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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
HIMC
376
Heritage Investors Management Corp
Maryland
$875K
KAS
377
Kestra Advisory Services
Texas
$874K +$44.1K +1,584 +5%
HWM
378
Hemington Wealth Management
Virginia
$871K
BRWA
379
B. Riley Wealth Advisors
Florida
$869K +$37.3K +1,339 +4%
RRA
380
Round Rock Advisors
Connecticut
$851K
RWM
381
Ritholtz Wealth Management
New York
$848K +$6.74K +242 +0.8%
WI
382
Wintrust Investments
Illinois
$846K
PWG
383
Portside Wealth Group
Utah
$833K -$60.9K -2,187 -7%
Balyasny Asset Management
384
Balyasny Asset Management
Illinois
$831K -$11.9M -425,986 -93%
LAM
385
Lakewood Asset Management
Illinois
$818K
IWC
386
Integrated Wealth Concepts
Massachusetts
$812K -$116K -4,171 -12%
WKWM
387
Walter & Keenan Wealth Management
Indiana
$812K -$146K -5,250 -15%
NS
388
NBC Securities
Alabama
$797K -$27.2K -975 -3%
MGWM
389
Marks Group Wealth Management
Minnesota
$762K -$67.7K -2,432 -8%
SWM
390
Segment Wealth Management
Texas
$759K
SFA
391
Sequoia Financial Advisors
Ohio
$759K +$99.8K +3,582 +15%
GCP
392
GSA Capital Partners
United Kingdom
$753K +$41.3K +1,483 +6%
QCM
393
Quantinno Capital Management
New York
$747K +$229K +8,205 +44%
CT
394
Clearstead Trust
Maine
$730K -$13K -468 -2%
RFC
395
Regions Financial Corp
Alabama
$716K +$19.1K +687 +3%
WT
396
Whittier Trust
California
$713K
GT
397
Glenview Trust
Kentucky
$706K -$37.6K -1,350 -5%
FPF
398
First Pacific Financial
Washington
$699K +$32.1K +1,152 +5%
HBCM
399
Heron Bay Capital Management
Michigan
$698K +$8.8K +316 +1%
CIA
400
Compass Ion Advisors
Pennsylvania
$680K