We are live on ! Find out more
BAM icon

Brookfield Asset Management

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
301
Provenance Wealth Advisors
Florida
$241K +$244K +7,221 New
STA
302
Summit Trail Advisors
New York
$239K
Bessemer Group
303
Bessemer Group
New Jersey
$238K -$40.1K -1,188 -14%
IWC
304
Integrated Wealth Concepts
Massachusetts
$237K +$25.6K +758 +12%
AAM
305
Advisors Asset Management
Colorado
$237K +$54.7K +1,621 +30%
EWM
306
Evercore Wealth Management
New York
$231K
YCM
307
Yousif Capital Management
Michigan
$230K
LIM
308
Leavell Investment Management
Alabama
$229K -$28.6K -846 -11%
Prudential Financial
309
Prudential Financial
New Jersey
$228K -$20.2K -597 -8%
CI
310
Cigna Investments
Connecticut
$226K
DFG
311
Demars Financial Group
Washington
$222K +$225K +6,660 New
FIA
312
Foundations Investment Advisors
Arizona
$220K +$223K +6,591 New
Wealth Enhancement Advisory Services
313
Wealth Enhancement Advisory Services
Minnesota
$220K +$222K +6,574 New
PCM
314
Parsons Capital Management
Rhode Island
$218K
LIC
315
Laurus Investment Counsel
Canada
$217K +$163K +4,827 New
SCA
316
Snowden Capital Advisors
New York
$216K -$39.7K -1,176 -15%
RJT
317
Raymond James Trust
Florida
$213K +$216K +6,402 New
FHB
318
First Hawaiian Bank
Hawaii
$213K -$338 -10 -0.2%
MCC
319
Malaga Cove Capital
California
$209K -$1.52K -45 -0.7%
GC
320
Gilbert & Cook
Iowa
$209K +$211K +6,257 New
FT
321
Fiduciary Trust
Massachusetts
$207K +$210K +6,217 New
PGAM
322
Princeton Global Asset Management
New Jersey
$205K
CIM
323
Confluence Investment Management
Missouri
$205K +$208K +6,154 New
VAG
324
VisionPoint Advisory Group
Texas
$195K +$3.41K +101 +2%
NS
325
NBC Securities
Alabama
$195K +$198K +5,862 New