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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
CW
451
CreativeOne Wealth
Kansas
$286K +$297K +13,178 New
GWMIA
452
Global Wealth Management Investment Advisory
Florida
$280K +$35.4K +1,570 +14%
B
453
Bailard
California
$274K
IWM
454
IHT Wealth Management
Illinois
$273K +$68.4K +3,039 +32%
FA
455
Fortis Advisors
Pennsylvania
$269K
AT
456
Avalon Trust
New Mexico
$269K +$279K +12,372 New
FWP
457
Firethorn Wealth Partners
Georgia
$269K -$89.3K -3,966 -24%
FFN
458
Focus Financial Network
Minnesota
$264K -$10.9K -483 -4%
IAA
459
Independent Advisor Alliance
North Carolina
$258K +$267K +11,858 New
USCWA
460
U.S. Capital Wealth Advisors
Texas
$254K +$19.3K +857 +8%
PM
461
Pembroke Management
Quebec, Canada
$254K
MML Investors Services
462
MML Investors Services
Massachusetts
$253K -$104K -4,629 -28%
RCA
463
Resonant Capital Advisors
Wisconsin
$247K -$157K -6,957 -38%
RWM
464
Ritholtz Wealth Management
New York
$244K -$50.1K -2,223 -17%
FFG
465
Frisch Financial Group
New York
$242K +$2K +89 +0.8%
GFS
466
GYL Financial Synergies
Connecticut
$242K +$4.48K +199 +2%
LC
467
Lindbrook Capital
California
$235K +$1.6K +71 +0.7%
AWAU
468
Alliance Wealth Advisors (Utah)
Utah
$235K +$244K +10,817 New
LSA
469
Leonteq Securities AG
Switzerland
$233K -$45.8K -2,034 -16%
BC
470
Bartlett & Co
Ohio
$232K
BCWM
471
Bartlett & Co Wealth Management
Ohio
$232K
CCWM
472
Cassaday & Co Wealth Management
Virginia
$227K +$235K +10,449 New
WHG
473
Westwood Holdings Group
Texas
$226K
RDIA
474
RE Dickinson Investment Advisors
Iowa
$217K
QCM
475
Quantinno Capital Management
New York
$217K +$225K +9,990 New