We are live on ! Find out more
BAM icon

Brookfield Asset Management

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
501
HM Payson & Co
Maine
$57.7K -$49 -1 -0.1%
RFP
502
Root Financial Partners
California
$57K +$40.6K +832 +184%
PWA
503
Provenance Wealth Advisors
Florida
$50K – – –
BCWM
504
Bartlett & Co Wealth Management
Ohio
$49.3K – – –
BL
505
BFSG LLC
California
$44.8K – – –
DFA
506
DHJJ Financial Advisors
Illinois
$44.5K – – –
PGAM
507
Princeton Global Asset Management
New Jersey
$44.5K – – –
IA
508
IFP Advisors
Florida
$44.2K +$20.6K +421 +73%
PWPS
509
Pinnacle Wealth Planning Services
Ohio
$40.5K +$3.08K +63 +7%
LB
510
Legacy Bridge
Iowa
$40.4K – – –
POIA
511
Pin Oak Investment Advisors
Texas
$40K – – –
DJSG
512
D.J. St. Germain
Massachusetts
$37.7K +$41.5K +849 New
NA
513
NewEdge Advisors
Louisiana
$37.5K -$51.1K -1,047 -55%
LAM
514
LOM Asset Management
$37.1K – – –
ZBNA
515
Zions Bancorporation, National Association
Utah
$36.3K +$16K +328 +67%
CSP
516
Cary Street Partners
Virginia
$36K – – –
RBC
517
Roble Belko & Company
Pennsylvania
$34K – – –
ECSS
518
Eurizon Capital SGR SpA
$32.5K -$169K -3,454 -83%
AssetMark Inc
519
AssetMark Inc
California
$31.7K +$1.51K +31 +5%
HI
520
Harbour Investments
Wisconsin
$31.5K -$11.3K -231 -25%
BWA
521
Basecamp Wealth Advisors
Washington
$29.4K – – –
BT
522
Banque Transatlantique
France
$26.7K +$29.3K +600 New
MHIP
523
Mountain Hill Investment Partners
New Jersey
$26.5K – – –
TC
524
Truvestments Capital
Florida
$26.1K – – –
CFB
525
Cullen/Frost Bankers
Texas
$25.6K -$25.4K -521 -48%