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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
501
Meridiem Investment Management
United Kingdom
$188K – – –
S
502
SignatureFD
Georgia
$178K +$105K +4,664 +121%
IWP
503
Icon Wealth Partners
Texas
$169K +$50.9K +2,260 +39%
FFA
504
Farther Finance Advisors
California
$165K -$6.94K -308 -4%
HPC
505
HM Payson & Co
Maine
$163K – – –
BCV
506
Banque Cantonale Vaudoise
Switzerland
$148K +$159K +7,050 New
CA
507
Clearstead Advisors
Ohio
$145K – – –
LSA
508
Leonteq Securities AG
Switzerland
$139K – – –
UB
509
UMB Bank
Missouri
$135K – – –
AA
510
Addison Advisors
Vermont
$131K – – –
CFB
511
Cullen/Frost Bankers
Texas
$131K -$399K -17,708 -74%
GWS
512
Glassman Wealth Services
Virginia
$130K +$11.5K +509 +9%
GIS
513
Grayhawk Investment Strategies
Alberta, Canada
$119K – – –
HI
514
Harbour Investments
Wisconsin
$112K -$2.25K -100 -2%
POIA
515
Pin Oak Investment Advisors
Texas
$111K – – –
TSW
516
Thompson Siegel & Walmsley
Virginia
$106K – – –
JFGIW
517
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$81.6K – – –
GRP
518
Global Retirement Partners
California
$75.7K +$5.07K +225 +6%
BF
519
BOK Financial
Oklahoma
$74K +$12.1K +537 +16%
LFASL
520
Lugano Financial Advisors SA (LFA)
Switzerland
$73.3K – – –
CTA
521
Colonial Trust Advisors
South Carolina
$73.2K -$27.4K -1,215 -26%
PB
522
Pinnacle Bancorp
Nebraska
$73.2K +$26.8K +1,188 +51%
IRAG
523
Investment Research & Advisory Group
Georgia
$70.4K – – –
UCB
524
United Community Bank
South Carolina
$70K +$75.7K +3,360 New
NA
525
NewEdge Advisors
Louisiana
$66.8K +$23 +1 +0%
19 20
21
22 23