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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
851
Evermay Wealth Management
Virginia
$12.6K – – –
BFS
852
Bare Financial Services
Pennsylvania
$12.6K +$2.13K +48 +18%
NRG
853
Nemes Rush Group
Michigan
$12.6K +$12.2K +276 +789%
JWA
854
JFS Wealth Advisors
Pennsylvania
$12.5K -$488 -11 -3%
GBT
855
Grove Bank & Trust
Florida
$12.4K – – –
TCM
856
Tradewinds Capital Management
Washington
$12.1K – – –
CT
857
Caldwell Trust
Florida
$11.7K – – –
VWA
858
VSM Wealth Advisory
Maryland
$11.7K – – –
B
859
Birchbrook
Maine
$11.1K – – –
VCM
860
Versant Capital Management
Arizona
$11K -$24K -541 -67%
RF
861
Rossby Financial
Florida
$10.9K +$8.69K +196 +276%
HFS
862
Hughes Financial Services
Virginia
$10.7K – – –
WSC
863
Wellington Shields & Co
New York
$10.7K – – –
RFP
864
Root Financial Partners
California
$10.6K +$620 +14 +6%
NSIM
865
North Star Investment Management
Illinois
$10.2K – – –
DF
866
Dunhill Financial
United Kingdom
$9.71K – – –
CH
867
CDKV Holdings
Colorado
$9.11K – – –
SA
868
SRH Advisors
Kansas
$7.69K -$1.51K -34 -15%
TWD
869
True Wealth Design
Ohio
$7.33K +$5.67K +128 +242%
SI
870
Sapience Investments
California
$7.33K +$8.02K +181 New
FPB
871
First PREMIER Bank
South Dakota
$7K – – –
FC
872
Financial Consulate
Maryland
$6.68K +$7.05K +159 +2,650%
ZBNA
873
Zions Bancorporation, National Association
Utah
$6.47K – – –
IW
874
Imprint Wealth
South Carolina
$6.11K – – –
KFAS
875
Keating Financial Advisory Services
Kansas
$5.95K +$6.51K +147 New
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