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Brookfield Asset Management
BAM

Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
451
Farmers & Merchants Investments Inc
Nebraska
$143K – – –
SAM
452
Smartleaf Asset Management
Massachusetts
$140K +$130K +2,181 +991%
PA
453
Parallel Advisors
California
$135K -$2.62K -44 -2%
AF
454
Advisornet Financial
Minnesota
$132K – – –
HNB
455
Huntington National Bank
Ohio
$131K +$24.4K +410 +22%
GA
456
GoalVest Advisory
New York
$124K – – –
FMP
457
Financial Management Professionals
Texas
$116K +$3.57K +60 +3%
EWA
458
EverSource Wealth Advisors
Alabama
$112K +$62.6K +1,053 +114%
WAM
459
Wolverine Asset Management
Illinois
$112K – – –
DI
460
DAGCO Inc
Ohio
$100K – – –
AIM
461
Anchor Investment Management
South Carolina
$100K – – –
CT
462
Clearstead Trust
Maine
$91.7K -$3.87K -65 -4%
CH
463
Cromwell Holdings
Wyoming
$90.6K – – –
FP
464
Financial Perspectives
Minnesota
$87.9K -$4.58K -77 -5%
LFG
465
Larson Financial Group
Missouri
$87.4K +$28.4K +478 +45%
KFI
466
Key Financial Inc
Pennsylvania
$84.4K – – –
PTC
467
Private Trust Company
Ohio
$82.4K -$5K -84 -5%
AA
468
Addison Advisors
Vermont
$80.1K – – –
LI
469
Louisbourg Investments
New Brunswick, Canada
$79.8K – – –
PFBT
470
Parkside Financial Bank & Trust
Missouri
$76.5K -$22.1K -371 -22%
HPC
471
HM Payson & Co
Maine
$74K – – –
HDIM
472
Hanson & Doremus Investment Management
Vermont
$74K – – –
MPWT
473
MassMutual Private Wealth & Trust
Connecticut
$70.8K +$178 +3 +0.2%
PWA
474
Provenance Wealth Advisors
Florida
$64K – – –
RFS
475
Richardson Financial Services
Massachusetts
$63.5K -$4.46K -75 -6%
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19
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