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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
NW
401
NewEdge Wealth
Pennsylvania
$492K -$157K -6,994 -23%
FFA
402
Farther Finance Advisors
California
$483K +$516K +23,036 New
MCM
403
Mitchell Capital Management
Kansas
$481K -$148K -6,598 -22%
CFS
404
CRA Financial Services
New Jersey
$479K -$121K -5,413 -19%
AC
405
Avenir Corporation
Virginia
$472K -$15.6K -694 -3%
AWM
406
AE Wealth Management
Kansas
$467K -$113K -5,050 -18%
RJT
407
Raymond James Trust
Florida
$463K -$102K -4,544 -17%
RCC
408
Red Cedar Capital
Nebraska
$460K -$131K -5,832 -19%
MC
409
Moors & Cabot
Massachusetts
$446K -$111K -4,960 -19%
FTDI
410
First Trust Direct Indexing
Massachusetts
$445K -$126K -5,629 -21%
AG
411
AIA Group
Hong Kong
$443K -$356K -15,899 -43%
BCM
412
Basso Capital Management
Connecticut
$433K +$462K +20,625 New
VAS
413
Vestmark Advisory Solutions
Massachusetts
$424K -$141K -6,299 -24%
WT
414
Whittier Trust
California
$421K -$236K -10,512 -34%
LOAMS
415
Lombard Odier Asset Management (Switzerland)
Switzerland
$420K -$3.64M -162,499 -92%
LPT
416
Legacy Private Trust
Wisconsin
$411K -$104K -4,639 -19%
FPF
417
First Pacific Financial
Washington
$408K -$70.1K -3,126 -14%
CIC
418
Crawford Investment Counsel
Georgia
$403K -$102K -4,559 -19%
LSWM
419
Lorne Steinberg Wealth Management
Canada
$397K +$425K +18,965 New
GIBU
420
Gulf International Bank (UK)
United Kingdom
$394K -$89.6K -3,995 -18%
BAMF
421
BI Asset Management Fondsmaeglerselskab
Denmark
$387K +$414K +18,458 New
DLA
422
Douglas Lane & Associates
New York
$385K -$97.6K -4,355 -19%
VPI
423
Value Partners Investments
Manitoba, Canada
$385K +$8.03K +358 +2%
RCA
424
Resonant Capital Advisors
Wisconsin
$385K -$57.9K -2,584 -12%
TGAM
425
TBH Global Asset Management
Tennessee
$383K -$133K -5,924 -24%