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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
226
Legacy Financial Advisors
Kentucky
$872K +$214K +14,770 +31%
BFS
227
Bradley Foster & Sargent
Connecticut
$867K
MAA
228
Mraz Amerine & Associates
California
$866K
Schroder Investment Management Group
229
Schroder Investment Management Group
United Kingdom
$854K +$690K +47,666 New
Rockefeller Capital Management
230
Rockefeller Capital Management
New York
$821K +$855K +59,034 New
LCS
231
Levin Capital Strategies
New York
$819K
PFM
232
Parsec Financial Management
North Carolina
$802K -$10.3K -712 -1%
BNP Paribas Asset Management
233
BNP Paribas Asset Management
France
$800K +$102K +7,080 +14%
HWA
234
Heritage Wealth Advisors
Virginia
$800K +$134K +9,249 +19%
NA
235
Neuburgh Advisers
California
$796K
HCP
236
Holt Capital Partners
Texas
$779K +$16.2K +1,121 +2%
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$769K -$20.1K -1,392 -2%
LWCFA
238
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$757K
NP
239
Ninepoint Partners
Ontario, Canada
$746K -$1.19M -82,443 -61%
BF
240
BOK Financial
Oklahoma
$713K -$203K -14,013 -21%
BAS
241
Brown Advisory Securities
Maryland
$712K -$163K -11,295 -18%
SP
242
Sarasin & Partners
United Kingdom
$702K
Massachusetts Financial Services
243
Massachusetts Financial Services
Massachusetts
$700K +$33K +2,279 +5%
LPL Financial
244
LPL Financial
California
$688K +$79.5K +5,493 +12%
DWM
245
Doyle Wealth Management
Florida
$674K +$38.9K +2,688 +6%
FCM
246
Flinton Capital Management
Pennsylvania
$655K
PIC
247
Portland Investment Counsel
Ontario, Canada
$653K -$16.2K -1,121 -2%
S
248
SimplyRich
California
$644K -$88.8K -6,138 -12%
AWM
249
Avior Wealth Management
Nebraska
$638K +$75.5K +5,213 +13%
OC
250
Oakworth Capital
Alabama
$615K -$48.1K -3,321 -7%