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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
WTC
426
WhitTier Trust Company
Nevada
$652K
MPM
427
Meritage Portfolio Management
Kansas
$649K
WAM
428
Wolverine Asset Management
Illinois
$645K
BSAM
429
Blue Square Asset Management
New York
$644K -$212K -6,687 -25%
MWM
430
Mattern Wealth Management
Kansas
$641K
MOS
431
MGO One Seven
Ohio
$639K +$23.2K +735 +4%
FPF
432
First Pacific Financial
Washington
$636K +$618K +19,540 New
SG Americas Securities
433
SG Americas Securities
New York
$635K -$7.97K -252 -1%
NCM
434
Next Capital Management
New York
$634K +$616K +19,483 New
PGFC
435
Peapack-Gladstone Financial Corp
New Jersey
$619K -$17.6K -557 -3%
BAM
436
Belpointe Asset Management
Nevada
$615K
GPA
437
Garrison Point Advisors
California
$611K
Fisher Asset Management
438
Fisher Asset Management
Washington
$604K +$8.79K +278 +2%
PP
439
Paloma Partners
Connecticut
$592K +$575K +18,184 New
SWM
440
Segment Wealth Management
Texas
$588K
SWM
441
Spire Wealth Management
Virginia
$587K +$126K +3,981 +28%
CSI
442
Cross Staff Investments
New York
$586K +$569K +17,993 New
HWM
443
HB Wealth Management
Georgia
$586K +$570K +18,008 New
YWP
444
YorkBridge Wealth Partners
New York
$585K
PSUF
445
People's United Financial
Connecticut
$577K -$31.6K -999 -5%
FP
446
Financial Perspectives
Minnesota
$573K +$557K +17,616 New
CSIC
447
Clifford Swan Investment Counsel
California
$571K
WIM
448
Wittenberg Investment Management
Massachusetts
$571K
SCM
449
SKBA Capital Management
California
$566K
LWAC
450
Laurel Wealth Advisors (California)
California
$564K