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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
626
Heartwood Wealth Advisors
Virginia
$391K – – –
LA
627
Legacy Advisors
Pennsylvania
$390K -$4.2K -94 -1%
VIP
628
Viewpoint Investment Partners
Alberta, Canada
$388K – – –
BAAM
629
Baker Avenue Asset Management
California
$388K +$408K +9,115 New
FFG
630
Frisch Financial Group
New York
$388K -$22.4K -500 -5%
BMCM
631
Bryn Mawr Capital Management
Pennsylvania
$386K +$3.13K +70 +0.8%
SAM
632
Sagewood Asset Management
New York
$384K – – –
BAM
633
Blueshift Asset Management
New Jersey
$380K +$399K +8,930 New
PP
634
PDS Planning
Ohio
$380K -$34.9K -780 -8%
PFA
635
Pure Financial Advisors
California
$379K -$26.7K -598 -6%
OP
636
Oslo Pensjonsforsikring
$377K – – –
CA
637
Cortland Associates
Missouri
$377K – – –
CIM
638
Cambria Investment Management
California
$376K -$70.3K -1,572 -15%
GAM
639
Gould Asset Management
California
$376K – – –
IC
640
Inscription Capital
Texas
$376K +$395K +8,832 New
EMCIP
641
Ewing Morris & Co Investment Partners
Ontario, Canada
$375K +$393K +8,781 New
EI
642
Ellevest Inc
New York
$373K +$80.1K +1,792 +26%
ACGA
643
Atlanta Consulting Group Advisors
Georgia
$370K +$18.4K +412 +5%
TAFW
644
Tred Avon Family Wealth
Maryland
$370K – – –
BFP
645
Beacon Financial Planning
Massachusetts
$369K – – –
IFWM
646
Institute for Wealth Management
Colorado
$369K – – –
WA
647
Westfuller Advisors
New York
$368K +$358 +8 +0.1%
VSQM
648
V-Square Quantitative Management
Illinois
$368K – – –
LGF
649
LGT Group Foundation
Liechtenstein
$367K – – –
RWP
650
Revolve Wealth Partners
New Jersey
$366K +$384K +8,583 New
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