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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
TI
451
Trexquant Investment
Connecticut
$542K +$531K +17,772 New
AF
452
Apexium Financial
Texas
$540K
FP
453
Financial Perspectives
Minnesota
$537K
CSIC
454
Clifford Swan Investment Counsel
California
$535K
SCM
455
SKBA Capital Management
California
$530K
LWAC
456
Laurel Wealth Advisors (California)
California
$529K
KIA
457
Kraematon Investment Advisors
Massachusetts
$528K +$209 +7 +0%
GT
458
Glenview Trust
Kentucky
$526K +$62.6K +2,094 +14%
WCWM
459
Willow Creek Wealth Management
California
$523K
NL
460
NWAM LLC
Washington
$523K +$200K +6,702 +64%
BTW
461
Boston Trust Walden
Massachusetts
$506K +$496K +16,594 New
RAM
462
Rempart Asset Management
Canada
$492K
IAA
463
Independent Advisor Alliance
North Carolina
$489K +$30.1K +1,008 +7%
VPI
464
Value Partners Investments
Manitoba, Canada
$485K +$58.4K +1,953 +14%
CCG
465
Cypress Capital Group
Florida
$481K +$47K +1,571 +11%
FCI
466
Financial Counselors Inc
Kansas
$479K -$9K -301 -2%
B
467
Bailard
California
$475K
Vanguard Personalized Indexing Management
468
Vanguard Personalized Indexing Management
California
$471K +$67K +2,240 +17%
PGFC
469
Peapack-Gladstone Financial Corp
New Jersey
$467K -$111K -3,711 -20%
AMCA
470
Arthur M. Cohen & Associates
Illinois
$466K -$53.4K -1,785 -10%
Lido Advisors
471
Lido Advisors
California
$447K -$871K -29,129 -67%
APA
472
American Portfolios Advisors
New York
$447K +$80.9K +2,705 +23%
MCWA
473
Meadow Creek Wealth Advisors
Georgia
$445K -$62.4K -2,087 -13%
GT
474
Greenleaf Trust
Michigan
$445K +$436K +14,599 New
MSFS
475
Main Street Financial Solutions
Pennsylvania
$444K +$3.71K +124 +0.9%