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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
COFSG
576
Carbahal Olsen Financial Services Group
California
$487K – – –
RWS
577
Rochester Wealth Strategies
Michigan
$486K – – –
EI
578
EFG International
$483K – – –
BEC
579
Blue Edge Capital
Virginia
$479K +$503K +11,250 New
VA
580
Vident Advisory
Georgia
$475K -$33.6K -752 -6%
MIF
581
Mediolanum International Funds
Ireland
$474K +$111K +2,486 +28%
DWM
582
Diversify Wealth Management
Utah
$472K +$13.6K +304 +3%
DAS
583
Diversify Advisory Services
Utah
$472K +$502K +11,225 New
JWCA
584
J.W. Cole Advisors
Florida
$471K +$268 +6 +0.1%
LPT
585
Legacy Private Trust
Wisconsin
$470K – – –
EWA
586
EP Wealth Advisors
California
$470K +$102K +2,284 +26%
IWM
587
IHT Wealth Management
Illinois
$469K +$67.9K +1,518 +16%
ASA
588
Axxion S.A.
Luxembourg
$469K +$493K +11,020 New
WFA
589
Wellspring Financial Advisors
Ohio
$469K -$150K -3,361 -23%
CSI
590
Cross Staff Investments
New York
$466K – – –
WSCM
591
Wellington Shields Capital Management
New York
$465K – – –
BWP
592
Burling Wealth Partners
Illinois
$461K -$11.6K -259 -2%
TF
593
Tenon Financial
New Jersey
$460K – – –
S
594
Storgate
Texas
$450K +$472K +10,555 New
GI
595
GAMMA Investing
California
$447K +$103K +2,298 +28%
TCOO
596
Trust Company of Oklahoma
Oklahoma
$447K – – –
HDIM
597
Hanson & Doremus Investment Management
Vermont
$444K – – –
WHG
598
Westwood Holdings Group
Texas
$442K – – –
UB
599
UMB Bank
Missouri
$442K +$77.6K +1,736 +20%
MF
600
Magnetar Financial
Illinois
$430K +$452K +10,105 New
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