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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
576
Heartwood Wealth Advisors
Virginia
$420K – – –
WWC
577
Waypoint Wealth Counsel
Georgia
$419K – – –
GT
578
Greenleaf Trust
Michigan
$416K +$13.9K +313 +4%
BMCM
579
Bryn Mawr Capital Management
Pennsylvania
$412K -$88.6K -1,999 -18%
BCWM
580
Bartlett & Co Wealth Management
Ohio
$410K – – –
CFP
581
Catalyst Financial Partners
Massachusetts
$407K – – –
KCM
582
Kathmere Capital Management
Pennsylvania
$407K +$21.8K +492 +6%
ANTB
583
AMG National Trust Bank
Colorado
$406K +$399 +9 +0.1%
CA
584
Cortland Associates
Missouri
$405K – – –
CSP
585
Cary Street Partners
Virginia
$398K +$150K +3,377 +63%
TAFW
586
Tred Avon Family Wealth
Maryland
$397K +$385K +8,685 New
VCA
587
Verdence Capital Advisors
Maryland
$397K +$188K +4,242 +50%
CT
588
Colonial Trust
South Carolina
$396K -$35.5K -801 -8%
WA
589
Westfuller Advisors
New York
$395K +$383K +8,643 New
TPCW
590
TD Private Client Wealth
New York
$394K +$358K +8,072 +1,487%
PFA
591
Pure Financial Advisors
California
$394K – – –
FFA
592
Farther Finance Advisors
California
$392K +$3.94K +89 +1%
DWP
593
Daymark Wealth Partners
Ohio
$391K +$379K +8,550 New
SW
594
Simplicity Wealth
New Jersey
$391K +$379K +8,547 New
GAM
595
Gould Asset Management
California
$390K – – –
CFO
596
Callan Family Office
Pennsylvania
$389K -$779K -17,579 -67%
FMII
597
Farmers & Merchants Investments Inc
Nebraska
$387K – – –
SWP
598
Sagespring Wealth Partners
Tennessee
$387K +$5.41K +122 +1%
GAM
599
Griffin Asset Management
New York
$384K +$222 +5 +0.1%
GPA
600
Guerra Pan Advisors
New Jersey
$383K – – –
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