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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
526
DFPG Investments
Utah
$233K -$32.8K -1,446 -14%
FHA
527
Flagship Harbor Advisors
Massachusetts
$229K +$194K +8,561 New
NCM
528
Northside Capital Management
Oregon
$229K +$194K +8,546 New
GFS
529
GYL Financial Synergies
Connecticut
$228K +$193K +8,519 New
NG
530
Norden Group
Utah
$222K -$38.8K -1,708 -17%
VCA
531
Verdence Capital Advisors
Maryland
$221K +$188K +8,271 New
WAM
532
Walker Asset Management
Missouri
$218K +$185K +8,153 New
CAM
533
Cubic Asset Management
Massachusetts
$217K +$184K +8,100 New
FFN
534
Focus Financial Network
Minnesota
$216K -$77.3K -3,405 -30%
LIC
535
Laurus Investment Counsel
Canada
$215K +$138K +6,075 New
JIC
536
Joel Isaacson & Co
New York
$214K +$182K +8,013 New
CFP
537
Catalyst Financial Partners
Massachusetts
$214K +$182K +7,998 New
FFM
538
Forum Financial Management
Illinois
$213K +$181K +7,965 New
IB
539
Intrust Bank
Kansas
$213K +$180K +7,950 New
OWA
540
Opal Wealth Advisors
New York
$212K +$180K +7,923 New
CFA
541
CWS Financial Advisors
Michigan
$211K +$179K +7,878 New
IWA
542
Icon Wealth Advisors
Texas
$211K +$179K +7,872 New
HPC
543
HM Payson & Co
Maine
$209K – – –
PFS
544
Prospera Financial Services
Texas
$208K +$176K +7,761 New
FFA
545
Farther Finance Advisors
California
$205K -$5.81K -256 -3%
MCM
546
MAI Capital Management
Ohio
$203K +$172K +7,589 New
TCOO
547
Trust Company of Oklahoma
Oklahoma
$203K +$172K +7,575 New
ESB
548
Essex Savings Bank
Connecticut
$201K +$171K +7,521 New
FSA
549
Financial Security Advisor
Virginia
$201K +$170K +7,503 New
RCAG
550
Rehmann Capital Advisory Group
Michigan
$201K +$170K +7,497 New
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