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Brookfield
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Name Holding Trade Value Shares
Change 		Change in
Stake
FCP
476
Fidelis Capital Partners
Florida
$354K -$29.2K -1,050 -8%
FWP
477
Firethorn Wealth Partners
Georgia
$353K +$14.2K +508 +4%
QI
478
Qtron Investments
Massachusetts
$353K – – –
4WM
479
4J Wealth Management
Virginia
$347K -$7.16K -257 -2%
CC
480
Callan Capital
California
$347K +$135K +4,860 +63%
KIA
481
Kraematon Investment Advisors
Massachusetts
$345K +$111 +4 +0%
FA
482
Fortis Advisors
Pennsylvania
$343K – – –
RDIA
483
RE Dickinson Investment Advisors
Iowa
$339K – – –
DWM
484
Diversify Wealth Management
Utah
$338K +$322K +11,576 New
IAS
485
Insigneo Advisory Services
Florida
$336K – – –
OFG
486
Oxford Financial Group
Indiana
$331K +$333K +11,939 New
LCWP
487
Legacy Capital Wealth Partners
Arkansas
$330K +$332K +11,933 New
MCWA
488
Meadow Creek Wealth Advisors
Georgia
$327K -$34.5K -1,238 -9%
AAS
489
Avantax Advisory Services
Texas
$324K +$326K +11,688 New
SCM
490
SKBA Capital Management
California
$323K -$12.6K -452 -4%
CSI
491
Cross Staff Investments
New York
$308K – – –
LIM
492
Leavell Investment Management
Alabama
$308K +$310K +11,133 New
LC
493
Lindbrook Capital
California
$306K +$1.28K +46 +0.4%
BWA
494
Bordeaux Wealth Advisors
California
$305K -$84 -3 -0%
BMCM
495
Bryn Mawr Capital Management
Pennsylvania
$305K – – –
PCM
496
Permanent Capital Management
Illinois
$304K +$206K +7,379 New
AC
497
ASB Consultores
Florida
$303K -$304K -10,908 -50%
ACM
498
Advisors Capital Management
New Jersey
$300K +$5.96K +214 +2%
B
499
Bailard
California
$300K -$5.68K -204 -2%
CCA
500
Checchi Capital Advisers
California
$294K +$18.7K +671 +7%
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