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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
676
TAGStone Capital
North Carolina
$307K +$228 +5 +0.1%
NWAG
677
Net Worth Advisory Group
Utah
$307K +$305K +6,687 New
FTWA
678
Fifth Third Wealth Advisors
Ohio
$307K -$137 -3 -0%
TFA
679
Toth Financial Advisory
Virginia
$303K – – –
MWM
680
Modera Wealth Management
New Jersey
$302K +$2.19K +48 +0.7%
AA
681
Addison Advisors
Vermont
$300K -$46 -1 -0%
WCM
682
Washburn Capital Management
Florida
$299K – – –
AG
683
Ascent Group
Virginia
$299K +$47.1K +1,033 +19%
BFS
684
Bradley Foster & Sargent
Connecticut
$297K -$46 -1 -0%
LCWP
685
Legacy Capital Wealth Partners
Arkansas
$290K -$638 -14 -0.2%
CW
686
CreativeOne Wealth
Kansas
$290K -$49.4K -1,083 -15%
RCAG
687
Rehmann Capital Advisory Group
Michigan
$289K -$25.3K -554 -8%
GSEP
688
Golden State Equity Partners
California
$286K +$2.28K +50 +0.8%
VFA
689
Valeo Financial Advisors
Indiana
$285K -$12.4K -273 -4%
IAS
690
Insigneo Advisory Services
Florida
$284K +$10.6K +233 +4%
IA
691
IFC Advisors
California
$284K -$34.2K -751 -11%
WC
692
Westerkirk Capital
$282K -$3.84M -84,250 -93%
HP
693
Hikari Power
Japan
$282K +$280K +6,150 New
B
694
Bellecapital
Switzerland
$281K +$280K +6,133 New
PA
695
Pinnacle Associates
New York
$280K +$279K +6,108 New
IIL
696
Income Insurance Ltd
$280K +$278K +6,088 New
KWM
697
Keebeck Wealth Management
Illinois
$280K – – –
PWA
698
Provenance Wealth Advisors
Florida
$279K -$137 -3 -0%
DWM
699
Diversify Wealth Management
Utah
$277K -$170K -3,728 -39%
ACA
700
Aptus Capital Advisors
Alabama
$276K -$4.47K -98 -2%
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28
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