We are live on ! Find out more
BN icon

Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
226
Kovitz Investment Group Partners
Illinois
$5.53M +$536K +20,071 +10%
TCOV
227
Trust Company of Vermont
Vermont
$5.49M -$631K -23,621 -9%
LIP
228
Liontrust Investment Partners
United Kingdom
$5.48M
GWM
229
Graybill Wealth Management
Illinois
$5.36M -$152K -5,687 -2%
LOAMS
230
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.32M +$4.48M +167,726 +308%
WJWM
231
Williams Jones Wealth Management
New York
$5.17M +$3.35M +125,292 +139%
FTB
232
First Trust Bank
Bahamas
$5.13M
MGWM
233
Marks Group Wealth Management
Minnesota
$5.13M +$131K +4,895 +2%
MGIA
234
Moneta Group Investment Advisors
Missouri
$5.08M +$650K +24,312 +13%
Baird Financial Group
235
Baird Financial Group
Wisconsin
$4.97M +$3.69K +138 +0.1%
AllianceBernstein
236
AllianceBernstein
Tennessee
$4.94M +$95.2K +3,561 +2%
PFPT
237
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.72M +$39.6K +1,481 +0.8%
PCA
238
Providence Capital Advisors
North Carolina
$4.55M -$111K -4,147 -2%
V
239
Veritable
Delaware
$4.55M -$187K -6,997 -4%
PIC
240
PCJ Investment Counsel
Ontario, Canada
$4.52M -$2.67M -99,845 -35%
SCC
241
Steel Canyon Capital
Arizona
$4.45M -$885K -33,104 -15%
OC
242
Oppenheimer & Co
New York
$4.37M -$633K -23,671 -11%
ACIM
243
Azimuth Capital Investment Management
Michigan
$4.34M +$4.84M +181,078 New
JMPWA
244
JP Morgan Private Wealth Advisors
California
$4.33M +$193K +7,213 +4%
SWM
245
Salvus Wealth Management
New Jersey
$4.32M -$10.2K -380 -0.2%
DGAM
246
Desjardins Global Asset Management
Quebec, Canada
$4.24M +$4.73M +177,059 New
JAM
247
JCIC Asset Management
Ontario, Canada
$4.2M -$2.23M -83,625 -32%
CANC
248
Culbertson A N & Co
Virginia
$4.16M +$23.2K +869 +0.5%
AUB
249
Atlantic Union Bankshares
Virginia
$4.09M -$143K -5,342 -3%
Man Group
250
Man Group
United Kingdom
$4.08M -$7.7M -288,270 Closed