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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
426
Marks Group Wealth Management
Minnesota
$1.02M +$31.1K +839 +4%
KAS
427
Kestra Advisory Services
Texas
$1.02M +$62.5K +1,686 +7%
CAG
428
Crestwood Advisors Group
Massachusetts
$999K +$898K +24,225 New
Mercer Global Advisors
429
Mercer Global Advisors
Colorado
$977K -$43.7K -1,180 -5%
TC
430
TownSquare Capital
Utah
$959K -$6.37M -171,889 -88%
CL
431
Choreo LLC
Illinois
$949K -$768K -20,733 -47%
CFM
432
Capricorn Fund Managers
United Kingdom
$949K +$852K +23,004 New
PAG
433
Private Advisor Group
New Jersey
$939K +$179K +4,831 +27%
GWM
434
Geneos Wealth Management
Colorado
$939K +$5.86K +158 +0.7%
BTWM
435
Baker Tilly Wealth Management
Wisconsin
$937K +$57.8K +1,561 +7%
NW
436
NewEdge Wealth
Pennsylvania
$932K -$40.1K -1,082 -5%
Verition Fund Management
437
Verition Fund Management
Connecticut
$931K
GIM
438
Glenmede Investment Management
Pennsylvania
$930K +$836K +22,557 New
AC
439
Avenir Corporation
Virginia
$928K
HF
440
HRT Financial
New York
$923K +$830K +22,397 New
NIG
441
NFJ Investment Group
Texas
$895K +$387K +10,435 +189%
CA
442
Cornerstone Advisory
Maryland
$895K -$413K -11,145 -34%
IWA
443
Icon Wealth Advisors
Texas
$893K +$20.6K +555 +3%
BRWA
444
B. Riley Wealth Advisors
Florida
$869K +$781K +21,074 New
OIA
445
OneDigital Investment Advisors
Kansas
$868K +$780K +21,051 New
LC
446
Lincoln Capital
Nebraska
$832K
WANY
447
Wealthspire Advisors (New York)
New York
$825K +$136K +3,660 +22%
Wolverine Trading
448
Wolverine Trading
Illinois
$810K +$228K +6,161 +45%
HBCM
449
Heron Bay Capital Management
Michigan
$809K +$6.89K +186 +1%
CS
450
Candriam SCA
Luxembourg
$797K -$160K -4,305 -18%