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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
PCIG
651
Partners Capital Investment Group
Massachusetts
– -$23.8K -1,097 Closed
BSC
652
Brown Shipley & Co
United Kingdom
– -$19K -900 Closed
CAL
653
Capital Analysts LLC
Pennsylvania
– -$12K -563 Closed
CCM
654
Carderock Capital Management
Maryland
– -$12.3K -563 Closed
PCM
655
Pointe Capital Management
Michigan
– -$11.2K -518 Closed
TAM
656
Tucker Asset Management
Colorado
– -$9.03K -416 Closed
BAAM
657
Baker Avenue Asset Management
California
– -$6.84K -315 Closed
OCM
658
Orion Capital Management
California
– -$6.78K -312 Closed
CIA
659
Cape Investment Advisory
Georgia
– -$6.58K -303 Closed
CHC
660
City Holding Co
West Virginia
– -$5.8K -267 Closed
SSC
661
Syverson Strege & Co
Iowa
– -$3.49K -161 Closed
HCM
662
Hollencrest Capital Management
California
– -$2.8K -129 Closed
CWC
663
Carolinas Wealth Consulting
North Carolina
– -$2.41K -111 Closed
CG
664
Cutler Group
California
– -$2.2K -104 Closed
RFA
665
Register Financial Advisors
Georgia
– -$1.92K -89 Closed
TWI
666
Thomas White International
Illinois
– -$1.92K -89 Closed
TWD
667
True Wealth Design
Ohio
– -$1.7K -78 Closed
AAP
668
Arax Advisory Partners
Colorado
– -$522 -24 Closed
CSIA
669
Carl Stuart Investment Advisor
Texas
– -$569K -15 Closed
SC
670
Schubert & Co
Texas
– -$98 -5 Closed
C
671
Covestor
United Kingdom
– +$445 +21 New
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