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Brookfield Asset Management

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
351
Leavell Investment Management
Alabama
$519K +$591 +11 +0.1%
CFG
352
Citizens Financial Group
Rhode Island
$518K -$110K -2,055 -17%
GT
353
Glenview Trust
Kentucky
$513K -$553K -10,290 -51%
JHCP
354
Jackson Hole Capital Partners
Oklahoma
$508K -$9.46K -176 -2%
AI
355
Atria Investments
North Carolina
$506K +$4.68K +87 +0.9%
TVPW
356
Third View Private Wealth
Connecticut
$483K +$495K +9,215 New
HWM
357
HB Wealth Management
Georgia
$483K +$36.7K +682 +8%
Dimensional Fund Advisors
358
Dimensional Fund Advisors
Texas
$480K -$23.5K -437 -5%
EHC
359
Everett Harris & Co
California
$479K
UCFA
360
United Capital Financial Advisors
Texas
$475K +$164K +3,058 +51%
SF
361
Summit Financial
New Jersey
$475K +$8.66K +161 +2%
Hudson Bay Capital Management
362
Hudson Bay Capital Management
Connecticut
$473K +$485K +9,030 New
CAWM
363
Capital Advisors Wealth Management
Washington
$472K -$279K -5,193 -37%
ACM
364
Aquatic Capital Management
Illinois
$466K +$478K +8,895 New
SCM
365
Sterling Capital Management
North Carolina
$463K -$27.5K -511 -5%
UBP
366
Union Bancaire Privee
Switzerland
$442K +$570K +10,608 New
Cambridge Investment Research Advisors
367
Cambridge Investment Research Advisors
Iowa
$439K +$53.8K +1,001 +14%
BBHC
368
Brown Brothers Harriman & Co
New York
$437K -$213K -3,955 -32%
GIA
369
Gateway Investment Advisers
Ohio
$430K +$2.69K +50 +0.6%
Victory Capital Management
370
Victory Capital Management
Texas
$428K +$440K +8,177 New
CPCM
371
Cardinal Point Capital Management
Ontario, Canada
$428K -$29K -540 -6%
S
372
SignatureFD
Georgia
$428K +$41.3K +769 +10%
CA
373
Carson Advisory
Georgia
$422K +$161 +3 +0%
WHC
374
Wulff, Hansen & Co
California
$410K
GCP
375
GSA Capital Partners
United Kingdom
$409K -$466K -8,673 -53%