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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
FPF
426
First Pacific Financial
Washington
$942K -$30.1K -799 -3%
SC
427
Schubert & Co
Texas
$941K +$5.65K +150 +0.6%
CWM
428
Congress Wealth Management
Massachusetts
$937K -$305K -8,100 -25%
GT
429
Glenmede Trust
Pennsylvania
$935K -$847K -22,483 -48%
New York State Common Retirement Fund
430
New York State Common Retirement Fund
New York
$912K +$897K +23,820 New
ASN
431
Advisory Services Network
Georgia
$909K -$660K -17,525 -42%
CA
432
Cornerstone Advisory
Maryland
$903K +$838K +22,245 New
VT
433
Vise Technologies
New York
$903K +$405K +10,739 +84%
MGWM
434
Marks Group Wealth Management
Minnesota
$902K -$88.3K -2,345 -9%
CIA
435
Compass Ion Advisors
Pennsylvania
$900K
SWA
436
Strata Wealth Advisors
Texas
$899K
AWM
437
Apollon Wealth Management
South Carolina
$896K +$19.1K +507 +2%
NW
438
NewEdge Wealth
Pennsylvania
$873K -$25.2K -669 -3%
Verition Fund Management
439
Verition Fund Management
Connecticut
$865K -$1.84M -48,846 -68%
GWM
440
Geneos Wealth Management
Colorado
$864K +$850K +22,565 New
AC
441
Avenir Corporation
Virginia
$862K
SWP
442
Stratos Wealth Partners
Ohio
$860K +$282K +7,482 +50%
IP
443
Intellectus Partners
California
$857K
GWMIA
444
Global Wealth Management Investment Advisory
Florida
$857K +$40.6K +1,078 +5%
CS
445
Candriam SCA
Luxembourg
$839K
BWP
446
Burling Wealth Partners
Illinois
$825K +$811K +21,533 New
SIC
447
Sage Investment Counsel
Tennessee
$809K +$796K +21,132 New
AFG
448
Atomi Financial Group
New York
$804K +$106K +2,813 +15%
QI
449
Qtron Investments
Massachusetts
$794K
MML Investors Services
450
MML Investors Services
Massachusetts
$776K +$7.99K +212 +1%