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Brookfield Asset Management
BAM

Name Holding Trade Value Shares
Change 		Change in
Stake
Kayne Anderson Rudnick Investment Management
401
Kayne Anderson Rudnick Investment Management
California
$1.72K +$1.8K +60 New
JWA
402
JFS Wealth Advisors
Pennsylvania
$1.61K +$1.69K +56 New
OCM
403
Orion Capital Management
California
$1.46K +$1.53K +51 New
ACA
404
Atlas Capital Advisors
Wyoming
$1.32K +$1.38K +46 New
MA
405
Montag & Associates
Georgia
$1.29K +$1.35K +45 New
AF
406
Allworth Financial
California
$1.26K +$1.32K +44 New
CHC
407
City Holding Co
West Virginia
$1.26K +$1.32K +44 New
KFS
408
Kelly Financial Services
Massachusetts
$1.23K +$1.29K +43 New
JWM
409
Janiczek Wealth Management
Colorado
$1.18K +$1.14K +38 New
BCM
410
Bourgeon Capital Management
Connecticut
$1.07K +$1.14K +38 New
GRP
411
Global Retirement Partners
California
$1K +$1.05K +35 New
BAM
412
Baldrige Asset Management
Pennsylvania
$1K +$812 +27 New
FMP
413
Financial Management Professionals
Texas
$1K +$1.41K +47 New
LFG
414
Larson Financial Group
Missouri
$831 +$873 +29 New
IGWM
415
ICA Group Wealth Management
Colorado
$774 +$812 +27 New
RBC
416
Romano Brothers & Co
Illinois
$745 +$782 +26 New
BIA
417
Bell Investment Advisors
California
$659 +$692 +23 New
HCM
418
Hollencrest Capital Management
California
$602 +$632 +21 New
FPFS
419
First Personal Financial Services
North Carolina
$545 +$572 +19 New
SC
420
Schubert & Co
Texas
$516 +$542 +18 New
PA
421
Parallel Advisors
California
$487 +$512 +17 New
ASBI
422
American State Bank (Iowa)
Iowa
$459 +$481 +16 New
RFA
423
Register Financial Advisors
Georgia
$423 +$451 +15 New
ME
424
McIlrath & Eck
Washington
$401 +$421 +14 New
SJIM
425
St. Johns Investment Management
Florida
$373 +$391 +13 New
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