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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
876
Evermay Wealth Management
Virginia
$14.3K +$14.2K +312 New
GBT
877
Grove Bank & Trust
Florida
$14K +$14K +306 New
CPG
878
Cornerstone Planning Group
New Jersey
$13.8K -$2.96K -65 -18%
TCM
879
Tradewinds Capital Management
Washington
$13.8K – – –
CMA
880
Cedar Mountain Advisors
Oregon
$13.6K – – –
CT
881
Caldwell Trust
Florida
$13.2K – – –
VWA
882
VSM Wealth Advisory
Maryland
$13.2K – – –
B
883
Birchbrook
Maine
$13.1K -$5.7K -125 -33%
FUBT
884
First United Bank & Trust
Maryland
$12.4K – – –
HFS
885
Hughes Financial Services
Virginia
$12.2K -$6.07K -133 -33%
WSC
886
Wellington Shields & Co
New York
$12.1K -$13.7K -300 -53%
BFS
887
Bare Financial Services
Pennsylvania
$12.1K -$46 -1 -0.4%
NSIM
888
North Star Investment Management
Illinois
$11.5K -$46 -1 -0.4%
RFP
889
Root Financial Partners
California
$11.4K -$9.85K -216 -47%
DF
890
Dunhill Financial
United Kingdom
$11K – – –
CH
891
CDKV Holdings
Colorado
$10.3K +$10.3K +225 New
SA
892
SRH Advisors
Kansas
$10.3K +$1.5K +33 +17%
EP
893
Essential Partners
California
$8.4K – – –
CWP
894
Concord Wealth Partners
Virginia
$8.17K -$46 -1 -0.6%
FPB
895
First PREMIER Bank
South Dakota
$8K -$46 -1 -0.5%
HWP
896
Highline Wealth Partners
California
$7.43K -$8.62K -189 -54%
BAM
897
Bellevue Asset Management
Washington
$7.34K -$1.46K -32 -17%
ZBNA
898
Zions Bancorporation, National Association
Utah
$7.34K -$46 -1 -0.6%
IW
899
Imprint Wealth
South Carolina
$6.93K -$14K -308 -67%
TSMHT
900
Thurston Springer Miller Herd & Titak
Indiana
$6.79K +$6.75K +148 New
34 35
36
37 38