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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
526
Griffin Asset Management
New York
$266K -$13.1K -487 -5%
AGP
527
Autumn Glory Partners
Texas
$264K – – –
CCWM
528
Cassaday & Co Wealth Management
Virginia
$260K – – –
G
529
GenTrust
Florida
$259K – – –
HWA
530
Heartwood Wealth Advisors
Virginia
$256K – – –
FW
531
FirstPurpose Wealth
Utah
$256K -$143K -5,301 -35%
WWC
532
Waypoint Wealth Counsel
Georgia
$256K -$68.4K -2,538 -22%
TCOO
533
Trust Company of Oklahoma
Oklahoma
$255K +$42.5K +1,575 +21%
CT
534
Colonial Trust
South Carolina
$254K -$26.6K -988 -10%
AWM
535
Axxcess Wealth Management
California
$252K -$8.22K -305 -3%
VFP
536
Verus Financial Partners
Virginia
$252K – – –
SCM
537
Shelton Capital Management
Colorado
$251K – – –
MIM
538
Meridiem Investment Management
United Kingdom
$251K – – –
BL
539
BFSG LLC
California
$250K – – –
CA
540
Cortland Associates
Missouri
$248K -$2.02K -75 -0.8%
GAM
541
Gould Asset Management
California
$247K +$1.7K +63 +0.7%
IB
542
Intrust Bank
Kansas
$245K +$22.5K +836 +11%
FHA
543
Flagship Harbor Advisors
Massachusetts
$239K +$351 +13 +0.2%
PFA
544
Pure Financial Advisors
California
$239K -$27.3K -1,014 -11%
GFS
545
GYL Financial Synergies
Connecticut
$238K +$485 +18 +0.2%
CP
546
Cumberland Partners
Ontario, Canada
$235K +$227K +8,400 New
CFP
547
Catalyst Financial Partners
Massachusetts
$233K +$25.8K +956 +12%
VCA
548
Verdence Capital Advisors
Maryland
$231K – – –
UB
549
UMB Bank
Missouri
$231K +$47.7K +1,768 +27%
LIC
550
Laurus Investment Counsel
Canada
$230K – – –
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