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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
826
Boreal Capital Management
Florida
$55.1K – – –
PWPS
827
Pinnacle Wealth Planning Services
Ohio
$52.6K +$52.3K +1,146 New
KPP
828
Kings Path Partners
Texas
$51.8K – – –
SPF
829
South Plains Financial
Texas
$50.4K +$50.1K +1,098 New
HIIFS
830
Harel Insurance Investments & Financial Services
Israel
$47K – – –
SA
831
Seneschal Advisors
Washington
$46.4K -$46 -1 -0.1%
HWA
832
HHM Wealth Advisors
Tennessee
$45.1K -$46 -1 -0.1%
PTC
833
Private Trust Company
Ohio
$44.8K -$182 -4 -0.4%
CRI
834
Commonwealth Retirement Investments
Virginia
$44.3K +$44K +966 New
AF
835
Advisornet Financial
Minnesota
$44.2K -$46 -1 -0.1%
DAM
836
Delta Asset Management
Tennessee
$42.9K -$46 -1 -0.1%
FHC
837
First Horizon Corporation
Tennessee
$41.7K +$1.37K +30 +3%
SWM
838
Spire Wealth Management
Virginia
$40.8K -$61.9K -1,358 -60%
VCM
839
Versant Capital Management
Arizona
$37.4K -$7.39K -162 -17%
DJSG
840
D.J. St. Germain
Massachusetts
$37.2K -$46 -1 -0.1%
EF
841
Entrust Financial
Pennsylvania
$35.3K +$35.1K +769 New
NECFA
842
New England Capital Financial Advisors
Connecticut
$34.5K +$46 +1 +0.1%
HNB
843
Hilltop National Bank
Wyoming
$33.2K -$46 -1 -0.1%
SAG
844
SageView Advisory Group
California
$29.6K +$29.4K +645 New
TC
845
Truvestments Capital
Florida
$29.4K -$46 -1 -0.2%
ETC
846
Exchange Traded Concepts
Oklahoma
$27.3K +$27.1K +595 New
WPWM
847
Western Pacific Wealth Management
Illinois
$26.9K -$46 -1 -0.2%
BTI
848
Blue Trust Inc
Georgia
$26.1K +$912 +20 +4%
QA
849
Quattro Advisors
Pennsylvania
$25.9K +$25.7K +564 New
MA
850
MCF Advisors
Kentucky
$25.5K +$25.4K +556 New
32 33
34
35 36