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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
351
Valeo Financial Advisors
Indiana
$110K +$56.1K +3,929 +122%
FPFS
352
First Personal Financial Services
North Carolina
$105K +$2.04K +143 +2%
FHA
353
Flagship Harbor Advisors
Massachusetts
$99K +$98.7K +6,912 New
BWA
354
Burt Wealth Advisors
Maryland
$96K
POIA
355
Pin Oak Investment Advisors
Texas
$96K
FA
356
Fortis Advisors
Pennsylvania
$95K +$82K +5,745 +683%
PCP
357
Proficio Capital Partners
Massachusetts
$91K -$2.23K -156 -2%
OFW
358
Omnia Family Wealth
Florida
$91K
TSW
359
Thompson Siegel & Walmsley
Virginia
$91K
CF
360
Centaurus Financial
California
$89K +$88.3K +6,186 New
GWS
361
Glassman Wealth Services
Virginia
$84K -$1.01K -71 -1%
SEI Investments
362
SEI Investments
Pennsylvania
$78K +$66.5K +4,661 +618%
BC
363
Bartlett & Co
Ohio
$73K -$6.79K -476 -9%
BCWM
364
Bartlett & Co Wealth Management
Ohio
$73K -$6.79K -476 -9%
ST
365
Smithfield Trust
Pennsylvania
$71K
ASN
366
Advisory Services Network
Georgia
$70K -$27.3K -1,914 -29%
SIAS
367
Shine Investment Advisory Services
Colorado
$70K
APA
368
American Portfolios Advisors
New York
$67.3K +$12.4K +869 +23%
CBOA
369
Commonwealth Bank of Australia
Australia
$65K +$18.3K +1,284 +38%
NSIM
370
North Star Investment Management
Illinois
$56K +$10K +701 +22%
EA
371
Edge Advisors
Georgia
$54K
WT
372
Washington Trust
Rhode Island
$51K +$50.6K +3,545 New
ECM
373
Estabrook Capital Management
New York
$50.7K
SIA
374
SeaBridge Investment Advisors
New Jersey
$49K
TWA
375
TCI Wealth Advisors
Arizona
$49K