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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
901
JPL Wealth Management
Colorado
$6.39K +$537 +12 +9%
WPA
902
West Paces Advisors
Georgia
$6.26K +$6.57K +147 New
MCA
903
McGuire Capital Advisors
Oklahoma
$6.18K +$6.48K +145 New
FUBT
904
First United Bank & Trust
Maryland
$6K – – –
CAL
905
Capital Advisors Ltd
Ohio
$6K +$5.95K +133 New
TSMHT
906
Thurston Springer Miller Herd & Titak
Indiana
$5.75K – – –
MO
907
McMillan Office
Michigan
$5.07K – – –
PCM
908
Penserra Capital Management
California
$5K – – –
CMA
909
Cedar Mountain Advisors
Oregon
$4.56K – – –
NFSG
910
Newbridge Financial Services Group
Florida
$4.47K – – –
AWA
911
Acumen Wealth Advisors
Tennessee
$4.13K – – –
TFA
912
Transamerica Financial Advisors
Florida
$4.05K +$671 +15 +19%
RF
913
Rossby Financial
Florida
$3.83K -$7.91K -177 -66%
SHIM
914
Stone House Investment Management
Pennsylvania
$3.24K +$2.91K +65 +591%
SFS
915
Sunrise Financial Services
Washington
$3.19K – – –
MSFP
916
Mark Sheptoff Financial Planning
Connecticut
$3.08K – – –
CFD
917
Creative Financial Designs
Indiana
$2.85K -$45 -1 -1%
MCM
918
MV Capital Management
Maryland
$2.81K -$671 -15 -19%
TCM
919
Triumph Capital Management
Colorado
$2.21K – – –
PWMG
920
Private Wealth Management Group
New Jersey
$2.19K – – –
BIA
921
Bell Investment Advisors
California
$1.96K – – –
CFM
922
Cornerstone Financial Management
Massachusetts
$1.96K – – –
ACA
923
American Capital Advisory
Idaho
$1.92K – – –
APW
924
Aventura Private Wealth
Florida
$1.79K – – –
BAM
925
Bellevue Asset Management
Washington
$1.57K +$1.65K +37 New
35 36
37
38 39