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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
526
Iconiq Capital
California
$475K -$92.7K -2,502 -18%
VFA
527
Voya Financial Advisors
Connecticut
$474K -$18.4K -496 -4%
FCP
528
Fidelis Capital Partners
Florida
$472K -$20.3K -547 -5%
COFSG
529
Carbahal Olsen Financial Services Group
California
$472K – – –
AWAU
530
Alliance Wealth Advisors (Utah)
Utah
$471K +$19.3K +522 +5%
HP
531
Hikari Power
Japan
$464K -$139K -3,750 -25%
IB
532
Intrust Bank
Kansas
$461K +$68.9K +1,860 +20%
ACM
533
Advisors Capital Management
New Jersey
$460K +$12.8K +345 +3%
JWCA
534
J.W. Cole Advisors
Florida
$459K +$28.6K +772 +7%
BWA
535
Bordeaux Wealth Advisors
California
$455K – – –
LPT
536
Legacy Private Trust
Wisconsin
$455K – – –
CCA
537
Checchi Capital Advisers
California
$454K -$1.89K -51 -0.5%
BMCM
538
Bryn Mawr Capital Management
Pennsylvania
$454K – – –
CSI
539
Cross Staff Investments
New York
$451K – – –
WSCM
540
Wellington Shields Capital Management
New York
$449K – – –
TCOO
541
Trust Company of Oklahoma
Oklahoma
$447K – – –
XT
542
XTX Topco
Cayman Islands
$434K -$2.65M -71,567 -87%
NL
543
NWAM LLC
Washington
$433K +$15.5K +417 +4%
FFG
544
Frisch Financial Group
New York
$432K -$26.1K -705 -6%
IWM
545
IHT Wealth Management
Illinois
$430K -$33K -891 -8%
HDIM
546
Hanson & Doremus Investment Management
Vermont
$430K – – –
WHG
547
Westwood Holdings Group
Texas
$430K +$1.59K +43 +0.4%
SI
548
Stephens Inc
Arkansas
$425K +$37.6K +1,015 +11%
WFI
549
West Family Investments
California
$425K +$158K +4,271 +71%
NHC
550
Nicholas Hoffman & Company
Georgia
$424K +$20.2K +544 +6%
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