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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
601
Legacy Advisors
Pennsylvania
$413K +$208K +4,560 +103%
BCWM
602
Bartlett & Co Wealth Management
Ohio
$411K -$91 -2 -0%
CFP
603
Catalyst Financial Partners
Massachusetts
$409K -$137 -3 -0%
FVWA
604
Foster Victor Wealth Advisors
South Carolina
$406K +$72.2K +1,583 +23%
CA
605
Cortland Associates
Missouri
$406K -$91 -2 -0%
CSP
606
Cary Street Partners
Virginia
$403K +$4.1K +90 +1%
ANTB
607
AMG National Trust Bank
Colorado
$402K -$4.88K -107 -1%
PFA
608
Pure Financial Advisors
California
$401K +$5.61K +123 +1%
CAM
609
Cidel Asset Management
Ontario, Canada
$400K -$36.3K -797 -8%
EI
610
Ethic Inc
New York
$399K -$77.8K -1,706 -16%
TAFW
611
Tred Avon Family Wealth
Maryland
$399K – – –
LGF
612
LGT Group Foundation
Liechtenstein
$398K +$393K +8,612 New
BEI
613
Benjamin Edwards Inc
Missouri
$397K +$179K +3,931 +83%
WA
614
Westfuller Advisors
New York
$397K -$91 -2 -0%
VSQM
615
V-Square Quantitative Management
Illinois
$397K +$394K +8,641 New
SRL
616
Scientech Research LLC
New Jersey
$393K -$156K -3,416 -29%
GAM
617
Gould Asset Management
California
$391K -$638 -14 -0.2%
CPBTD
618
Central Pacific Bank - Trust Division
Hawaii
$390K +$388K +8,500 New
VCA
619
Verdence Capital Advisors
Maryland
$389K -$194K -4,260 -33%
FMII
620
Farmers & Merchants Investments Inc
Nebraska
$388K – – –
FCP
621
Fidelis Capital Partners
Florida
$387K -$94K -2,062 -20%
GAM
622
Griffin Asset Management
New York
$386K +$228 +5 +0.1%
GPA
623
Guerra Pan Advisors
New Jersey
$384K -$91 -2 -0%
EWM
624
Elevatus Welath Management
New York
$384K +$382K +8,369 New
GH
625
GAM Holding
Switzerland
$384K -$63.8K -1,400 -14%
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