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Brookfield Renewable

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
201
Dorchester Wealth Management
Quebec, Canada
$408K -$106K -2,079 -19%
Allianz Asset Management
202
Allianz Asset Management
Germany
$402K -$276K -5,411 -39%
MIM
203
Moseley Investment Management
Florida
$390K +$248K +4,864 +141%
QT
204
Quantbot Technologies
New York
$390K +$426K +8,343 New
BHTS
205
Bar Harbor Trust Services
Maine
$381K +$153K +3,001 +58%
Stifel Financial
206
Stifel Financial
Missouri
$365K -$2.08M -40,799 -84%
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$358K +$258K +5,045 +195%
MFS
208
Mirabella Financial Services
United Kingdom
$353K -$53.5K -1,047 -12%
CAG
209
Crestwood Advisors Group
Massachusetts
$353K – – –
PP
210
PDT Partners
New York
$352K -$67K -1,313 -15%
M
211
Mirova
France
$351K +$153K +3,000 +67%
OFS
212
OneAscent Financial Services
Alabama
$334K +$52.2K +1,023 +17%
OWP
213
Obermeyer Wealth Partners
Colorado
$327K +$357K +6,984 New
BIM
214
Baldwin Investment Management
Pennsylvania
$325K – – –
SLA
215
Silver Lake Advisory
Utah
$320K – – –
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$309K +$33.6K +658 +11%
SPC
217
Sigma Planning Corp
Michigan
$307K +$136K +2,660 +68%
SM
218
Sciencast Management
New Jersey
$306K +$334K +6,540 New
GC
219
Guggenheim Capital
Illinois
$304K -$1.12K -22 -0.3%
GWM
220
Gitterman Wealth Management
New Jersey
$304K +$331K +6,489 New
V
221
Veritable
Delaware
$299K -$15.4K -302 -5%
ACM
222
Adalta Capital Management
New York
$281K – – –
RMCM
223
Reynders McVeigh Capital Management
Massachusetts
$279K – – –
QI
224
QS Investors
New York
$279K +$128K +2,500 +72%
Marshall Wace
225
Marshall Wace
United Kingdom
$272K +$296K +5,800 New