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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
626
Verdence Capital Advisors
Maryland
$351K +$8.73K +197 +2%
BFP
627
Beacon Financial Planning
Massachusetts
$351K +$384K +8,662 New
IFWM
628
Institute for Wealth Management
Colorado
$350K +$28.5K +644 +8%
VSQM
629
V-Square Quantitative Management
Illinois
$350K – – –
WA
630
Westfuller Advisors
New York
$350K – – –
UB
631
UMB Bank
Missouri
$350K -$59.4K -1,341 -13%
EGM
632
Engineers Gate Manager
New York
$349K -$43.8K -989 -10%
LGF
633
LGT Group Foundation
Liechtenstein
$349K – – –
LFA
634
Legacy Financial Advisors
Kentucky
$348K +$21.3K +480 +6%
TPI
635
Trust Point Inc
Wisconsin
$347K +$380K +8,578 New
HPC
636
HM Payson & Co
Maine
$345K +$29.6K +668 +9%
EWM
637
Elevatus Welath Management
New York
$344K +$5.72K +129 +2%
MLL
638
Moody Lynn & Lieberson
Massachusetts
$340K +$33.2K +750 +10%
MIF
639
Mediolanum International Funds
Ireland
$340K -$208K -4,699 -35%
GPA
640
Guerra Pan Advisors
New Jersey
$339K – – –
IAA
641
Independent Advisor Alliance
North Carolina
$337K -$291K -6,562 -44%
ANTB
642
AMG National Trust Bank
Colorado
$335K -$21.4K -483 -6%
ACGA
643
Atlanta Consulting Group Advisors
Georgia
$335K – – –
ESB
644
Essex Savings Bank
Connecticut
$335K – – –
GI
645
GAMMA Investing
California
$332K +$17.7K +400 +5%
WAM
646
Walker Asset Management
Missouri
$330K – – –
DWT
647
Dorsey & Whitney Trust
South Dakota
$329K +$15.3K +345 +4%
KCM
648
Kathmere Capital Management
Pennsylvania
$328K +$532 +12 +0.1%
WIA
649
World Investment Advisors
California
$325K +$135K +3,050 +61%
VFA
650
Voya Financial Advisors
Connecticut
$322K -$39.3K -887 -10%
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