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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
Robertson Stephens Wealth Management
451
Robertson Stephens Wealth Management
California
$995K +$5.85K +132 +0.5%
SI
452
Sava Infond
Slovenia
$991K -$72.7K -1,640 -6%
CT
453
Clearstead Trust
Maine
$976K -$99.7K -2,250 -9%
United Capital Financial Advisors
454
United Capital Financial Advisors
Texas
$964K -$3.19K -72 -0.3%
Avior Wealth Management
455
Avior Wealth Management
Nebraska
$943K +$10.9K +247 +1%
Geneos Wealth Management
456
Geneos Wealth Management
Colorado
$935K -$16.9K -382 -2%
Stonehage Fleming Financial Services
457
Stonehage Fleming Financial Services
Jersey
$935K +$931K +21,000 +1,004%
DA
458
Denali Advisors
California
$926K – – –
Private Advisor Group
459
Private Advisor Group
New Jersey
$920K -$1.02K -23 -0.1%
Crestwood Advisors Group
460
Crestwood Advisors Group
Massachusetts
$920K -$82.3K -1,856 -8%
AC
461
Avenir Corporation
Virginia
$911K – – –
Stratos Wealth Partners
462
Stratos Wealth Partners
Ohio
$899K +$281K +6,338 +40%
Kestra Advisory Services
463
Kestra Advisory Services
Texas
$890K -$131K -2,953 -12%
Fisher Asset Management
464
Fisher Asset Management
Washington
$888K -$200K -4,506 -17%
Glenmede Trust
465
Glenmede Trust
Pennsylvania
$882K +$3.94K +89 +0.4%
TC
466
TwinBeech Capital
New York
$869K +$952K +21,477 New
Focus Partners Advisor Solutions
467
Focus Partners Advisor Solutions
Missouri
$868K +$234K +5,283 +33%
CA
468
Cornerstone Advisory
Maryland
$865K +$96.2K +2,170 +11%
PM
469
Pembroke Management
Quebec, Canada
$863K – – –
SignatureFD
470
SignatureFD
Georgia
$862K +$62.6K +1,413 +7%
TIAA Wealth Investment Management
471
TIAA Wealth Investment Management
New York
$856K +$937K +21,143 New
Leonteq Securities AG
472
Leonteq Securities AG
Switzerland
$855K +$196K +4,427 +26%
Banco Bilbao Vizcaya Argentaria
473
Banco Bilbao Vizcaya Argentaria
Spain
$850K +$931K +21,000 New
Mount Yale Investment Advisors
474
Mount Yale Investment Advisors
Colorado
$845K -$110K -2,482 -11%
Wealthspire Advisors (New York)
475
Wealthspire Advisors (New York)
New York
$834K +$127K +2,866 +16%