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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
Asset Management One
351
Asset Management One
Japan
$929K +$867K +33,846 New
CAPTRUST Financial Advisors
352
CAPTRUST Financial Advisors
North Carolina
$915K -$2.74K -107 -0.3%
FT
353
Fiduciary Trust
Massachusetts
$896K +$114K +4,443 +16%
PP
354
PDT Partners
New York
$879K -$3.59M -140,088 -81%
WI
355
Wintrust Investments
Illinois
$872K -$44K -1,717 -5%
Cetera Investment Advisers
356
Cetera Investment Advisers
Illinois
$856K +$157K +6,132 +25%
BA
357
Bridgewater Associates
Connecticut
$837K -$5.46K -213 -0.7%
BSAM
358
Blue Square Asset Management
New York
$827K +$31.5K +1,229 +4%
LPT
359
Legacy Private Trust
Wisconsin
$816K -$197K -7,682 -21%
RCC
360
Red Cedar Capital
Nebraska
$816K -$5.33K -208 -0.7%
GIBU
361
Gulf International Bank (UK)
United Kingdom
$808K -$57.9K -2,261 -7%
RIG
362
Roosevelt Investment Group
New York
$805K -$5.25K -205 -0.7%
CRC
363
Curi RMB Capital
Illinois
$794K +$60.1K +2,348 +9%
GC
364
Gilbert & Cook
Iowa
$788K +$27.6K +1,077 +4%
FTDI
365
First Trust Direct Indexing
Massachusetts
$781K +$156K +6,099 +27%
CFS
366
CRA Financial Services
New Jersey
$765K -$4.97K -194 -0.7%
LCS
367
Levin Capital Strategies
New York
$762K -$4.97K -194 -0.7%
GFS
368
GYL Financial Synergies
Connecticut
$751K -$4.89K -191 -0.7%
JAFL
369
Jay A. Fishman Ltd
Michigan
$730K -$49.6K -1,937 -7%
CW
370
CreativeOne Wealth
Kansas
$728K +$40.4K +1,578 +6%
IA
371
IFP Advisors
Florida
$692K -$11.7K -457 -2%
LA
372
LVW Advisors
New York
$680K -$4.43K -173 -0.7%
GWM
373
Geneos Wealth Management
Colorado
$665K -$4.33K -169 -0.7%
EWM
374
Empirical Wealth Management
Washington
$662K -$4.33K -169 -0.7%
CIC
375
Crawford Investment Counsel
Georgia
$654K -$4.25K -166 -0.7%