We are live on ! Find out more
BAM icon

Brookfield Asset Management

Name Holding Trade Value Shares
Change
Change in
Stake
SAG
426
SageView Advisory Group
California
$245K +$210K +3,904 New
SWP
427
Stratos Wealth Partners
Ohio
$244K +$7.08K +132 +3%
WTA
428
Washington Trust Advisors
Massachusetts
$241K -$7.25K -135 -3%
AFO
429
Allie Family Office
Florida
$238K
FFN
430
Focus Financial Network
Minnesota
$234K -$10.7K -200 -5%
Jones Financial Companies
431
Jones Financial Companies
Missouri
$232K +$51.9K +966 +30%
LNWWM
432
Laird Norton Wetherby Wealth Management
California
$225K +$219K +4,078 New
AWA
433
Arkadios Wealth Advisors
Georgia
$225K +$219K +4,073 New
CGA
434
Crescent Grove Advisors
Illinois
$219K +$212K +3,957 New
BC
435
Belmont Capital
California
$216K
PP
436
PDS Planning
Ohio
$214K +$208K +3,870 New
SC
437
Syon Capital
California
$213K +$207K +3,851 New
BRWA
438
B. Riley Wealth Advisors
Florida
$212K +$206K +3,836 New
FM
439
Family Management
New York
$209K +$203K +3,788 New
VCA
440
Verdence Capital Advisors
Maryland
$209K +$203K +3,777 New
AQR Capital Management
441
AQR Capital Management
Connecticut
$208K -$58K -1,081 -22%
HBCM
442
Heron Bay Capital Management
Michigan
$208K +$202K +3,759 New
OAM
443
Oppenheimer Asset Management
New York
$207K +$201K +3,753 New
DAS
444
Diversify Advisory Services
Utah
$207K +$177K +3,304 New
Simplex Trading
445
Simplex Trading
Illinois
$206K +$200K +3,729 New
WANY
446
Wealthspire Advisors (New York)
New York
$204K +$198K +3,688 New
IWA
447
Icon Wealth Advisors
Texas
$203K
ACM
448
Advisors Capital Management
New Jersey
$201K +$195K +3,635 New
TPA
449
Trivium Point Advisory
Connecticut
$200K +$195K +3,627 New
LWA
450
Lineweaver Wealth Advisors
Ohio
$200K +$194K +3,622 New