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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
JF
351
Jump Financial
Illinois
$746K +$424K +18,816 +111%
S
352
SimplyRich
California
$737K
WKWM
353
Walter & Keenan Wealth Management
Indiana
$721K +$6.76K +300 +0.9%
SFS
354
Sowell Financial Services
Arkansas
$720K +$75.5K +3,352 +11%
WTA
355
Washington Trust Advisors
Massachusetts
$708K +$650K +28,844 +562%
SC
356
Searle & Co
Connecticut
$707K
CAM
357
Cresset Asset Management
Illinois
$703K +$143K +6,360 +23%
GT
358
Glenmede Trust
Pennsylvania
$691K -$65.8K -2,922 -8%
BCA
359
Bray Capital Advisors
Florida
$683K +$1.01K +45 +0.1%
HIMC
360
Heritage Investors Management Corp
Maryland
$671K +$5.25K +233 +0.7%
CT
361
Clearstead Trust
Maine
$667K -$87.3K -3,876 -11%
NS
362
NBC Securities
Alabama
$659K +$712K +31,614 New
Vanguard Personalized Indexing Management
363
Vanguard Personalized Indexing Management
California
$659K +$175K +7,780 +33%
HWM
364
Hemington Wealth Management
Virginia
$652K
WCM Investment Management
365
WCM Investment Management
California
$651K -$196K -8,682 -22%
ASA
366
Armstrong Shaw Associates
Connecticut
$640K
MGWM
367
Marks Group Wealth Management
Minnesota
$636K +$69K +3,063 +11%
BRWA
368
B. Riley Wealth Advisors
Florida
$626K -$12.9K -571 -2%
IWC
369
Integrated Wealth Concepts
Massachusetts
$615K +$98.1K +4,355 +17%
LAM
370
Lakewood Asset Management
Illinois
$613K -$118K -5,253 -15%
LCM
371
Lewis Capital Management
California
$610K -$6.22K -276 -0.9%
PAS
372
Park Avenue Securities
New York
$605K +$294K +13,062 +82%
HBCM
373
Heron Bay Capital Management
Michigan
$572K -$45.4K -2,014 -7%
PCP
374
Proficio Capital Partners
Massachusetts
$570K +$4.53K +201 +0.7%
WI
375
Wintrust Investments
Illinois
$569K +$8.45K +375 +1%