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Brookfield Asset Management
BAM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
376
Clearstead Advisors
Ohio
$46.6K -$39.2K -1,160 -50%
UB
377
UMB Bank
Missouri
$43.4K – – –
PTC
378
Private Trust Company
Ohio
$42.5K – – –
AA
379
Addison Advisors
Vermont
$42.3K – – –
HFS
380
HBC Financial Services
Washington
$40K – – –
HI
381
Harbour Investments
Wisconsin
$37.7K – – –
GIS
382
Grayhawk Investment Strategies
Alberta, Canada
$37.4K – – –
POIA
383
Pin Oak Investment Advisors
Texas
$36K – – –
MFG
384
Mendota Financial Group
Wisconsin
$34.9K +$4.06K +120 +16%
RIM
385
Rakuten Investment Management
Japan
$34.8K +$29.2K +864 New
GWS
386
Glassman Wealth Services
Virginia
$34.3K -$6.39K -189 -18%
TSW
387
Thompson Siegel & Walmsley
Virginia
$34K – – –
QC
388
Quent Capital
New York
$28.1K +$8.21K +243 +54%
PFBT
389
Parkside Financial Bank & Trust
Missouri
$26.7K – – –
GRP
390
Global Retirement Partners
California
$26.5K -$1.45K -43 -6%
QCG
391
Quadrant Capital Group
Ohio
$22.8K -$68 -2 -0.4%
TCOV
392
Trust Company of Vermont
Vermont
$22.6K -$82.3K -2,434 -81%
S
393
SignatureFD
Georgia
$21.7K -$31.8K -942 -64%
NA
394
NewEdge Advisors
Louisiana
$21.4K +$34 +1 +0.2%
TRCT
395
Tower Research Capital (TRC)
New York
$20.7K -$64.8K -1,918 -79%
CFGS
396
Concourse Financial Group Securities
Alabama
$19.9K +$68 +2 +0.4%
TWM
397
Tradition Wealth Management
Minnesota
$19K – – –
WT
398
Washington Trust
Rhode Island
$17K -$1.28K -38 -8%
MPWT
399
MassMutual Private Wealth & Trust
Connecticut
$15.4K +$3.48K +103 +37%
CB
400
Community Bank
New York
$15.3K – – –
14 15
16
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