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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
351
Laird Norton Wetherby Wealth Management
California
$1.07M +$3.11K +120 +0.2%
PIA
352
Powell Investment Advisors
Florida
$1.06M – – –
FHB
353
First Hawaiian Bank
Hawaii
$1.05M -$36.9K -1,427 -3%
MCM
354
McKinley Capital Management
Alaska
$1.04M -$2.23K -86 -0.2%
CCP
355
Carmel Capital Partners
California
$1.04M +$62.7K +2,422 +5%
S
356
SimplyRich
California
$1.01M – – –
FT
357
Fiduciary Trust
Massachusetts
$1.01M +$8.44K +326 +0.7%
FIM
358
Freedom Investment Management
Connecticut
$1.01M -$245K -9,455 -17%
GP
359
Greenline Partners
New York
$1M +$92.6K +3,578 +9%
AWM
360
Avior Wealth Management
Nebraska
$1M – – –
PGAM
361
Princeton Global Asset Management
New Jersey
$1M – – –
CT
362
Clearstead Trust
Maine
$978K – – –
SCA
363
Snowden Capital Advisors
New York
$966K +$72.5K +2,802 +7%
BGCP
364
Bristol Gate Capital Partners
Ontario, Canada
$951K – – –
API
365
Advisor Partners II
California
$940K +$1.1M +42,651 New
HFS
366
Hantz Financial Services
Michigan
$935K +$111K +4,277 +11%
SC
367
Searle & Co
Connecticut
$920K – – –
HLOC
368
H.L. Ormond & Company
North Carolina
$896K +$37.2K +1,436 +4%
BCA
369
Bray Capital Advisors
Florida
$892K – – –
HIMC
370
Heritage Investors Management Corp
Maryland
$884K +$10.7K +412 +1%
PM
371
Phraction Management
Connecticut
$862K -$495K -19,124 -33%
EF
372
Empowered Funds
Pennsylvania
$857K -$9.89K -382 -1%
HWM
373
Hemington Wealth Management
Virginia
$854K – – –
ASA
374
Armstrong Shaw Associates
Connecticut
$837K – – –
CAN
375
Cetera Advisor Networks
California
$833K -$36.8K -1,423 -4%
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15
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