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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
AWAU
626
Alliance Wealth Advisors (Utah)
Utah
$380K -$136K -2,982 -26%
AGA
627
Accuvest Global Advisors
Utah
$380K -$2.98M -65,284 -89%
DWP
628
Daymark Wealth Partners
Ohio
$380K -$12.5K -274 -3%
ESB
629
Essex Savings Bank
Connecticut
$380K -$4.47K -98 -1%
ACGA
630
Atlanta Consulting Group Advisors
Georgia
$379K +$30.7K +674 +9%
HTC
631
Haverford Trust Company
Pennsylvania
$377K +$79.5K +1,743 +27%
WAM
632
Walker Asset Management
Missouri
$374K -$46 -1 -0%
LFA
633
Legacy Financial Advisors
Kentucky
$372K -$225K -4,941 -38%
FLPIM
634
F.L. Putnam Investment Management
Massachusetts
$372K +$144K +3,157 +64%
CWP
635
Curated Wealth Partners
California
$372K +$369K +8,102 New
KCM
636
Kathmere Capital Management
Pennsylvania
$372K -$36.3K -796 -9%
IFWM
637
Institute for Wealth Management
Colorado
$368K -$91 -2 -0%
GC
638
GatePass Capital
Ohio
$367K +$365K +8,000 New
FWP
639
Firethorn Wealth Partners
Georgia
$366K -$63.8K -1,400 -15%
FM
640
Family Management
New York
$365K -$46 -1 -0%
IA
641
IFG Advisory
Georgia
$362K +$359K +7,881 New
HPC
642
HM Payson & Co
Maine
$360K +$2.23K +49 +0.6%
BTW
643
Boston Trust Walden
Massachusetts
$359K – – –
GI
644
GAMMA Investing
California
$358K +$84.5K +1,854 +31%
AP
645
Appleton Partners
Massachusetts
$358K +$356K +7,809 New
DWT
646
Dorsey & Whitney Trust
South Dakota
$357K -$111K -2,444 -24%
QCM
647
QRG Capital Management
Illinois
$357K +$70.1K +1,538 +25%
RYIA
648
Roehl & Yi Investment Advisors
Oregon
$357K -$21.8K -478 -6%
CIAS
649
Capital Investment Advisory Services
North Carolina
$354K +$351K +7,704 New
NDSI
650
Newman Dignan & Sheerar Inc
Rhode Island
$353K +$7.25K +159 +2%
24 25
26
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