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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
PWG
326
Portside Wealth Group
Utah
$971K +$73K +3,239 +7%
MIM
327
Meixler Investment Management
Arizona
$960K -$67.1K -2,981 -6%
Wealth Enhancement Advisory Services
328
Wealth Enhancement Advisory Services
Minnesota
$958K +$1.03M +45,879 New
EWM
329
Evercore Wealth Management
New York
$950K
HCP
330
Holt Capital Partners
Texas
$944K
STA
331
Summit Trail Advisors
New York
$942K
KeyBank National Association
332
KeyBank National Association
Ohio
$928K +$70.6K +3,135 +8%
EHC
333
Everett Harris & Co
California
$912K
CFM
334
Coronation Fund Managers
South Africa
$885K +$956K +42,446 New
BFG
335
Beacon Financial Group
Texas
$863K +$855K +37,952 New
QC
336
Quadrature Capital
United Kingdom
$863K +$228K +10,108 +32%
KAS
337
Kestra Advisory Services
Texas
$861K -$2.63K -117 -0.3%
CIA
338
Compass Ion Advisors
Pennsylvania
$849K +$870K +38,637 New
YCM
339
Yousif Capital Management
Michigan
$848K +$14.2K +630 +2%
PCM
340
Parsons Capital Management
Rhode Island
$841K
MCM
341
McKinley Capital Management
Alaska
$815K +$13.9K +615 +2%
PIA
342
Powell Investment Advisors
Florida
$814K
CG
343
Cynosure Group
Utah
$810K -$22.2K -985 -2%
TIAA Trust, National Association
344
TIAA Trust, National Association
North Carolina
$787K +$850K +37,748 New
SCC
345
Steel Canyon Capital
Arizona
$782K +$169K +7,493 +25%
PWA
346
Provenance Wealth Advisors
Florida
$782K +$845K +37,514 New
FIA
347
Foundations Investment Advisors
Arizona
$780K +$843K +37,418 New
PGAM
348
Princeton Global Asset Management
New Jersey
$769K
Cetera Investment Advisers
349
Cetera Investment Advisers
Illinois
$751K +$45.7K +2,029 +6%
Simplex Trading
350
Simplex Trading
Illinois
$749K +$809K +35,933 New