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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
501
Lindbrook Capital
California
$307K +$324 +12 +0.1%
BMCM
502
Bryn Mawr Capital Management
Pennsylvania
$307K – – –
DWT
503
Dorsey & Whitney Trust
South Dakota
$307K -$127K -4,712 -30%
IWA
504
Icon Wealth Advisors
Texas
$301K +$78.5K +2,910 +37%
AFG
505
Atomi Financial Group
New York
$298K +$288K +10,679 New
FWTB
506
First Western Trust Bank
Colorado
$298K – – –
LNC
507
Lincoln National Corp
Pennsylvania
$297K +$7.2K +267 +3%
ACM
508
Advisors Capital Management
New Jersey
$297K +$287K +10,625 New
ANTB
509
AMG National Trust Bank
Colorado
$297K -$2.43K -90 -0.8%
FFM
510
Forum Financial Management
Illinois
$294K +$69.3K +2,571 +32%
HDIM
511
Hanson & Doremus Investment Management
Vermont
$291K – – –
CCG
512
Catalina Capital Group
California
$290K +$281K +10,406 New
HT
513
Headlands Technologies
Illinois
$290K +$280K +10,391 New
WHG
514
Westwood Holdings Group
Texas
$290K – – –
HF
515
HRT Financial
New York
$287K -$134K -4,965 -33%
BSW
516
Buckingham Strategic Wealth
Missouri
$281K +$35.6K +1,322 +15%
GC
517
Guggenheim Capital
Illinois
$281K +$271K +10,061 New
FFG
518
Frisch Financial Group
New York
$280K – – –
NG
519
Norden Group
Utah
$279K +$46.4K +1,722 +21%
CCA
520
Checchi Capital Advisers
California
$277K +$11.7K +432 +5%
PPC
521
Park Place Capital
Alabama
$276K -$130K -4,831 -33%
N
522
Natixis
France
$275K +$265K +9,837 New
NHC
523
Nicholas Hoffman & Company
Georgia
$273K -$1.27K -47 -0.5%
SI
524
Stephens Inc
Arkansas
$271K +$262K +9,725 New
SW
525
SVB Wealth
Massachusetts
$271K -$7.23K -268 -3%
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