We are live on ! Find out more
BN icon

Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
PM
451
Pembroke Management
Quebec, Canada
$979K
OIA
452
OneDigital Investment Advisors
Kansas
$978K -$280K -6,136 -22%
SC
453
Syon Capital
California
$974K +$46.6K +1,023 +5%
AT
454
Avalon Trust
New Mexico
$964K -$137K -3,000 -13%
IWA
455
Icon Wealth Advisors
Texas
$961K +$22.3K +489 +2%
Mirae Asset Global Investments
456
Mirae Asset Global Investments
South Korea
$957K -$328K -7,190 -26%
AL
457
Aspiriant LLC
California
$957K +$951K +20,846 New
Man Group
458
Man Group
United Kingdom
$954K +$948K +20,790 New
AF
459
Allworth Financial
California
$947K +$148K +3,251 +19%
BCM
460
Barometer Capital Management
Ontario, Canada
$938K -$811K -17,788 -74%
DWAM
461
Duncan Williams Asset Management
Tennessee
$923K -$176K -3,850 -16%
SWM
462
SHP Wealth Management
Massachusetts
$916K +$911K +19,970 New
LC
463
Lincoln Capital
Nebraska
$915K -$1.41K -31 -0.2%
S
464
SignatureFD
Georgia
$912K -$13.3K -292 -1%
CCM
465
Coldstream Capital Management
Washington
$899K -$71.3K -1,564 -7%
CWG
466
C WorldWide Group
Denmark
$895K -$46 -1 -0%
MGWM
467
Marks Group Wealth Management
Minnesota
$890K -$178K -3,912 -17%
HBCM
468
Heron Bay Capital Management
Michigan
$885K -$5.47K -120 -0.6%
UIC
469
Uniplan Investment Counsel
Wisconsin
$882K +$768K +16,832 New
CA
470
Cornerstone Advisory
Maryland
$882K +$1.96K +43 +0.2%
KA
471
Kovack Advisors
Florida
$869K +$37.8K +828 +5%
LAM
472
Lakewood Asset Management
Illinois
$842K -$228 -5 -0%
IWC
473
Integrated Wealth Concepts
Massachusetts
$837K -$744K -16,318 -47%
LWCFA
474
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$832K -$400K -8,768 -33%
WFA
475
Wellspring Financial Advisors
Ohio
$830K +$825K +18,094 New