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Brookfield Asset Management
BAM

Name Holding Trade Value Shares
Change 		Change in
Stake
UBP
526
Union Bancaire Privee
Switzerland
$25.4K -$480K -9,832 -93%
CA
527
CoreCap Advisors
Michigan
$25.4K +$244 +5 +0.9%
TPCW
528
TD Private Client Wealth
New York
$24.4K -$27.8K -570 -51%
CT
529
Clearstead Trust
Maine
$23.2K -$12.7K -261 -33%
IAAG
530
Innovative Asset Advisors Group
Connecticut
$22.2K +$24.4K +500 New
HC
531
Hara Capital
Washington
$20K – – –
SWM
532
SHP Wealth Management
Massachusetts
$18.1K +$2K +41 +11%
CB
533
Community Bank
New York
$17K – – –
SVCP
534
Silicon Valley Capital Partners
California
$16.9K +$147 +3 +0.8%
OCWP
535
Owl Creek Wealth Partners
Colorado
$15.6K +$17.1K +350 New
SFFS
536
Stonehage Fleming Financial Services
Jersey
$15.5K – – –
IUHSA
537
Itau Unibanco Holding S.A.
Brazil
$15K +$16.5K +338 New
FCAS
538
First Command Advisory Services
Texas
$14.5K +$7.77K +159 +95%
ADL
539
Asset Dedication LLC
California
$13.6K – – –
MHR
540
Matthew Hamilton Rosenberg
$13.6K – – –
CTC
541
Central Trust Company
Missouri
$13.5K +$733 +15 +5%
BIA
542
Bell Investment Advisors
California
$13.1K +$10.9K +223 +314%
LI
543
LRI Investments
Florida
$12.9K +$14.2K +291 New
TWD
544
True Wealth Design
Ohio
$12.8K +$13.8K +282 +4,029%
TFA
545
Transamerica Financial Advisors
Florida
$12.1K -$8.16K -167 -38%
GWM
546
Gilpin Wealth Management
Colorado
$12.1K – – –
PB
547
Pinnacle Bancorp
Nebraska
$11.6K – – –
FC
548
Financial Consulate
Maryland
$11.2K +$12.1K +247 +4,117%
M
549
MOTCO
Texas
$11K – – –
HFS
550
Hantz Financial Services
Michigan
$11K +$11.4K +234 +3,343%
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