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Brookfield Asset Management
BAM

Name Holding Trade Value Shares
Change 		Change in
Stake
S
376
SimplyRich
California
$303K – – –
NS
377
NBC Securities
Alabama
$303K +$341K +6,252 +104,200%
YCM
378
Yousif Capital Management
Michigan
$303K – – –
EWM
379
Evercore Wealth Management
New York
$300K – – –
PGAM
380
Princeton Global Asset Management
New Jersey
$299K – – –
MC
381
Moors & Cabot
Massachusetts
$298K -$130K -2,386 -28%
WSFS
382
Wilmington Savings Fund Society
Delaware
$297K +$1.8K +33 +0.5%
GIA
383
Gateway Investment Advisers
Ohio
$291K -$144K -2,645 -31%
VWM
384
Venturi Wealth Management
Texas
$284K +$8.88K +163 +3%
MIM
385
Moseley Investment Management
Florida
$282K – – –
IA
386
Integrity Alliance
Iowa
$281K +$316K +5,797 New
PIA
387
Powell Investment Advisors
Florida
$280K -$9.54K -175 -3%
LM
388
Lincluden Management
Ontario, Canada
$280K – – –
CSIC
389
Clifford Swan Investment Counsel
California
$279K – – –
CL
390
Choreo LLC
Illinois
$278K -$237K -4,349 -43%
FT
391
Fiduciary Trust
Massachusetts
$276K -$8.12K -149 -3%
HWM
392
Hemington Wealth Management
Virginia
$275K -$1.04K -19 -0.3%
SC
393
Searle & Co
Connecticut
$274K – – –
YMRC
394
Yorktown Management & Research Company
Virginia
$273K – – –
SA
395
Sanctuary Advisors
Indiana
$269K -$821K -15,061 -73%
CSPIA
396
Cary Street Partners Investment Advisory
Virginia
$268K -$16.6K -305 -5%
MLA
397
My Legacy Advisors
Oregon
$265K +$4.58K +84 +2%
BONST
398
Bank of Nova Scotia Trust
Ontario, Canada
$262K +$9.48K +174 +3%
VF
399
Virtu Financial
New York
$261K +$294K +5,396 New
UCFA
400
United Capital Financial Advisors
Texas
$259K +$218 +4 +0.1%
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