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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
676
MCF Advisors
Kentucky
$34K -$3.44K -109 -10%
DAM
677
Delta Asset Management
Tennessee
$33.2K – – –
AF
678
Advisornet Financial
Minnesota
$32.6K – – –
MCM
679
Manchester Capital Management
Vermont
$29.9K – – –
NECFA
680
New England Capital Financial Advisors
Connecticut
$26.5K +$32 +1 +0.1%
TC
681
Truvestments Capital
Florida
$23.2K +$20.6K +654 New
FCA
682
FinTrust Capital Advisors
South Carolina
$21.5K – – –
PS
683
Planned Solutions
California
$21.3K +$18.9K +600 New
OC
684
Oakworth Capital
Alabama
$20.9K -$32.2K -1,019 -63%
WPWM
685
Western Pacific Wealth Management
Illinois
$20.8K – – –
SAM
686
Smartleaf Asset Management
Massachusetts
$18.4K +$15.7K +498 +2,767%
FGA
687
Fortis Group Advisors
New Jersey
$17.9K – – –
CFO
688
CVA Family Office
Colorado
$17.3K – – –
LWA
689
Lowe Wealth Advisors
Maryland
$16.6K +$14.8K +468 New
CAM
690
Costello Asset Management
Pennsylvania
$16.3K – – –
GIA
691
GHP Investment Advisors
Colorado
$15.9K – – –
BGAI
692
Bruce G. Allen Investments
Colorado
$15.3K – – –
PIS
693
POM Investment Strategies
North Carolina
$15.1K +$13.4K +426 New
SS
694
Sunbelt Securities
Texas
$14.6K +$13K +413 New
PCMC
695
Planning Capital Management Corporation
Pennsylvania
$14.5K +$12.9K +410 New
GBT
696
Grove Bank & Trust
Florida
$14.2K +$12.7K +402 New
RF
697
Robinswood Financial
Washington
$14K – – –
FMP
698
Financial Management Professionals
Texas
$14K – – –
HBW
699
Hazlett, Burt & Watson
West Virginia
$13K +$32 +1 +0.3%
RWM
700
Reston Wealth Management
Virginia
$12.7K +$11.3K +359 New
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