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Brookfield Asset Management
BAM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
551
Physician Wealth Advisors
Utah
$3.7K – – –
HIA
552
Harbor Investment Advisory
Maryland
$3.7K – – –
JWA
553
JFS Wealth Advisors
Pennsylvania
$3.53K – – –
GSWM
554
Golden State Wealth Management
California
$3.47K +$1.67K +28 +85%
RWM
555
Raffa Wealth Management
District of Columbia
$3.19K +$1.49K +25 +81%
HFS
556
Hantz Financial Services
Michigan
$3K +$2.97K +50 New
VWA
557
VSM Wealth Advisory
Maryland
$2.73K – – –
NSIM
558
North Star Investment Management
Illinois
$2.73K +$476 +8 +20%
JWM
559
JPL Wealth Management
Colorado
$2.56K +$2.68K +45 New
RIL
560
Rothschild Investment LLC
Illinois
$2.56K +$2.44K +41 +1,025%
HFS
561
Hughes Financial Services
Virginia
$2.35K – – –
WWA
562
Wealth Watch Advisors
Colorado
$2.28K +$2.38K +40 New
OPTFSNA
563
Old Point Trust & Financial Services N A
Virginia
$2.11K – – –
BTI
564
Blue Trust Inc
Georgia
$1.59K -$1.31K -22 -44%
EP
565
Essential Partners
California
$1.31K +$1.37K +23 New
BAM
566
Bellevue Asset Management
Washington
$1.31K -$178 -3 -12%
TFA
567
Transamerica Financial Advisors
Florida
$1.08K +$1.13K +19 New
PWAM
568
Private Wealth Asset Management
Iowa
$1.02K – – –
FUBT
569
First United Bank & Trust
Maryland
$968 +$1.01K +17 New
PCM
570
PenderFund Capital Management
British Columbia, Canada
$967 +$1.01K +17 New
ME
571
McIlrath & Eck
Washington
$797 – – –
CIAM
572
Caitong International Asset Management
Hong Kong
$740 -$26.9K -453 -97%
SJIM
573
St. Johns Investment Management
Florida
$740 – – –
CFD
574
Creative Financial Designs
Indiana
$626 – – –
MG
575
Mather Group
Illinois
$626 +$654 +11 New
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