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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
326
Evercore Wealth Management
New York
$280K +$267K +17,593 New
LWAC
327
Laurel Wealth Advisors (California)
California
$275K -$13.5K -888 -5%
PFS
328
Prospera Financial Services
Texas
$274K – – –
BMCM
329
Bryn Mawr Capital Management
Pennsylvania
$265K -$10.7K -701 -4%
FAAS
330
First Allied Advisory Services
California
$260K – – –
VNB
331
Virginia National Bank
Virginia
$258K +$246K +16,208 New
LC
332
Lourd Capital
California
$252K +$241K +15,855 New
SCM
333
SKBA Capital Management
California
$250K -$17K -1,121 -7%
SB
334
Simmons Bank
Arkansas
$250K +$240K +15,765 New
AMCA
335
Arthur M. Cohen & Associates
Illinois
$248K – – –
UR
336
USCA RIA
Texas
$242K +$1.44K +95 +0.6%
FMT
337
First Mercantile Trust
Tennessee
$241K +$29.8K +1,962 +15%
FHA
338
First Horizon Advisors
Tennessee
$235K +$608 +40 +0.3%
CG
339
Colony Group
Massachusetts
$235K +$11.4K +752 +5%
WAM
340
Wealthspire Advisors (Maryland)
Maryland
$232K +$1.09K +72 +0.5%
HPC
341
HM Payson & Co
Maine
$230K – – –
CA
342
Cortland Associates
Missouri
$225K – – –
SFM
343
Signature Financial Management
Virginia
$224K – – –
GAM
344
Gould Asset Management
California
$223K -$6.69K -440 -3%
KJHP
345
K.J. Harrison & Partners
Ontario, Canada
$223K +$213K +14,030 New
SMFS
346
Squar Milner Financial Services
California
$217K +$23.6K +1,555 +13%
CT
347
Clearstead Trust
Maine
$217K +$207K +13,641 New
IA
348
IFP Advisors
Florida
$211K -$50.9K -3,349 -20%
NFG
349
Next Financial Group
Texas
$204K +$196K +12,870 New
FNBT
350
FineMark National Bank & Trust
Florida
$202K -$17K -1,121 -8%
12 13
14
15 16