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Brookfield Asset Management

Name Holding Trade Value Shares
Change
Change in
Stake
SO
501
Sierra Ocean
California
$18.1K +$15.4K +282 +310%
ECM
502
EMC Capital Management
Texas
$17K – – –
AWM
503
Avior Wealth Management
Nebraska
$17K -$523K -9,600 -96%
PWMG
504
Prestige Wealth Management Group
New Jersey
$16K – – –
ADL
505
Asset Dedication LLC
California
$14.8K -$1.8K -33 -10%
MHR
506
Matthew Hamilton Rosenberg
$14.8K – – –
PB
507
Pinnacle Bancorp
Nebraska
$12.7K – – –
M
508
MOTCO
Texas
$12K – – –
Lazard Asset Management
509
Lazard Asset Management
New York
$12K -$1.53K -28 -10%
WF
510
Wayfinding Financial
Washington
$12K +$13.6K +250 New
CSP
511
Cary Street Partners
Virginia
$12K -$491 -9 -4%
PC
512
Promus Capital
Illinois
$11.5K – – –
FFO
513
Fortitude Family Office
Arizona
$10K – – –
FWM
514
FSA Wealth Management
Massachusetts
$9.5K – – –
LWMI
515
Legacy Wealth Management (Idaho)
Idaho
$9.21K – – –
KPP
516
Kings Path Partners
Texas
$9.11K – – –
ZBNA
517
Zions Bancorporation, National Association
Utah
$8.91K +$10K +184 New
CAM
518
Costello Asset Management
Pennsylvania
$7.75K +$4.58K +84 +111%
DAM
519
Delta Asset Management
Tennessee
$7.51K – – –
GWS
520
Greykasell Wealth Strategies
California
$7.22K +$8.12K +149 New
SAM
521
Smartleaf Asset Management
Massachusetts
$6.89K -$763 -14 -9%
CPA
522
Compass Planning Associates
Massachusetts
$6.54K +$55 +1 +0.7%
CFO
523
CVA Family Office
Colorado
$6.39K -$600 -11 -8%
NECFA
524
New England Capital Financial Advisors
Connecticut
$6.38K +$55 +1 +0.8%
AssetMark Inc
525
AssetMark Inc
California
$6.3K – – –