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Brookfield Asset Management

Name Holding Trade Value Shares
Change
Change in
Stake
WCM Investment Management
201
WCM Investment Management
California
$939K +$3.86K +120 +0.4%
JMPWA
202
JP Morgan Private Wealth Advisors
California
$924K -$54.4K -1,691 -6%
DR
203
Davis Rea
Ontario, Canada
$873K -$116K -3,614 -12%
MGIA
204
Moneta Group Investment Advisors
Missouri
$839K -$197K -6,134 -24%
Ensign Peak Advisors
205
Ensign Peak Advisors
Utah
$826K
LC
206
Lincoln Capital
Nebraska
$822K -$4.57K -142 -0.6%
OQS
207
Occudo Quantitative Strategies
Florida
$814K +$802K +24,945 New
AllianceBernstein
208
AllianceBernstein
Tennessee
$808K -$7.75K -241 -1%
TWD
209
True Wealth Design
Ohio
$796K +$784K +24,378 +221,618%
VCM
210
Vetamer Capital Management
California
$785K -$798K -24,818 -51%
SWM
211
Salvus Wealth Management
New Jersey
$780K +$611 +19 +0.1%
M&T Bank
212
M&T Bank
New York
$768K +$83.2K +2,588 +12%
William Blair & Company
213
William Blair & Company
Illinois
$751K -$286K -8,908 -28%
Legal & General Group
214
Legal & General Group
United Kingdom
$747K -$738K -22,935 -50%
PFPT
215
Pinnacle Financial Partners (Tennessee)
Tennessee
$745K -$2.28K -71 -0.3%
Citigroup
216
Citigroup
New York
$714K +$117K +3,632 +20%
BFC
217
Blue Fin Capital
Rhode Island
$710K +$13.6K +424 +2%
KSWA
218
Kathleen S. Wright Associates
Pennsylvania
$692K -$441K -13,715 -39%
WW
219
Waterfront Wealth
Kansas
$680K -$14.2K -442 -2%
PAG
220
Private Advisor Group
New Jersey
$670K +$47K +1,463 +8%
CF
221
Canoe Financial
Alberta, Canada
$668K
SAM
222
Shell Asset Management
Netherlands
$650K -$186K -5,775 -22%
AA
223
Ancora Advisors
Ohio
$638K +$26.2K +816 +4%
HWA
224
Heritage Wealth Advisors
Virginia
$623K -$3.06K -95 -0.5%
CW
225
CreativeOne Wealth
Kansas
$619K +$43.9K +1,366 +8%