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Brookfield Asset Management
BAM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
551
Fortitude Family Office
Arizona
$9.2K – – –
GWS
552
Greykasell Wealth Strategies
California
$9.18K – – –
LWMI
553
Legacy Wealth Management (Idaho)
Idaho
$8.45K – – –
WA
554
WPG Advisers
Maryland
$8.31K -$1.91K -39 -17%
CAM
555
Costello Asset Management
Pennsylvania
$7.82K – – –
SIS
556
Sound Income Strategies
Florida
$7.8K +$8.3K +170 +2,429%
BCM
557
Boreal Capital Management
Florida
$7.78K – – –
KAS
558
Kemnay Advisory Services
New York
$7.07K +$98 +2 +1%
CFO
559
CVA Family Office
Colorado
$7.07K +$1.32K +27 +20%
BIAS
560
Beacon Investment Advisory Services
New Jersey
$6.98K +$7.67K +157 New
DAM
561
Delta Asset Management
Tennessee
$6.89K – – –
CFM
562
Cornerstone Financial Management
Massachusetts
$6.8K +$2.78K +57 +59%
RFS
563
Richardson Financial Services
Massachusetts
$6.67K – – –
FHC
564
First Horizon Corporation
Tennessee
$6.49K – – –
NECFA
565
New England Capital Financial Advisors
Connecticut
$6.03K +$98 +2 +1%
JFA
566
JNBA Financial Advisors
Minnesota
$5.74K – – –
PWMG
567
Private Wealth Management Group
New Jersey
$5.38K +$5.91K +121 New
CPG
568
Cornerstone Planning Group
New Jersey
$4.7K -$879 -18 -16%
AFC
569
Ares Financial Consulting
California
$4.63K +$5.13K +105 New
TCM
570
Triumph Capital Management
Colorado
$4.45K +$4.54K +93 +1,329%
FWA
571
Flagship Wealth Advisors
Massachusetts
$4.42K – – –
NFSG
572
Newbridge Financial Services Group
Florida
$4K – – –
TPWA
573
Twin Peaks Wealth Advisors
California
$3.96K +$4.35K +89 New
FGA
574
Fortis Group Advisors
New Jersey
$3.73K – – –
BW
575
Bravera Wealth
North Dakota
$3.6K -$879 -18 -18%
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