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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
576
Catalyst Financial Partners
Massachusetts
$311K -$1.78K -47 -0.5%
CA
577
Cortland Associates
Missouri
$310K – – –
GAM
578
Gould Asset Management
California
$309K – – –
ANTB
579
AMG National Trust Bank
Colorado
$309K +$6.8K +180 +2%
PFA
580
Pure Financial Advisors
California
$303K +$4.2K +111 +1%
GT
581
Greenleaf Trust
Michigan
$300K -$28.5K -753 -8%
FMII
582
Farmers & Merchants Investments Inc
Nebraska
$296K – – –
GWM
583
Gibbs Wealth Management
Georgia
$295K +$28.9K +765 +10%
SIC
584
SFE Investment Counsel
California
$295K +$319K +8,438 New
WPP
585
Whalerock Point Partners
Rhode Island
$294K – – –
VCA
586
Verdence Capital Advisors
Maryland
$294K +$1.17K +31 +0.4%
GPA
587
Guerra Pan Advisors
New Jersey
$293K – – –
VAF
588
Values Added Financial
District of Columbia
$291K +$59.5K +1,575 +23%
FHA
589
First Horizon Advisors
Tennessee
$288K – – –
DWM
590
Diversify Wealth Management
Utah
$286K -$50K -1,323 -14%
WAM
591
Walker Asset Management
Missouri
$285K – – –
PP
592
PDS Planning
Ohio
$285K +$22.1K +585 +8%
HNB
593
Huntington National Bank
Ohio
$282K +$5.75K +152 +2%
MLL
594
Moody Lynn & Lieberson
Massachusetts
$281K – – –
FFA
595
Farther Finance Advisors
California
$276K +$101K +2,667 +53%
BTW
596
Boston Trust Walden
Massachusetts
$273K – – –
HPC
597
HM Payson & Co
Maine
$273K – – –
BAM
598
Berkshire Asset Management
Pennsylvania
$266K +$262K +6,926 New
ESB
599
Essex Savings Bank
Connecticut
$266K +$5.29K +140 +2%
PCM
600
Prospera Capital Management
Arizona
$266K +$288K +7,611 New
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