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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
401
Clearstead Advisors
Ohio
$787K +$49.9K +1,577 +7%
RWM
402
Ritholtz Wealth Management
New York
$786K +$100K +3,175 +15%
GWM
403
Geneos Wealth Management
Colorado
$783K -$54.6K -1,726 -7%
EWM
404
Empirical Wealth Management
Washington
$779K – – –
RJT
405
Raymond James Trust
Florida
$775K +$14.5K +458 +2%
CIC
406
Crawford Investment Counsel
Georgia
$774K – – –
DLA
407
Douglas Lane & Associates
New York
$771K – – –
HFS
408
Hantz Financial Services
Michigan
$770K +$310K +9,788 +71%
MC
409
Moors & Cabot
Massachusetts
$768K +$90.5K +2,861 +14%
LIM
410
Lagoda Investment Management
New York
$761K +$93.9K +2,968 +15%
AC
411
Avenir Corporation
Virginia
$755K – – –
EF
412
Empowered Funds
Pennsylvania
$753K +$732K +23,127 New
RCA
413
Resonant Capital Advisors
Wisconsin
$734K -$120K -3,804 -14%
ACP
414
Arcus Capital Partners
Georgia
$734K +$255K +8,069 +56%
E
415
Ergoteles
New York
$724K +$704K +22,246 New
FWP
416
Firethorn Wealth Partners
Georgia
$709K +$689K +21,789 New
SIA
417
Schechter Investment Advisors
Michigan
$706K +$687K +21,706 New
ACM
418
Ashford Capital Management
Delaware
$706K +$687K +21,709 New
CFB
419
Cullen/Frost Bankers
Texas
$696K – – –
KPCM
420
Kings Point Capital Management
New York
$692K -$58K -1,832 -8%
PAG
421
Private Advisor Group
New Jersey
$687K -$97.1K -3,071 -13%
CAM
422
Claret Asset Management
Quebec, Canada
$680K +$5.28K +167 +0.8%
CAG
423
Crestwood Advisors Group
Massachusetts
$678K +$659K +20,828 New
HC
424
Henshaw Capital
Massachusetts
$676K – – –
IWC
425
Integrated Wealth Concepts
Massachusetts
$661K -$30.5K -965 -5%
15 16
17
18 19