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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
651
Bartlett & Co Wealth Management
Ohio
$364K -$18.6K -415 -5%
SWP
652
Sagespring Wealth Partners
Tennessee
$362K -$8.85K -198 -2%
GPA
653
Guerra Pan Advisors
New Jersey
$356K – – –
ANTB
654
AMG National Trust Bank
Colorado
$355K +$2.68K +60 +0.7%
ESB
655
Essex Savings Bank
Connecticut
$354K +$1.61K +36 +0.4%
AP
656
Americana Partners
Texas
$352K +$56.1K +1,255 +18%
WAM
657
Walker Asset Management
Missouri
$347K – – –
CA
658
CV Advisors
Florida
$345K +$362K +8,100 New
DCM
659
Delaney Capital Management
$341K -$60.6K -1,355 -14%
SSG
660
Summit Securities Group
New York
$341K +$358K +8,000 New
FM
661
Family Management
New York
$339K – – –
AG
662
Ascent Group
Virginia
$339K +$37.7K +844 +12%
CCM
663
Canal Capital Management
Virginia
$338K -$4.25M -94,976 -92%
WFI
664
West Family Investments
California
$336K +$13.6K +304 +4%
FMII
665
Farmers & Merchants Investments Inc
Nebraska
$334K +$1.34K +30 +0.4%
AGP
666
Autumn Glory Partners
Texas
$334K – – –
HPC
667
HM Payson & Co
Maine
$332K -$32.1K -718 -8%
FLPIM
668
F.L. Putnam Investment Management
Massachusetts
$331K +$73.6K +1,647 +27%
CIAS
669
Capital Investment Advisory Services
North Carolina
$330K – – –
NDSI
670
Newman Dignan & Sheerar Inc
Rhode Island
$328K – – –
DWT
671
Dorsey & Whitney Trust
South Dakota
$327K -$20.8K -466 -6%
WIA
672
World Investment Advisors
California
$326K +$984 +22 +0.3%
AWA
673
Aaron Wealth Advisors
Illinois
$326K +$342K +7,653 New
M
674
Murchinson
Ontario, Canada
$325K +$342K +7,638 New
MCWA
675
Meadow Creek Wealth Advisors
Georgia
$323K -$122K -2,733 -27%
25 26
27
28 29