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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
426
Compass Ion Advisors
Pennsylvania
$1.14M
MFS
427
Mirabella Financial Services
United Kingdom
$1.13M +$666K +15,022 +153%
CAG
428
Crestwood Advisors Group
Massachusetts
$1.11M
AT
429
Avalon Trust
New Mexico
$1.1M -$133K -3,000 -11%
CFM
430
Capricorn Fund Managers
United Kingdom
$1.1M +$44.1K +996 +4%
DWAM
431
Duncan Williams Asset Management
Tennessee
$1.1M -$45.1K -1,017 -4%
NW
432
NewEdge Wealth
Pennsylvania
$1.08M +$608K +13,731 +64%
YCM
433
Yousif Capital Management
Michigan
$1.08M -$217K -4,905 -17%
MGWM
434
Marks Group Wealth Management
Minnesota
$1.07M -$66.9K -1,509 -6%
CL
435
Choreo LLC
Illinois
$1.05M -$842 -19 -0.1%
DA
436
Denali Advisors
California
$1.04M -$562K -12,681 -36%
PAG
437
Private Advisor Group
New Jersey
$1.04M +$1.02K +23 +0.1%
GWM
438
Geneos Wealth Management
Colorado
$1.04M -$930 -21 -0.1%
Verition Fund Management
439
Verition Fund Management
Connecticut
$1.03M
FPAS
440
Focus Partners Advisor Solutions
Missouri
$1.03M +$536K +12,091 +71%
AC
441
Avenir Corporation
Virginia
$1.03M
BCM
442
Barometer Capital Management
Ontario, Canada
$1.03M -$86.4K -1,950 -7%
NIG
443
NFJ Investment Group
Texas
$1.01M
BTWM
444
Baker Tilly Wealth Management
Wisconsin
$999K -$39.1K -883 -4%
Jones Financial Companies
445
Jones Financial Companies
Missouri
$998K +$208K +4,700 +27%
CIM
446
Cambria Investment Management
California
$996K +$965K +21,782 New
GIM
447
Glenmede Investment Management
Pennsylvania
$995K -$35.5K -802 -4%
VAG
448
VisionPoint Advisory Group
Texas
$985K -$445K -10,050 -32%
Fisher Asset Management
449
Fisher Asset Management
Washington
$977K -$545K -12,305 -37%
CCM
450
Coldstream Capital Management
Washington
$967K +$342K +7,708 +57%