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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
451
Independent Advisor Alliance
North Carolina
$279K -$11.2K -503 -4%
BF
452
BOK Financial
Oklahoma
$279K
FWIA
453
Fort Washington Investment Advisors
Ohio
$276K -$4.66K -209 -2%
SW
454
SVB Wealth
Massachusetts
$275K +$47.6K +2,136 +23%
PAS
455
Park Avenue Securities
New York
$274K +$25K +1,123 +11%
KAM
456
Karani Asset Management
New York
$267K -$125K -5,605 -33%
PFS
457
Prospera Financial Services
Texas
$267K -$2.25K -101 -0.9%
MIM
458
Meridiem Investment Management
United Kingdom
$267K +$250K +11,211 New
FHA
459
Flagship Harbor Advisors
Massachusetts
$266K +$249K +11,151 New
DADC
460
D.A. Davidson & Co
Montana
$263K -$11.2K -501 -4%
NL
461
NWAM LLC
Washington
$259K
ODCM
462
Old Dominion Capital Management
Virginia
$259K +$242K +10,869 New
NHC
463
Nicholas Hoffman & Company
Georgia
$259K +$243K +10,886 New
IWA
464
Intercontinental Wealth Advisors
Texas
$258K
CHP
465
Cable Hill Partners
Oregon
$254K
PFA
466
Pure Financial Advisors
California
$254K
GC
467
Guggenheim Capital
Illinois
$254K +$238K +10,680 New
KA
468
Kovack Advisors
Florida
$252K +$45 +2 +0%
OWP
469
Obermeyer Wealth Partners
Colorado
$250K +$235K +10,518 New
Vanguard Personalized Indexing Management
470
Vanguard Personalized Indexing Management
California
$248K +$15.5K +697 +7%
CCA
471
Childress Capital Advisors
Texas
$246K +$19.7K +884 +9%
QI
472
QS Investors
New York
$243K
CGL
473
Clarius Group LLC
Washington
$243K +$228K +10,204 New
VIMU
474
Veritas Investment Management (UK)
United Kingdom
$242K
CAM
475
Cubic Asset Management
Massachusetts
$240K