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Brookfield Renewable
BEPC

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
351
Pacifica Partners
Canada
$18K +$19.4K +500 New
MSG
352
Main Street Group
Virginia
$15.9K – – –
NB
353
NBT Bank
New York
$14.8K -$3.33K -86 -18%
PWPS
354
Pinnacle Wealth Planning Services
Ohio
$14.1K +$2.17K +56 +17%
MG
355
Mather Group
Illinois
$13.8K +$2.52K +65 +21%
FFA
356
Frazier Financial Advisors
Ohio
$13.4K – – –
ZBNA
357
Zions Bancorporation, National Association
Utah
$13K -$3.48K -90 -20%
DF
358
Dunhill Financial
United Kingdom
$13K – – –
ADL
359
Asset Dedication LLC
California
$12.2K – – –
NL
360
NorthAvenue LLC
Ohio
$12.2K – – –
AT
361
Avalon Trust
New Mexico
$11.1K – – –
CFSG
362
Community Financial Services Group
Vermont
$11.1K +$11.7K +302 New
VCM
363
Versant Capital Management
Arizona
$10.9K -$1.74K -45 -13%
FCAS
364
First Command Advisory Services
Texas
$10.9K +$5.54K +143 +95%
CA
365
Continuum Advisory
Idaho
$9.5K +$9.91K +256 New
MWA
366
Medallion Wealth Advisors
Connecticut
$8.35K – – –
C
367
Covestor
United Kingdom
$8K +$852 +22 +11%
PUI
368
Purpose Unlimited Inc
$7.83K +$8.44K +218 New
IUHSA
369
Itau Unibanco Holding S.A.
Brazil
$7.61K +$2.25K +58 +39%
ETS
370
ESL Trust Services
New York
$7.42K – – –
VWA
371
VSM Wealth Advisory
Maryland
$7.42K +$7.74K +200 New
GKIM
372
GW&K Investment Management
Massachusetts
$7K +$7.59K +196 New
WSFS
373
Wilmington Savings Fund Society
Delaware
$6.24K – – –
CI
374
CX Institutional
Indiana
$6K -$6.12K -158 -49%
B
375
Bayban
Minnesota
$5.57K – – –
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15
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