We are live on ! Find out more
BN icon

Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
376
Waldron Private Wealth
Pennsylvania
$588K +$630K +27,978 New
IWC
377
Integrated Wealth Concepts
Massachusetts
$582K +$227K +10,078 +60%
API
378
Advisor Partners II
California
$574K -$143K -6,345 -19%
CSIA
379
Carl Stuart Investment Advisor
Texas
$569K +$338 +15 New
LOAMS
380
Lombard Odier Asset Management (Switzerland)
Switzerland
$562K -$13.7K -607 -4%
KPWS
381
Kestra Private Wealth Services
Texas
$559K +$211K +9,375 +57%
WI
382
Wintrust Investments
Illinois
$554K +$574K +25,499 New
VAS
383
Vestmark Advisory Solutions
Massachusetts
$548K +$113K +5,005 +25%
CRC
384
Curi RMB Capital
Illinois
$544K +$11.8K +525 +2%
MGWM
385
Marks Group Wealth Management
Minnesota
$544K -$4.84M -214,873 -90%
AIM
386
Anchor Investment Management
South Carolina
$534K -$3.99K -177 -0.7%
BS
387
Bessemer Securities
New York
$524K -$105K -4,650 -16%
DI
388
DFPG Investments
Utah
$509K +$36.5K +1,619 +7%
IA
389
IFP Advisors
Florida
$507K -$491K -21,810 -53%
VPI
390
Value Partners Investments
Manitoba, Canada
$506K +$111K +4,946 +27%
AWM
391
AE Wealth Management
Kansas
$499K +$16.1K +713 +3%
Verition Fund Management
392
Verition Fund Management
Connecticut
$491K -$662K -29,374 -57%
CP
393
Cumberland Partners
Ontario, Canada
$490K -$1.57M -69,750 -76%
AC
394
Avenir Corporation
Virginia
$489K
RJT
395
Raymond James Trust
Florida
$482K +$2.19K +97 +0.4%
HBCM
396
Heron Bay Capital Management
Michigan
$473K +$99.4K +4,412 +25%
Lido Advisors
397
Lido Advisors
California
$461K -$144K -6,389 -20%
FFA
398
Farther Finance Advisors
California
$450K -$52.1K -2,313 -10%
MC
399
Moors & Cabot
Massachusetts
$448K -$14.6K -649 -3%
Vanguard Personalized Indexing Management
400
Vanguard Personalized Indexing Management
California
$438K +$74.5K +3,309 +20%