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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
476
Allworth Financial
California
$828K -$8.11K -183 -0.9%
SC
477
Syon Capital
California
$807K -$57K -1,285 -6%
NW
478
NewEdge Wealth
Pennsylvania
$803K -$193K -4,360 -18%
CWG
479
C WorldWide Group
Denmark
$790K – – –
MGWM
480
Marks Group Wealth Management
Minnesota
$785K – – –
LC
481
Lincoln Capital
Nebraska
$777K -$32.3K -729 -4%
FFA
482
Farther Finance Advisors
California
$766K +$111K +2,505 +15%
OCA
483
OpenArc Corporate Advisory
Georgia
$761K +$115K +2,604 +16%
DWAM
484
Duncan Williams Asset Management
Tennessee
$746K -$74.8K -1,687 -8%
LAM
485
Lakewood Asset Management
Illinois
$743K – – –
LWCFA
486
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$739K – – –
AWA
487
Arkadios Wealth Advisors
Georgia
$737K +$105K +2,368 +15%
AT
488
Avalon Trust
New Mexico
$728K -$133K -3,000 -14%
OCM
489
One Capital Management
California
$721K +$83K +1,873 +12%
SAM
490
Stansberry Asset Management
Texas
$715K – – –
YCM
491
Yousif Capital Management
Michigan
$713K – – –
CA
492
Clearstead Advisors
Ohio
$710K +$314K +7,081 +68%
USCWA
493
U.S. Capital Wealth Advisors
Texas
$699K +$182K +4,099 +31%
FC
494
FORA Capital
Florida
$692K +$757K +17,089 New
TCM
495
Tuttle Capital Management
Connecticut
$681K – – –
WPP
496
Whalerock Point Partners
Rhode Island
$669K +$188K +4,247 +35%
AIM
497
Aigen Investment Management
New York
$667K +$481K +10,849 +332%
SCM
498
SKBA Capital Management
California
$666K -$16.6K -374 -2%
BIG
499
Brooklyn Investment Group
New York
$666K +$127K +2,861 +21%
FPF
500
First Pacific Financial
Washington
$665K -$22.9K -517 -3%
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