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Brookfield
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWAU
701
Alliance Wealth Advisors (Utah)
Utah
$280K -$17.9K -401 -6%
PIA
702
Powell Investment Advisors
Florida
$279K -$846K -18,926 -74%
VF
703
Virtu Financial
New York
$279K +$293K +6,548 New
WCM
704
Washburn Capital Management
Florida
$278K – – –
PAI
705
Pittenger & Anderson Inc
Nebraska
$276K +$71.8K +1,605 +33%
MWM
706
Modera Wealth Management
New Jersey
$273K +$7.74K +173 +3%
ACA
707
Aptus Capital Advisors
Alabama
$273K +$8.59K +192 +3%
FTWA
708
Fifth Third Wealth Advisors
Ohio
$269K +$850 +19 +0.3%
CIAM
709
Caitong International Asset Management
Hong Kong
$266K +$279K +6,231 +31,155%
VFA
710
Valeo Financial Advisors
Indiana
$264K +$4.61K +103 +2%
BEI
711
Benjamin Edwards Inc
Missouri
$262K -$147K -3,290 -35%
HP
712
Hikari Power
Japan
$262K – – –
FWP
713
Falcon Wealth Planning
California
$261K +$274K +6,124 New
IAA
714
Independent Advisor Alliance
North Carolina
$260K -$99K -2,215 -27%
IIL
715
Income Insurance Ltd
$260K – – –
KWM
716
Keebeck Wealth Management
Illinois
$260K – – –
CW
717
CreativeOne Wealth
Kansas
$259K – – –
PWA
718
Provenance Wealth Advisors
Florida
$259K – – –
WPC
719
Wedmont Private Capital
Pennsylvania
$256K -$42.2K -943 -14%
BAM
720
Belpointe Asset Management
Nevada
$256K +$760 +17 +0.3%
EF
721
Evanson Financial
Virginia
$256K +$268K +6,000 New
CWP
722
Curated Wealth Partners
California
$255K – – –
AG
723
AmeriFlex Group
Nevada
$254K +$447 +10 +0.2%
CWWM
724
Clear Wave Wealth Management
New Jersey
$251K – – –
BFS
725
Bradley Foster & Sargent
Connecticut
$249K -$27.9K -625 -10%
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29
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