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Brookfield Asset Management
BAM

Name Holding Trade Value Shares
Change 		Change in
Stake
ZBNA
526
Zions Bancorporation, National Association
Utah
$25.6K +$18.5K +345 +241%
HC
527
Hara Capital
Washington
$23.6K – – –
RFP
528
Root Financial Partners
California
$23.6K +$9.41K +175 +63%
TFA
529
Transamerica Financial Advisors
Florida
$23K +$22.6K +420 +2,211%
AAG
530
Armstrong Advisory Group
Massachusetts
$21.5K – – –
MCM
531
Manchester Capital Management
Vermont
$21K +$7.15K +133 +50%
CB
532
Community Bank
New York
$20K – – –
SVCP
533
Silicon Valley Capital Partners
California
$19.7K +$20.3K +377 New
SWM
534
SHP Wealth Management
Massachusetts
$19.2K +$19.7K +366 New
SFFS
535
Stonehage Fleming Financial Services
Jersey
$18.2K – – –
PWMG
536
Prestige Wealth Management Group
New Jersey
$17.3K – – –
ADL
537
Asset Dedication LLC
California
$16K – – –
MHR
538
Matthew Hamilton Rosenberg
$16K – – –
JFGIW
539
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.9K -$161K -2,998 -91%
CTC
540
Central Trust Company
Missouri
$15.1K -$430 -8 -3%
CRI
541
Commonwealth Retirement Investments
Virginia
$14.4K +$14.7K +274 New
GWM
542
Gilpin Wealth Management
Colorado
$14.3K +$14.6K +272 New
PB
543
Pinnacle Bancorp
Nebraska
$13.7K – – –
M
544
MOTCO
Texas
$13K – – –
WA
545
WPG Advisers
Maryland
$11.8K +$12.2K +226 New
CIAM
546
Caitong International Asset Management
Hong Kong
$11.2K +$10.8K +200 +1,538%
FFO
547
Fortitude Family Office
Arizona
$10.8K – – –
GWS
548
Greykasell Wealth Strategies
California
$10.8K +$3.12K +58 +39%
CHC
549
City Holding Co
West Virginia
$10.5K +$10.8K +200 New
LWMI
550
Legacy Wealth Management (Idaho)
Idaho
$9.96K – – –
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