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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
601
Essex Savings Bank
Connecticut
$383K -$1.95K -44 -0.5%
USCWA
602
U.S. Capital Wealth Advisors
Texas
$380K -$59.5K -1,344 -14%
RYIA
603
Roehl & Yi Investment Advisors
Oregon
$377K -$20.6K -465 -5%
WAM
604
Walker Asset Management
Missouri
$373K – – –
CA
605
Clearstead Advisors
Ohio
$369K +$443 +10 +0.1%
IFWM
606
Institute for Wealth Management
Colorado
$366K +$26.4K +596 +8%
GWM
607
Gibbs Wealth Management
Georgia
$364K -$50K -1,128 -12%
FM
608
Family Management
New York
$364K -$299K -6,750 -46%
BTW
609
Boston Trust Walden
Massachusetts
$358K – – –
HPC
610
HM Payson & Co
Maine
$357K – – –
MLL
611
Moody Lynn & Lieberson
Massachusetts
$350K – – –
TI
612
Trexquant Investment
Connecticut
$349K +$338K +7,626 New
PCM
613
Prospera Capital Management
Arizona
$348K – – –
ACGA
614
Atlanta Consulting Group Advisors
Georgia
$347K – – –
PFPT
615
Pinnacle Financial Partners (Tennessee)
Tennessee
$347K -$306K -6,909 -48%
NDSI
616
Newman Dignan & Sheerar Inc
Rhode Island
$345K +$32.3K +728 +11%
AGA
617
Arkos Global Advisors
Texas
$344K +$333K +7,515 New
FSA
618
Financial Security Advisor
Virginia
$342K – – –
CIC
619
Crawford Investment Counsel
Georgia
$339K +$329K +7,421 New
CW
620
CreativeOne Wealth
Kansas
$338K +$48K +1,083 +17%
PCM
621
Permanent Capital Management
Illinois
$337K +$327K +7,379 New
NP
622
NorthRock Partners
Minnesota
$337K +$111K +2,496 +51%
AGP
623
Autumn Glory Partners
Texas
$335K – – –
UCFA
624
United Capital Financial Advisors
Texas
$335K +$20.4K +461 +7%
MCCA
625
Mill Creek Capital Advisors
Pennsylvania
$332K – – –
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