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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
651
Haverford Trust Company
Pennsylvania
$295K – – –
DWM
652
Diversify Wealth Management
Utah
$294K +$113K +2,561 +36%
LCWP
653
Legacy Capital Wealth Partners
Arkansas
$290K -$4.61K -104 -2%
XT
654
XTX Topco
Cayman Islands
$289K -$186K -4,197 -40%
BAM
655
Belpointe Asset Management
Nevada
$287K -$13.3K -300 -5%
QCM
656
QRG Capital Management
Illinois
$285K -$38.3K -864 -12%
CCM
657
Canal Capital Management
Virginia
$284K -$32K -723 -10%
GSEP
658
Golden State Equity Partners
California
$283K -$4.43K -100 -2%
ACA
659
Aptus Capital Advisors
Alabama
$279K +$11K +248 +4%
KWM
660
Keebeck Wealth Management
Illinois
$279K – – –
AWM
661
Aprio Wealth Management
Georgia
$278K +$14K +315 +5%
PWA
662
Provenance Wealth Advisors
Florida
$278K – – –
DFA
663
DHJJ Financial Advisors
Illinois
$275K – – –
IAS
664
Insigneo Advisory Services
Florida
$272K – – –
GI
665
GAMMA Investing
California
$272K +$101K +2,272 +62%
DS
666
DRW Securities
Illinois
$269K – – –
LBC
667
Lowe Brockenbrough & Co
Virginia
$268K -$3.46K -78 -1%
FB
668
Fulton Bank
Pennsylvania
$267K -$14.9K -337 -5%
FRA
669
Frank Rimerman Advisors
California
$266K +$258K +5,816 New
LAM
670
Lummis Asset Management
Texas
$266K – – –
PVI
671
Pine Valley Investments
New Jersey
$265K +$38.2K +862 +17%
HI
672
Harbour Investments
Wisconsin
$261K +$14.4K +325 +6%
JIC
673
Johnson Investment Counsel
Ohio
$255K +$2.08K +47 +0.8%
ECM
674
Evergreen Capital Management
Washington
$255K +$247K +5,573 New
MFG
675
Merit Financial Group
Georgia
$254K -$58.4K -1,317 -19%
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