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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
551
Integrity Alliance
Iowa
$484K -$10.8K -243 -2%
VA
552
Vident Advisory
Georgia
$482K -$45.9K -1,035 -8%
FA
553
Fortis Advisors
Pennsylvania
$480K – – –
DWM
554
Diversify Wealth Management
Utah
$471K +$225K +5,071 +87%
MFG
555
Merit Financial Group
Georgia
$466K +$197K +4,451 +63%
CPBTD
556
Central Pacific Bank - Trust Division
Hawaii
$465K +$133K +3,000 +35%
GCM
557
Genus Capital Management
British Columbia, Canada
$465K +$99.6K +2,247 +24%
COFSG
558
Carbahal Olsen Financial Services Group
California
$463K – – –
RWS
559
Rochester Wealth Strategies
Michigan
$461K – – –
EI
560
EFG International
$458K – – –
IB
561
Intrust Bank
Kansas
$457K -$1.15K -26 -0.2%
MWM
562
Modern Wealth Management
Kansas
$456K -$27.6K -623 -5%
ACM
563
Advisors Capital Management
New Jersey
$450K -$1.33K -30 -0.3%
BWP
564
Burling Wealth Partners
Illinois
$448K -$15.1K -340 -3%
SRL
565
Scientech Research LLC
New Jersey
$448K +$111K +2,497 +29%
JWCA
566
J.W. Cole Advisors
Florida
$447K +$177 +4 +0%
LPT
567
Legacy Private Trust
Wisconsin
$447K – – –
CP
568
CenterBook Partners
Connecticut
$445K -$78K -1,759 -14%
CSI
569
Cross Staff Investments
New York
$443K – – –
WSCM
570
Wellington Shields Capital Management
New York
$441K – – –
FVWA
571
Foster Victor Wealth Advisors
South Carolina
$439K +$46.8K +1,056 +12%
TF
572
Tenon Financial
New Jersey
$438K – – –
AMPWP
573
Alvarez & Marsal Private Wealth Partners
Florida
$434K +$475K +10,723 New
PFS
574
Prospera Financial Services
Texas
$434K -$44.9K -1,013 -9%
GT
575
Greenleaf Trust
Michigan
$431K +$69.6K +1,570 +17%
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