We are live on ! Find out more
BN icon

Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
YWP
401
YorkBridge Wealth Partners
New York
$445K -$20.8K -934 -5%
RWM
402
Ritholtz Wealth Management
New York
$439K +$105K +4,698 +34%
PGFC
403
Peapack-Gladstone Financial Corp
New Jersey
$438K -$12.5K -560 -3%
MOS
404
MGO One Seven
Ohio
$437K +$11.6K +518 +3%
SWM
405
Segment Wealth Management
Texas
$434K
RJT
406
Raymond James Trust
Florida
$433K -$48.7K -2,186 -11%
HB
407
Homrich & Berg
Georgia
$432K
COF
408
Capital One Financial
Virginia
$431K -$265K -11,865 -40%
MC
409
Moors & Cabot
Massachusetts
$428K +$21.4K +959 +6%
BAM
410
Belpointe Asset Management
Nevada
$423K +$119K +5,338 +43%
WIM
411
Wittenberg Investment Management
Massachusetts
$421K
CMO
412
Covenant Multifamily Offices
Texas
$421K +$394K +17,674 New
LWAC
413
Laurel Wealth Advisors (California)
California
$416K +$2.72K +122 +0.7%
SCM
414
SKBA Capital Management
California
$413K +$16.7K +748 +5%
CCM
415
Coe Capital Management
Illinois
$412K -$105K -4,690 -21%
AMCA
416
Arthur M. Cohen & Associates
Illinois
$410K -$30.4K -1,364 -7%
PCP
417
Proficio Capital Partners
Massachusetts
$410K +$384K +17,209 New
LIM
418
Lagoda Investment Management
New York
$401K +$137K +6,166 +58%
AF
419
Apexium Financial
Texas
$398K
RE
420
RBC Europe
United Kingdom
$397K -$10.4K -467 -3%
ACP
421
Arcus Capital Partners
Georgia
$393K +$23.7K +1,061 +7%
IWC
422
Integrated Wealth Concepts
Massachusetts
$388K +$111 +5 +0%
M&T Bank
423
M&T Bank
New York
$384K -$177K -7,947 -33%
CCM
424
Covington Capital Management
California
$382K
WCM
425
Weld Capital Management
New York
$378K -$111K -4,985 -24%