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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
351
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.68M
AG
352
AlTi Global
New York
$1.68M
EHC
353
Everett Harris & Co
California
$1.68M
AV
354
ASR Vermogensbeheer
Netherlands
$1.63M +$1.76M +46,640 New
TCOV
355
Trust Company of Vermont
Vermont
$1.62M -$67.1K -1,776 -4%
WT
356
Whittier Trust
California
$1.61M -$280K -7,398 -14%
HCP
357
Holt Capital Partners
Texas
$1.6M
VPI
358
Value Partners Investments
Manitoba, Canada
$1.58M +$349K +9,231 +26%
P
359
Pitcairn
Pennsylvania
$1.55M +$59.9K +1,584 +4%
EWM
360
Evercore Wealth Management
New York
$1.54M
SF
361
Summit Financial
New Jersey
$1.54M +$104K +2,756 +7%
CL
362
Choreo LLC
Illinois
$1.53M -$776K -20,538 -32%
MIM
363
Moseley Investment Management
Florida
$1.51M
Acadian Asset Management
364
Acadian Asset Management
Massachusetts
$1.48M -$2.34M -62,024 -59%
BIM
365
Bridges Investment Management
Nebraska
$1.48M +$140K +3,712 +10%
SEI Investments
366
SEI Investments
Pennsylvania
$1.45M -$116K -3,057 -7%
P
367
&Partners
Tennessee
$1.43M +$69.3K +1,833 +5%
HS
368
HighVista Strategies
Massachusetts
$1.43M +$1.54M +40,800 New
PCM
369
Parsons Capital Management
Rhode Island
$1.41M
AG
370
Algert Global
California
$1.4M -$260K -6,885 -15%
GC
371
Gilbert & Cook
Iowa
$1.38M +$50.4K +1,333 +4%
PIA
372
Powell Investment Advisors
Florida
$1.36M
WA
373
Waverly Advisors
Alabama
$1.36M +$467K +12,357 +47%
N
374
Natixis
France
$1.35M +$41K +1,084 +3%
KWM
375
Koa Wealth Management
California
$1.32M -$133K -3,526 -9%