We are live on ! Find out more
BN icon

Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
451
Focus Financial Network
Minnesota
$254K -$17.9K -843 -7%
BWA
452
Bordeaux Wealth Advisors
California
$247K +$233K +11,007 New
BMCM
453
Bryn Mawr Capital Management
Pennsylvania
$247K +$233K +11,004 New
FCP
454
Fidelis Capital Partners
Florida
$245K +$232K +10,941 New
RCA
455
Resonant Capital Advisors
Wisconsin
$245K -$9.22K -435 -4%
LC
456
Lindbrook Capital
California
$245K +$1.48K +70 +0.6%
USCWA
457
U.S. Capital Wealth Advisors
Texas
$244K -$17.2K -812 -7%
YIH
458
Y-Intercept (HK)
Hong Kong
$239K +$226K +10,673 New
BCWM
459
Bartlett & Co Wealth Management
Ohio
$239K – – –
BC
460
Bartlett & Co
Ohio
$239K – – –
HDIM
461
Hanson & Doremus Investment Management
Vermont
$234K +$221K +10,427 New
WHG
462
Westwood Holdings Group
Texas
$233K – – –
RDIA
463
RE Dickinson Investment Advisors
Iowa
$232K +$7.16K +338 +3%
GAM
464
Griffin Asset Management
New York
$224K +$233 +11 +0.1%
LCS
465
Levin Capital Strategies
New York
$224K – – –
LNC
466
Lincoln National Corp
Pennsylvania
$223K +$211K +9,942 New
CW
467
CreativeOne Wealth
Kansas
$223K -$68.6K -3,236 -25%
VFP
468
Verus Financial Partners
Virginia
$219K +$195K +9,219 New
PFA
469
Pure Financial Advisors
California
$218K +$3.37K +159 +2%
CT
470
Colonial Trust
South Carolina
$218K +$37.4K +1,764 +22%
CCA
471
Checchi Capital Advisers
California
$217K +$4.26K +201 +2%
NHC
472
Nicholas Hoffman & Company
Georgia
$214K +$202K +9,522 New
CCWM
473
Cassaday & Co Wealth Management
Virginia
$210K -$23.8K -1,125 -11%
ANTB
474
AMG National Trust Bank
Colorado
$209K +$198K +9,338 New
BSW
475
Buckingham Strategic Wealth
Missouri
$209K +$198K +9,320 New
17 18
19
20 21