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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
FCAS
826
First Command Advisory Services
Texas
$52.8K +$25K +558 +82%
IA
827
IFP Advisors
Florida
$46K +$4.11K +92 +9%
HIIFS
828
Harel Insurance Investments & Financial Services
Israel
$44K – – –
SA
829
Seneschal Advisors
Washington
$43.1K – – –
HWA
830
HHM Wealth Advisors
Tennessee
$41.9K – – –
LHEI
831
Leo H. Evart Inc
California
$41.3K – – –
CRI
832
Commonwealth Retirement Investments
Virginia
$41.1K +$43.2K +966 New
AF
833
Advisornet Financial
Minnesota
$41.1K – – –
KPP
834
Kings Path Partners
Texas
$40.4K – – –
GKIM
835
GW&K Investment Management
Massachusetts
$40K +$41.9K +938 New
DAM
836
Delta Asset Management
Tennessee
$39.8K – – –
PTC
837
Private Trust Company
Ohio
$39.4K -$1.48K -33 -3%
FHC
838
First Horizon Corporation
Tennessee
$38.7K -$28.8K -645 -42%
DJSG
839
D.J. St. Germain
Massachusetts
$34.5K – – –
JFGIW
840
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32.8K – – –
EF
841
Entrust Financial
Pennsylvania
$32.8K – – –
PWPS
842
Pinnacle Wealth Planning Services
Ohio
$32.5K -$25.9K -580 -43%
SVCP
843
Silicon Valley Capital Partners
California
$32.5K +$34.1K +763 New
NECFA
844
New England Capital Financial Advisors
Connecticut
$32.1K +$45 +1 +0.1%
CFO
845
CVA Family Office
Colorado
$31.9K – – –
HNB
846
Hilltop National Bank
Wyoming
$30.8K – – –
BTI
847
Blue Trust Inc
Georgia
$28.4K +$3.53K +79 +13%
TC
848
Truvestments Capital
Florida
$27.3K – – –
SGFG
849
Silver Grove Financial Group
New York
$25.6K +$26.9K +602 New
MA
850
MCF Advisors
Kentucky
$23.7K – – –
32 33
34
35 36