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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
ANTB
476
AMG National Trust Bank
Colorado
$229K +$37.6K +1,669 +18%
BMCM
477
Bryn Mawr Capital Management
Pennsylvania
$229K – – –
BS
478
Bessemer Securities
New York
$229K -$69.6K -3,090 -22%
FA
479
FDx Advisors
Illinois
$229K +$247K +10,967 New
DI
480
DFPG Investments
Utah
$227K -$325K -14,433 -58%
USCWA
481
U.S. Capital Wealth Advisors
Texas
$227K – – –
LFA
482
Legacy Financial Advisors
Kentucky
$225K +$244K +10,811 New
BCWM
483
Bartlett & Co Wealth Management
Ohio
$222K – – –
BC
484
Bartlett & Co
Ohio
$222K – – –
FCP
485
Fidelis Capital Partners
Florida
$218K -$11.2K -498 -5%
BSW
486
Buckingham Strategic Wealth
Missouri
$217K +$24.8K +1,101 +12%
HDIM
487
Hanson & Doremus Investment Management
Vermont
$217K – – –
WHG
488
Westwood Holdings Group
Texas
$216K – – –
SWP
489
Stratos Wealth Partners
Ohio
$215K +$233K +10,331 New
RDIA
490
RE Dickinson Investment Advisors
Iowa
$215K – – –
MWA
491
Monograph Wealth Advisors
California
$211K +$228K +10,125 New
CT
492
Colonial Trust
South Carolina
$211K +$9.3K +413 +4%
CSPIA
493
Cary Street Partners Investment Advisory
Virginia
$210K -$79.7K -3,540 -26%
GAM
494
Griffin Asset Management
New York
$209K +$270 +12 +0.1%
LAS
495
Lloyd Advisory Services
Georgia
$208K +$225K +9,996 New
NG
496
Norden Group
Utah
$208K +$225K +9,996 New
LCS
497
Levin Capital Strategies
New York
$208K – – –
NHC
498
Nicholas Hoffman & Company
Georgia
$205K +$7K +311 +3%
LNC
499
Lincoln National Corp
Pennsylvania
$204K -$4.05K -180 -2%
CCA
500
Checchi Capital Advisers
California
$202K – – –
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