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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
901
Raffa Wealth Management
District of Columbia
$6.65K -$46 -1 -0.7%
PCM
902
Penserra Capital Management
California
$6K -$274 -6 -4%
UFPG
903
United Financial Planning Group
New York
$5.83K +$5.79K +127 New
MO
904
McMillan Office
Michigan
$5.46K +$5.43K +119 New
MTIC
905
Missouri Trust & Investment Company
Missouri
$5.14K -$46 -1 -0.9%
NFSG
906
Newbridge Financial Services Group
Florida
$4.82K +$4.79K +105 New
ADL
907
Asset Dedication LLC
California
$4.45K -$46 -1 -1%
AWA
908
Acumen Wealth Advisors
Tennessee
$4.45K +$4.42K +97 New
CFD
909
Creative Financial Designs
Indiana
$4.18K +$228 +5 +6%
SC
910
SouthState Corp
Florida
$4.04K +$4.01K +88 New
DI
911
DAGCO Inc
Ohio
$3.76K +$3.74K +82 New
SFS
912
Sunrise Financial Services
Washington
$3.44K +$3.42K +75 New
MSFP
913
Mark Sheptoff Financial Planning
Connecticut
$3.31K – – –
RF
914
Rossby Financial
Florida
$3.26K +$684 +15 +27%
BGAI
915
Bruce G. Allen Investments
Colorado
$2.48K -$23.2K -509 -90%
ME
916
McIlrath & Eck
Washington
$2.48K -$1.6K -35 -39%
TWD
917
True Wealth Design
Ohio
$2.43K -$46 -1 -2%
PWAM
918
Private Wealth Asset Management
Iowa
$2.39K -$46 -1 -2%
PWMG
919
Private Wealth Management Group
New Jersey
$2.36K – – –
BIA
920
Bell Investment Advisors
California
$2.11K -$46 -1 -2%
CFM
921
Cornerstone Financial Management
Massachusetts
$2.11K +$2.1K +46 New
ACA
922
American Capital Advisory
Idaho
$2.07K +$684 +15 +50%
C
923
Covestor
United Kingdom
$2K – – –
APW
924
Aventura Private Wealth
Florida
$1.93K – – –
NRG
925
Nemes Rush Group
Michigan
$1.61K +$1.6K +35 New
35 36
37
38 39