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Brookfield Asset Management

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
501
Root Financial Partners
California
$57K +$40.6K +832 +184%
PWA
502
Provenance Wealth Advisors
Florida
$50K
BCWM
503
Bartlett & Co Wealth Management
Ohio
$49.3K
BL
504
BFSG LLC
California
$44.8K
DFA
505
DHJJ Financial Advisors
Illinois
$44.5K
PGAM
506
Princeton Global Asset Management
New Jersey
$44.5K
IA
507
IFP Advisors
Florida
$44.2K +$20.6K +421 +73%
PWPS
508
Pinnacle Wealth Planning Services
Ohio
$40.5K +$3.08K +63 +7%
LB
509
Legacy Bridge
Iowa
$40.4K
POIA
510
Pin Oak Investment Advisors
Texas
$40K
DJSG
511
D.J. St. Germain
Massachusetts
$37.7K +$41.5K +849 New
NA
512
NewEdge Advisors
Louisiana
$37.5K -$51.1K -1,047 -55%
LAM
513
LOM Asset Management
$37.1K
ZBNA
514
Zions Bancorporation, National Association
Utah
$36.3K +$16K +328 +67%
CSP
515
Cary Street Partners
Virginia
$36K
RBC
516
Roble Belko & Company
Pennsylvania
$34K
ECSS
517
Eurizon Capital SGR SpA
$32.5K -$169K -3,454 -83%
AssetMark Inc
518
AssetMark Inc
California
$31.7K +$1.51K +31 +5%
HI
519
Harbour Investments
Wisconsin
$31.5K -$11.3K -231 -25%
BWA
520
Basecamp Wealth Advisors
Washington
$29.4K
BT
521
Banque Transatlantique
France
$26.7K +$29.3K +600 New
MHIP
522
Mountain Hill Investment Partners
New Jersey
$26.5K
TC
523
Truvestments Capital
Florida
$26.1K
CFB
524
Cullen/Frost Bankers
Texas
$25.6K -$25.4K -521 -48%
UBP
525
Union Bancaire Privee
Switzerland
$25.4K -$480K -9,832 -93%