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Brookfield Asset Management

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
426
Parkside Financial Bank & Trust
Missouri
$92.9K – – –
EWA
427
EverSource Wealth Advisors
Alabama
$87.8K +$1.94K +36 +2%
FP
428
Financial Perspectives
Minnesota
$87.8K +$54 +1 +0.1%
CH
429
Cromwell Holdings
Wyoming
$86.2K – – –
CT
430
Clearstead Trust
Maine
$85.3K +$85K +1,575 New
KFI
431
Key Financial Inc
Pennsylvania
$82K +$4.91K +91 +6%
GRP
432
Global Retirement Partners
California
$76.2K +$47.9K +887 +171%
Simplex Trading
433
Simplex Trading
Illinois
$76K -$67.2K -1,245 -47%
HFS
434
HBC Financial Services
Washington
$75K – – –
FMP
435
Financial Management Professionals
Texas
$74.4K +$3.02K +56 +4%
LB
436
Legacy Bridge
Iowa
$73.9K – – –
HPC
437
HM Payson & Co
Maine
$70.4K – – –
HDIM
438
Hanson & Doremus Investment Management
Vermont
$70K – – –
TSMHT
439
Thurston Springer Miller Herd & Titak
Indiana
$66.5K +$17.2K +319 +35%
CA
440
Continuum Advisory
Idaho
$65.8K +$5.67K +105 +9%
PTC
441
Private Trust Company
Ohio
$65.1K – – –
FFA
442
Farther Finance Advisors
California
$63.9K -$2.21K -41 -3%
RPA
443
Redwood Park Advisors
California
$63.8K +$63.6K +1,177 New
QC
444
Quent Capital
New York
$61.2K -$324 -6 -0.5%
MPWT
445
MassMutual Private Wealth & Trust
Connecticut
$60.7K +$9.18K +170 +18%
RFS
446
Richardson Financial Services
Massachusetts
$60K +$7.56K +140 +15%
WT
447
Washington Trust
Rhode Island
$57.6K – – –
AA
448
Addison Advisors
Vermont
$57.1K – – –
BCWM
449
Bartlett & Co Wealth Management
Ohio
$56.1K – – –
BL
450
BFSG LLC
California
$54.6K – – –