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Brookfield Asset Management
BAM

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
501
D.J. St. Germain
Massachusetts
$30.5K – – –
FFA
502
Farther Finance Advisors
California
$27K +$10.3K +173 +57%
HC
503
Hara Capital
Washington
$25.7K – – –
SWM
504
Spire Wealth Management
Virginia
$23.4K – – –
AAG
505
Armstrong Advisory Group
Massachusetts
$23.3K – – –
CB
506
Community Bank
New York
$21.7K – – –
SFFS
507
Stonehage Fleming Financial Services
Jersey
$19.8K – – –
PWMG
508
Prestige Wealth Management Group
New Jersey
$18.8K – – –
ADL
509
Asset Dedication LLC
California
$17.4K – – –
MHR
510
Matthew Hamilton Rosenberg
$17.4K – – –
CTC
511
Central Trust Company
Missouri
$16.9K +$892 +15 +5%
SHIM
512
Stone House Investment Management
Pennsylvania
$16.2K – – –
RFP
513
Root Financial Partners
California
$15.7K +$16.4K +276 New
MCM
514
Manchester Capital Management
Vermont
$15.3K -$15K -253 -49%
PB
515
Pinnacle Bancorp
Nebraska
$14.9K – – –
M
516
MOTCO
Texas
$14.1K – – –
PC
517
Promus Capital
Illinois
$13.5K – – –
FFO
518
Fortitude Family Office
Arizona
$11.8K – – –
FWM
519
FSA Wealth Management
Massachusetts
$11.2K – – –
LWMI
520
Legacy Wealth Management (Idaho)
Idaho
$10.8K – – –
KPP
521
Kings Path Partners
Texas
$10.7K – – –
CAM
522
Costello Asset Management
Pennsylvania
$10K – – –
BCM
523
Boreal Capital Management
Florida
$9.96K – – –
FCAS
524
First Command Advisory Services
Texas
$9.57K +$9.99K +168 New
DAM
525
Delta Asset Management
Tennessee
$8.83K – – –
19 20
21
22 23