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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
WWC
476
Waypoint Wealth Counsel
Georgia
$313K – – –
OIA
477
OneDigital Investment Advisors
Kansas
$311K +$264K +11,643 New
LCWP
478
Legacy Capital Wealth Partners
Arkansas
$308K +$262K +11,528 New
CSI
479
Cross Staff Investments
New York
$308K -$14.7K -648 -5%
TIM
480
Tevis Investment Management
Texas
$302K -$954K -42,045 -79%
LFA
481
Legacy Financial Advisors
Kentucky
$299K +$8.2K +361 +3%
BCWM
482
Bartlett & Co Wealth Management
Ohio
$298K +$9.44K +416 +4%
BC
483
Bartlett & Co
Ohio
$297K +$9.44K +416 +4%
B
484
Bailard
California
$295K -$35.4K -1,561 -12%
BWA
485
Bordeaux Wealth Advisors
California
$294K – – –
BMCM
486
Bryn Mawr Capital Management
Pennsylvania
$294K – – –
FCP
487
Fidelis Capital Partners
Florida
$294K +$12.7K +558 +5%
LC
488
Lindbrook Capital
California
$294K -$17.3K -762 -6%
RDIA
489
RE Dickinson Investment Advisors
Iowa
$293K +$14.6K +645 +6%
WA
490
Waverly Advisors
Alabama
$292K +$248K +10,916 New
USCWA
491
U.S. Capital Wealth Advisors
Texas
$289K -$1.02K -45 -0.4%
BFEC
492
Benjamin F. Edwards & Company
Missouri
$289K +$223K +9,834 +1,048%
FA
493
FDx Advisors
Illinois
$288K -$4.29K -189 -2%
ANTB
494
AMG National Trust Bank
Colorado
$287K -$6.61K -291 -3%
FWTB
495
First Western Trust Bank
Colorado
$285K +$242K +10,662 New
HDIM
496
Hanson & Doremus Investment Management
Vermont
$279K – – –
WHG
497
Westwood Holdings Group
Texas
$278K – – –
LNC
498
Lincoln National Corp
Pennsylvania
$278K +$14.3K +629 +6%
UCFA
499
United Capital Financial Advisors
Texas
$271K -$2M -88,321 -90%
CT
500
Colonial Trust
South Carolina
$269K -$863 -38 -0.4%
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