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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
476
Schubert & Co
Texas
$650K -$124K -3,355 -18%
NCM
477
Next Capital Management
New York
$649K – – –
DLA
478
Douglas Lane & Associates
New York
$648K – – –
TGAM
479
TBH Global Asset Management
Tennessee
$639K -$64.5K -1,740 -10%
SWP
480
Stratos Wealth Partners
Ohio
$639K +$44.1K +1,191 +8%
BCM
481
Bayesian Capital Management
New York
$637K +$573K +15,450 New
PI
482
PFG Investments
New York
$635K -$6.23K -168 -1%
GPA
483
Garrison Point Advisors
California
$632K – – –
IP
484
Intellectus Partners
California
$624K -$201K -5,435 -26%
MIG
485
Meketa Investment Group
Massachusetts
$623K -$1.8M -48,595 -76%
MC
486
Moors & Cabot
Massachusetts
$623K -$2.08K -56 -0.4%
AWA
487
Arkadios Wealth Advisors
Georgia
$621K +$558K +15,062 New
GT
488
Glenview Trust
Kentucky
$619K – – –
CCM
489
Corsair Capital Management
New York
$619K +$17.2K +465 +3%
FM
490
Family Management
New York
$605K – – –
MMA
491
Miracle Mile Advisors
California
$605K +$5.52K +149 +1%
LFA
492
Legacy Financial Advisors
Kentucky
$600K +$13.3K +359 +3%
MWM
493
Mattern Wealth Management
Kansas
$598K -$27.1K -732 -5%
PFPT
494
Pinnacle Financial Partners (Tennessee)
Tennessee
$597K -$1.41M -37,933 -72%
MCC
495
Malaga Cove Capital
California
$597K -$68.4K -1,845 -11%
AAS
496
Avantax Advisory Services
Texas
$591K +$51.6K +1,392 +11%
FP
497
Financial Perspectives
Minnesota
$587K – – –
GA
498
GoalVest Advisory
New York
$587K – – –
SCM
499
Sterling Capital Management
North Carolina
$580K -$17.3K -468 -3%
WPP
500
Whalerock Point Partners
Rhode Island
$580K +$209K +5,628 +67%
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