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Brookfield
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Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
426
4J Wealth Management
Virginia
$310K +$281K +14,042 New
VCM
427
Vivaldi Capital Management
Illinois
$309K -$60 -3 -0%
FFG
428
Frisch Financial Group
New York
$304K +$6.21K +310 +2%
RWM
429
Ritholtz Wealth Management
New York
$304K +$27.1K +1,353 +11%
BCI
430
Brinker Capital Investments
Pennsylvania
$302K +$274K +13,666 New
ANTB
431
AMG National Trust Bank
Colorado
$301K +$40.3K +2,011 +17%
BJL
432
Brighton Jones LLC
Washington
$295K +$267K +13,354 New
BC
433
Bartlett & Co
Ohio
$294K -$112K -5,606 -30%
BCWM
434
Bartlett & Co Wealth Management
Ohio
$294K -$112K -5,606 -30%
IC
435
Intersect Capital
California
$289K +$1.24K +62 +0.5%
GAM
436
Gould Asset Management
California
$280K +$16.1K +804 +7%
BAM
437
Belpointe Asset Management
Nevada
$274K +$248K +12,411 New
IAA
438
Independent Advisor Alliance
North Carolina
$270K +$245K +12,218 New
NFG
439
Next Financial Group
Texas
$265K – – –
ETI
440
Enterprise Trust & Investment
California
$261K – – –
FWIA
441
Fort Washington Investment Advisors
Ohio
$260K -$12.6K -630 -5%
BF
442
BOK Financial
Oklahoma
$258K – – –
BBHC
443
Brown Brothers Harriman & Co
New York
$256K – – –
DADC
444
D.A. Davidson & Co
Montana
$255K -$4.14K -207 -2%
NFGCM
445
Norman Fields Gottscho Capital Management
New York
$251K – – –
PFS
446
Prospera Financial Services
Texas
$250K +$226K +11,312 New
TRCT
447
Tower Research Capital (TRC)
New York
$247K -$75.2K -3,755 -25%
MPCG
448
Matrix Private Capital Group
New York
$246K +$223K +11,140 New
IWA
449
Intercontinental Wealth Advisors
Texas
$240K +$217K +10,847 New
NL
450
NWAM LLC
Washington
$240K +$218K +10,886 New
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