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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
DB
726
Danske Bank
Denmark
$27.1K +$29.3K +774 New
CPA
727
Compass Planning Associates
Massachusetts
$27K +$76 +2 +0.3%
CA
728
CoreCap Advisors
Michigan
$26.2K – – –
WAOTB
729
Wealth Advisors of Tampa Bay
Florida
$26.2K +$28.3K +750 New
NECFA
730
New England Capital Financial Advisors
Connecticut
$26.2K +$76 +2 +0.3%
LWCFA
731
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25.5K +$28.3K +750 New
TC
732
Truvestments Capital
Florida
$22.4K -$491 -13 -2%
OC
733
Oakworth Capital
Alabama
$20.6K – – –
WPWM
734
Western Pacific Wealth Management
Illinois
$20.5K – – –
WSC
735
Wellington Shields & Co
New York
$19.7K +$21.3K +564 New
AWM
736
Accredited Wealth Management
Kentucky
$19.4K +$21.1K +557 New
IA
737
IFP Advisors
Florida
$18.9K +$3.02K +80 +17%
CAM
738
Chesapeake Asset Management
New York
$17.8K -$116K -3,075 -86%
FGA
739
Fortis Group Advisors
New Jersey
$17.7K – – –
LFG
740
Larson Financial Group
Missouri
$17.3K +$3.4K +90 +22%
BCMLT
741
Beacon Capital Management LLC (Tennessee)
Tennessee
$17.2K +$16.1K +426 +626%
BGAI
742
Bruce G. Allen Investments
Colorado
$17.1K – – –
BTI
743
Blue Trust Inc
Georgia
$16.9K +$794 +21 +5%
FWA
744
Flagship Wealth Advisors
Massachusetts
$16.8K – – –
SAM
745
Smartleaf Asset Management
Massachusetts
$16.5K +$1.25K +33 +7%
CAM
746
Costello Asset Management
Pennsylvania
$16.1K – – –
CSPIA
747
Cary Street Partners Investment Advisory
Virginia
$15.8K +$8.2K +217 +92%
GSWM
748
Golden State Wealth Management
California
$15.5K – – –
PIS
749
POM Investment Strategies
North Carolina
$14.9K – – –
CFO
750
CVA Family Office
Colorado
$14.7K -$2.57K -68 -14%
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30
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