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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
701
Carolina Wealth Advisors
South Carolina
$12.6K +$11.2K +356 New
JGIA
702
Jackson Grant Investment Advisers
Connecticut
$12.4K – – –
HIA
703
Harbor Investment Advisory
Maryland
$12.3K – – –
ACM
704
Accent Capital Management
Ohio
$12K – – –
GWP
705
Gen-Wealth Partners
Michigan
$11.7K – – –
JWA
706
JFS Wealth Advisors
Pennsylvania
$11.3K – – –
CWP
707
Concord Wealth Partners
Virginia
$9.78K +$8.71K +276 New
NSIM
708
North Star Investment Management
Illinois
$8.93K – – –
GFPC
709
Global Financial Private Client
Florida
$8.45K +$7.54K +239 New
EB
710
Eastern Bank
Massachusetts
$8.03K +$7.16K +227 New
OPTFSNA
711
Old Point Trust & Financial Services N A
Virginia
$7.97K – – –
BAM
712
Bellevue Asset Management
Washington
$7.65K -$537 -17 -7%
SA
713
SRH Advisors
Kansas
$6.75K – – –
IA
714
IFP Advisors
Florida
$6.54K +$5.84K +185 New
ZB
715
Zions Bancorporation
Utah
$6.22K -$9.5K -301 -63%
B
716
Birchbrook
Maine
$6.01K +$1.29K +41 +27%
FPB
717
First PREMIER Bank
South Dakota
$6K -$4.83K -153 -46%
PCM
718
Penserra Capital Management
California
$6K +$284 +9 +5%
FG
719
Fairman Group
Pennsylvania
$5.32K – – –
CPG
720
Cornerstone Planning Group
New Jersey
$5.04K +$1.04K +33 +31%
HWP
721
Highline Wealth Partners
California
$4.41K +$1.33K +42 +51%
CAS
722
Coppell Advisory Solutions
Texas
$4.22K – – –
PMFA
723
Plante Moran Financial Advisors
Michigan
$4.04K +$3.6K +114 New
MTIC
724
Missouri Trust & Investment Company
Missouri
$3.99K – – –
BWP
725
Baldwin Wealth Partners
Massachusetts
$3.51K – – –
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