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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
MPM
451
Meritage Portfolio Management
Kansas
$564K -$2.78K -88 -0.5%
WANY
452
Wealthspire Advisors (New York)
New York
$561K +$499K +15,825 New
MWM
453
Mattern Wealth Management
Kansas
$557K
FTDI
454
First Trust Direct Indexing
Massachusetts
$551K +$13.8K +438 +3%
GPA
455
Garrison Point Advisors
California
$538K
SWP
456
Strategic Wealth Partners
Ohio
$535K +$30.3K +960 +7%
PI
457
PFG Investments
New York
$533K -$5.9K -187 -1%
HP
458
Hikari Power
Japan
$532K
GT
459
Glenview Trust
Kentucky
$532K -$331K -10,500 -41%
CCM
460
Corsair Capital Management
New York
$532K +$473K +15,000 New
SWP
461
Stratos Wealth Partners
Ohio
$531K -$33.6K -1,065 -7%
PM
462
Pembroke Management
Quebec, Canada
$527K
BP
463
BBR Partners
New York
$526K
B
464
Bensler
Washington
$525K
SC
465
Syon Capital
California
$524K +$95 +3 +0%
Fisher Asset Management
466
Fisher Asset Management
Washington
$511K -$13.5K -428 -3%
IAA
467
Independent Advisor Alliance
North Carolina
$509K -$11.3K -358 -2%
WCA
468
Waratah Capital Advisors
Ontario, Canada
$509K -$6.61M -209,491 -94%
CFS
469
CRA Financial Services
New Jersey
$508K -$80.5K -2,550 -15%
FP
470
Financial Perspectives
Minnesota
$505K
GA
471
GoalVest Advisory
New York
$504K
AWM
472
Axxcess Wealth Management
California
$501K +$169K +5,346 +61%
GSEP
473
Golden State Equity Partners
California
$496K -$44K -1,395 -9%
AIM
474
Anchor Investment Management
South Carolina
$487K -$14.2K -450 -3%
WA
475
Waverly Advisors
Alabama
$486K