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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
VAS
401
Vestmark Advisory Solutions
Massachusetts
$813K +$515K +17,213 +182%
FTDI
402
First Trust Direct Indexing
Massachusetts
$779K -$22.2K -742 -3%
CA
403
Clearstead Advisors
Ohio
$768K +$29.6K +989 +4%
Cetera Investment Advisers
404
Cetera Investment Advisers
Illinois
$764K -$14.4K -481 -2%
LA
405
LVW Advisors
New York
$760K -$28K -935 -4%
LIM
406
Lagoda Investment Management
New York
$758K +$44.4K +1,485 +6%
GIBU
407
Gulf International Bank (UK)
United Kingdom
$747K
RJT
408
Raymond James Trust
Florida
$734K +$7.65K +256 +1%
GWM
409
Geneos Wealth Management
Colorado
$732K -$897 -30 -0.1%
IFWM
410
Institute for Wealth Management
Colorado
$731K +$716K +23,964 New
EWM
411
Empirical Wealth Management
Washington
$729K
CIC
412
Crawford Investment Counsel
Georgia
$726K
Barclays
413
Barclays
United Kingdom
$722K -$5.11M -170,784 -88%
DLA
414
Douglas Lane & Associates
New York
$713K -$9.39K -314 -1%
AC
415
Avenir Corporation
Virginia
$707K
AIM
416
Aigen Investment Management
New York
$700K -$555K -18,570 -45%
AG
417
AIA Group
Hong Kong
$699K +$426K +14,238 +164%
ACP
418
Arcus Capital Partners
Georgia
$687K -$1.05K -35 -0.2%
RCA
419
Resonant Capital Advisors
Wisconsin
$686K -$8.04K -269 -1%
MC
420
Moors & Cabot
Massachusetts
$676K -$42.7K -1,429 -6%
Capital Fund Management (CFM)
421
Capital Fund Management (CFM)
France
$662K +$649K +21,698 New
FWP
422
Firethorn Wealth Partners
Georgia
$658K -$6.55K -219 -1%
CAM
423
Claret Asset Management
Quebec, Canada
$658K +$21.5K +720 +3%
Cerity Partners
424
Cerity Partners
New York
$655K +$236K +7,890 +58%
CFB
425
Cullen/Frost Bankers
Texas
$652K -$90 -3 -0%