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Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
FEM
976
Fulcrum Equity Management
Texas
– -$220K -4,797 Closed
VAG
977
VisionPoint Advisory Group
Texas
– -$220K -4,793 Closed
DWM
978
Ducere Wealth Management
California
– -$218K -4,742 Closed
NRC
979
New Republic Capital
North Carolina
– -$217K -4,724 Closed
GWANC
980
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$216K -4,707 Closed
X
981
Xponance
Pennsylvania
– -$216K -4,705 Closed
CWA
982
Canvas Wealth Advisors
Kansas
– -$215K -4,680 Closed
AMCA
983
Arthur M. Cohen & Associates
Illinois
– -$214K -4,644 Closed
BAM
984
Berkshire Asset Management
Pennsylvania
– -$212K -4,630 Closed
MSR
985
Main Street Research
Connecticut
– -$212K -4,628 Closed
HA
986
HFG Advisors
Ohio
– -$212K -4,623 Closed
PAS
987
PKS Advisory Services
New York
– -$210K -4,579 Closed
BWM
988
BNB Wealth Management
Maryland
– -$209K -4,554 Closed
IPAM
989
Investment Partners Asset Management
New Jersey
– -$208K -4,540 Closed
OFG
990
Oxford Financial Group
Indiana
– -$207K -4,510 Closed
WLIM
991
White Lighthouse Investment Management
Massachusetts
– -$206K -4,489 Closed
SHFG
992
S Harris Financial Group
Texas
– -$205K -4,478 Closed
LFAS
993
Level Four Advisory Services
Texas
– -$205K -4,464 Closed
VCM
994
Vivaldi Capital Management
Illinois
– -$203K -4,430 Closed
CFB
995
Cullen/Frost Bankers
Texas
– -$145K -3,156 Closed
BCM
996
Berbice Capital Management
New York
– -$117K -2,550 Closed
CAM
997
Chesapeake Asset Management
New York
– -$102K -2,220 Closed
EI
998
eCIO Inc
Wisconsin
– -$85.8K -1,870 Closed
TH
999
TCTC Holdings
Texas
– -$59K -1,285 Closed
SPF
1000
South Plains Financial
Texas
– -$50.4K -1,098 Closed
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