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Brookfield Asset Management
BAM

Name Holding Trade Value Shares
Change 		Change in
Stake
ZBNA
501
Zions Bancorporation, National Association
Utah
$38.9K +$2.46K +52 +6%
DJSG
502
D.J. St. Germain
Massachusetts
$38.1K – – –
NA
503
NewEdge Advisors
Louisiana
$38K +$189 +4 +0.5%
KFI
504
Key Financial Inc
Pennsylvania
$37.7K -$27.4K -581 -41%
CSP
505
Cary Street Partners
Virginia
$36.1K -$236 -5 -0.6%
HI
506
Harbour Investments
Wisconsin
$34.3K +$2.6K +55 +8%
RBC
507
Roble Belko & Company
Pennsylvania
$34K – – –
CFM
508
Compass Financial Management
Florida
$31.2K +$28.3K +600 New
BT
509
Banque Transatlantique
France
$26.9K – – –
MHIP
510
Mountain Hill Investment Partners
New Jersey
$26.8K – – –
TC
511
Truvestments Capital
Florida
$26.3K – – –
IA
512
IFP Advisors
Florida
$26.1K -$19.5K -413 -42%
CA
513
CoreCap Advisors
Michigan
$25.5K -$94 -2 -0.4%
TCOV
514
Trust Company of Vermont
Vermont
$25.2K +$26.5K +562 New
CT
515
Clearstead Trust
Maine
$23.5K – – –
FCAS
516
First Command Advisory Services
Texas
$21.9K +$7.65K +162 +50%
SWM
517
SHP Wealth Management
Massachusetts
$20.6K +$2.46K +52 +13%
NICM
518
Neo Ivy Capital Management
New York
$20.4K -$405K -8,569 -95%
HC
519
Hara Capital
Washington
$20.2K – – –
CA
520
Continuum Advisory
Idaho
$18.2K +$19.1K +405 New
FMP
521
Financial Management Professionals
Texas
$17.6K -$80.5K -1,705 -81%
BWA
522
Basecamp Wealth Advisors
Washington
$17.6K -$12.7K -269 -41%
CB
523
Community Bank
New York
$17.1K – – –
SFFS
524
Stonehage Fleming Financial Services
Jersey
$15.6K – – –
GKIM
525
GW&K Investment Management
Massachusetts
$15K +$15.9K +336 New
19 20
21
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