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Brookfield Asset Management
BAM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
501
Darwin Wealth Management
Florida
$3.74K +$3.31K +79 New
LWA
502
Lowe Wealth Advisors
Maryland
$3.69K +$3.27K +78 New
TFIPS
503
Towarzystwo Funduszy Inwestycyjnych PZU SA
$3.6K – – –
CAM
504
Costello Asset Management
Pennsylvania
$3.59K – – –
FCA
505
FinTrust Capital Advisors
South Carolina
$3.5K – – –
PCMC
506
Planning Capital Management Corporation
Pennsylvania
$3.4K +$3.02K +72 New
TAM
507
Tucker Asset Management
Colorado
$3.26K – – –
GBT
508
Grove Bank & Trust
Florida
$3.17K +$2.81K +67 New
RF
509
Robinswood Financial
Washington
$3.12K – – –
HIA
510
Harbor Investment Advisory
Maryland
$3.08K – – –
SHIM
511
Stone House Investment Management
Pennsylvania
$2.4K – – –
MRCM
512
M&R Capital Management
New Jersey
$2.37K – – –
SAM
513
Smartleaf Asset Management
Massachusetts
$2.31K -$8.46K -202 -80%
VCM
514
Versant Capital Management
Arizona
$2.27K – – –
CWA
515
Carolina Wealth Advisors
South Carolina
$2.22K +$1.97K +47 New
GSEP
516
Golden State Equity Partners
California
$2.22K +$1.97K +47 New
RI
517
Ridgewood Investments
New Jersey
$2.13K -$42 -1 -2%
CPG
518
Cornerstone Planning Group
New Jersey
$2.09K -$419 -10 -20%
NSIM
519
North Star Investment Management
Illinois
$1.89K – – –
OPTFSNA
520
Old Point Trust & Financial Services N A
Virginia
$1.75K – – –
AWM
521
Abound Wealth Management
Tennessee
$1.55K – – –
CAM
522
Creekmur Asset Management
Illinois
$1.37K – – –
JFGIW
523
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.33K +$1.17K +28 New
BAM
524
Bellevue Asset Management
Washington
$1.23K -$126 -3 -10%
FG
525
Fairman Group
Pennsylvania
$1.18K – – –
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