Capital
Texas
$424K -$112K -2,301 -19%
LNWTC
363
Laird Norton Wetherby Trust Company
Washington
$422K +$203K +4,162 +78%
MGP
364
Metis Global Partners
California
$420K -$40.4K -828 -8%
BONST
365
Bank of Nova Scotia Trust
Ontario, Canada
$415K +$207K +4,229 +83%
GAM
366
Griffin Asset Management
New York
$412K -$258K -5,288 -36%
VT
367
Vise Technologies
New York
$408K – – –
EHC
368
Everett Harris & Co
California
$407K – – –
FRA
369
Frank Rimerman Advisors
California
$404K +$444K +9,098 New
MFG
370
Merit Financial Group
Georgia
$401K +$441K +9,030 New
NICM
371
Neo Ivy Capital Management
New York
$401K +$441K +9,023 New
HHGC
372
Hunting Hill Global Capital
New York
$400K -$481K -9,847 -52%
CAWM
373
Capital Advisors Wealth Management
Washington
$400K -$342 -7 -0.1%
WSFS
374
Wilmington Savings Fund Society
Delaware
$399K +$82.1K +1,681 +23%
CA
375
Carson Advisory
Georgia
$389K +$34.2K +700 +9%
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15
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