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BNT

Brookfield Wealth Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
101
Manchester Capital Management
Vermont
$124
OC
102
Oakworth Capital
Alabama
$124
FWM
103
FSA Wealth Management
Massachusetts
$124 +$111 +3 New
HNB
104
Hilltop National Bank
Wyoming
$124 +$111 +3 New
RF
105
Robinswood Financial
Washington
$123
PFBT
106
Parkside Financial Bank & Trust
Missouri
$63
GSWM
107
Golden State Wealth Management
California
$62
NA
108
NewEdge Advisors
Louisiana
$62
SA
109
Scarborough Advisors
Maryland
$62 +$74 +2 New
LFG
110
Larson Financial Group
Missouri
$8
First Trust Advisors
111
First Trust Advisors
Illinois
-$918K -26,348 Closed
Bank of New York Mellon
112
Bank of New York Mellon
New York
-$453K -13,022 Closed
NIM
113
Needham Investment Management
New York
-$417K -12,000 Closed
GWMI
114
Guardian Wealth Management (Illinois)
Illinois
-$11.3K -326 Closed
RCM
115
Ravenstone Capital Management
-$1.15K -33 Closed
US Bancorp
116
US Bancorp
Minnesota
-$835 -24 Closed
QC
117
Quent Capital
New York
-$574 -17 Closed
LWCFA
118
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$154 -5 Closed
AA
119
Ancora Advisors
Ohio
-$52 -2 Closed
SFGP
120
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$52 -2 Closed