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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
501
Callan Capital
California
$418K -$23.5K -744 -6%
GC
502
Grimes & Company
Massachusetts
$409K +$365K +11,553 New
UB
503
UMB Bank
Missouri
$400K +$78.3K +2,481 +28%
MCWA
504
Meadow Creek Wealth Advisors
Georgia
$399K -$17.2K -546 -5%
SCM
505
SKBA Capital Management
California
$398K -$14.2K -450 -4%
FFG
506
Frisch Financial Group
New York
$396K +$36.2K +1,147 +11%
LC
507
Lindbrook Capital
California
$396K +$3.66K +116 +1%
CSI
508
Cross Staff Investments
New York
$394K – – –
IAS
509
Insigneo Advisory Services
Florida
$393K – – –
FPAS
510
Focus Partners Advisor Solutions
Missouri
$391K +$17.2K +546 +5%
BMCM
511
Bryn Mawr Capital Management
Pennsylvania
$390K – – –
TCOO
512
Trust Company of Oklahoma
Oklahoma
$385K +$53.7K +1,703 +19%
ACM
513
Advisors Capital Management
New Jersey
$384K – – –
B
514
Bailard
California
$384K – – –
DWM
515
Diversify Wealth Management
Utah
$381K -$31.7K -1,004 -9%
BFS
516
Bradley Foster & Sargent
Connecticut
$381K +$339K +10,748 New
CCA
517
Checchi Capital Advisers
California
$378K +$1.93K +61 +0.6%
NL
518
NWAM LLC
Washington
$370K +$329K +10,431 New
HDIM
519
Hanson & Doremus Investment Management
Vermont
$369K – – –
AC
520
ASB Consultores
Florida
$369K -$17.3K -547 -5%
WHG
521
Westwood Holdings Group
Texas
$368K – – –
CCG
522
Catalina Capital Group
California
$365K – – –
NHC
523
Nicholas Hoffman & Company
Georgia
$359K -$1.1K -35 -0.3%
SI
524
Stephens Inc
Arkansas
$359K -$1.14K -36 -0.4%
DWT
525
Dorsey & Whitney Trust
South Dakota
$358K +$3.16K +100 +1%
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