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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
651
Family Management
New York
$321K – – –
AGP
652
Autumn Glory Partners
Texas
$317K +$22.2K +500 +7%
FMII
653
Farmers & Merchants Investments Inc
Nebraska
$316K -$28.7K -647 -8%
AP
654
Appleton Partners
Massachusetts
$316K – – –
SCM
655
Summerhill Capital Management
Ontario, Canada
$316K +$346K +7,802 New
SC
656
Savant Capital
Illinois
$313K +$93.2K +2,102 +37%
CIAS
657
Capital Investment Advisory Services
North Carolina
$313K +$1.77K +40 +0.5%
NDSI
658
Newman Dignan & Sheerar Inc
Rhode Island
$311K – – –
CIA
659
Concurrent Investment Advisors
Florida
$311K +$76.7K +1,730 +29%
FWP
660
Firethorn Wealth Partners
Georgia
$311K -$13K -294 -4%
WFI
661
West Family Investments
California
$307K +$29.9K +674 +10%
FSA
662
Financial Security Advisor
Virginia
$303K – – –
MCCA
663
Mill Creek Capital Advisors
Pennsylvania
$294K – – –
JIC
664
Joel Isaacson & Co
New York
$293K – – –
AG
665
Ascent Group
Virginia
$288K +$25.9K +584 +9%
WPC
666
Wedmont Private Capital
Pennsylvania
$286K – – –
AP
667
Americana Partners
Texas
$284K -$7.67K -173 -2%
EI
668
Ellevest Inc
New York
$282K – – –
AWAU
669
Alliance Wealth Advisors (Utah)
Utah
$282K -$58.7K -1,324 -16%
NWAG
670
Net Worth Advisory Group
Utah
$281K +$11.6K +262 +4%
GAM
671
Griffin Asset Management
New York
$280K -$65.9K -1,487 -18%
VV
672
Verity & Verity
South Carolina
$277K – – –
NEPPG
673
New England Professional Planning Group
Rhode Island
$273K – – –
VAF
674
Values Added Financial
District of Columbia
$273K – – –
ECM
675
Evergreen Capital Management
Washington
$271K +$68.5K +1,546 +30%
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