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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
401
HB Wealth Management
Georgia
$396K +$1.4K +66 +0.4%
IA
402
IFP Advisors
Florida
$386K -$47.7K -2,250 -12%
WT
403
Whittier Trust
California
$383K
JF
404
Jump Financial
Illinois
$381K +$360K +16,964 New
VFA
405
Voya Financial Advisors
Connecticut
$378K -$3.75K -177 -1%
IWA
406
Intercontinental Wealth Advisors
Texas
$377K
SFA
407
Sequoia Financial Advisors
Ohio
$368K +$41.1K +1,939 +13%
WTC
408
WhitTier Trust Company
Nevada
$363K
MPM
409
Meritage Portfolio Management
Kansas
$362K
WAM
410
Wolverine Asset Management
Illinois
$360K
ICG
411
InterOcean Capital Group
Tennessee
$357K +$24.7K +1,167 +8%
PAS
412
Park Avenue Securities
New York
$356K +$336K +15,836 New
AIM
413
Anchor Investment Management
South Carolina
$355K -$186K -8,769 -36%
NCM
414
Next Capital Management
New York
$353K
MWM
415
Mattern Wealth Management
Kansas
$353K
GPA
416
Garrison Point Advisors
California
$341K
DWT
417
Dorsey & Whitney Trust
South Dakota
$335K -$4.03K -190 -1%
LPT
418
Legacy Private Trust
Wisconsin
$333K -$86.2K -4,068 -22%
M&T Bank
419
M&T Bank
New York
$332K -$6.02K -284 -2%
SWM
420
Segment Wealth Management
Texas
$328K
GWMIA
421
Global Wealth Management Investment Advisory
Florida
$326K +$34.5K +1,626 +13%
4WM
422
4J Wealth Management
Virginia
$325K -$21K -992 -6%
PM
423
Pembroke Management
Quebec, Canada
$323K +$47K +2,217 +26%
FW
424
FirstPurpose Wealth
Utah
$322K +$8.01K +378 +3%
GT
425
Glenview Trust
Kentucky
$320K -$44.1K -2,082 -13%