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Brookfield Asset Management
BAM

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
501
Allied Private Wealth
Florida
$40.2K +$41.7K +883 New
POIA
502
Pin Oak Investment Advisors
Texas
$40K – – –
ZBNA
503
Zions Bancorporation, National Association
Utah
$38.9K +$2.46K +52 +6%
DJSG
504
D.J. St. Germain
Massachusetts
$38.1K – – –
NA
505
NewEdge Advisors
Louisiana
$38K +$189 +4 +0.5%
KFI
506
Key Financial Inc
Pennsylvania
$37.7K -$27.4K -581 -41%
CSP
507
Cary Street Partners
Virginia
$36.1K -$236 -5 -0.6%
HI
508
Harbour Investments
Wisconsin
$34.3K +$2.6K +55 +8%
RBC
509
Roble Belko & Company
Pennsylvania
$34K – – –
CFM
510
Compass Financial Management
Florida
$31.2K +$28.3K +600 New
BT
511
Banque Transatlantique
France
$26.9K – – –
MHIP
512
Mountain Hill Investment Partners
New Jersey
$26.8K – – –
TC
513
Truvestments Capital
Florida
$26.3K – – –
IA
514
IFP Advisors
Florida
$26.1K -$19.5K -413 -42%
CA
515
CoreCap Advisors
Michigan
$25.5K -$94 -2 -0.4%
TCOV
516
Trust Company of Vermont
Vermont
$25.2K +$26.5K +562 New
CT
517
Clearstead Trust
Maine
$23.5K – – –
FCAS
518
First Command Advisory Services
Texas
$21.9K +$7.65K +162 +50%
SWM
519
SHP Wealth Management
Massachusetts
$20.6K +$2.46K +52 +13%
NICM
520
Neo Ivy Capital Management
New York
$20.4K -$405K -8,569 -95%
HC
521
Hara Capital
Washington
$20.2K – – –
CA
522
Continuum Advisory
Idaho
$18.2K +$19.1K +405 New
WAU
523
Wellington-Altus USA
Manitoba, Canada
$18K -$60.4K -1,280 -76%
FMP
524
Financial Management Professionals
Texas
$17.6K -$80.5K -1,705 -81%
BWA
525
Basecamp Wealth Advisors
Washington
$17.6K -$12.7K -269 -41%
19 20
21
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