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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
476
Private Advisor Group
New Jersey
$883K -$89K -1,991 -9%
PM
477
Pembroke Management
Quebec, Canada
$879K -$30.8K -688 -3%
CWM
478
Circle Wealth Management
New Jersey
$879K +$921K +20,600 New
LAM
479
Lakewood Asset Management
Illinois
$871K +$93.9K +2,100 +11%
Citadel Advisors
480
Citadel Advisors
Florida
$864K -$20.9M -467,940 -96%
CA
481
Cornerstone Advisory
Maryland
$852K -$61.3K -1,371 -6%
Vontobel Holding
482
Vontobel Holding
Switzerland
$844K +$179K +4,003 +25%
AF
483
Allworth Financial
California
$830K -$42.9K -959 -5%
TWIM
484
TIAA Wealth Investment Management
New York
$827K -$77.6K -1,736 -8%
FRM
485
Fox Run Management
Connecticut
$809K +$593K +13,252 +231%
SC
486
Syon Capital
California
$807K -$44K -984 -5%
HWMG
487
Hurlow Wealth Management Group
Indiana
$781K +$820K +18,338 New
LC
488
Lincoln Capital
Nebraska
$778K -$41.9K -938 -5%
MGWM
489
Marks Group Wealth Management
Minnesota
$773K -$55.2K -1,235 -6%
PP
490
PDT Partners
New York
$772K +$811K +18,127 New
AWA
491
Arkadios Wealth Advisors
Georgia
$770K -$5.54K -124 -0.7%
AT
492
Avalon Trust
New Mexico
$767K
DWAM
493
Duncan Williams Asset Management
Tennessee
$766K -$19.9K -445 -2%
MGP
494
Metis Global Partners
California
$766K -$1.59M -35,577 -66%
AG
495
AlTi Global
New York
$760K +$797K +17,828 New
SAM
496
Stansberry Asset Management
Texas
$755K
OCA
497
OpenArc Corporate Advisory
Georgia
$747K -$56.4K -1,262 -7%
SCM
498
SKBA Capital Management
California
$731K +$31.3K +699 +4%
SWM
499
SHP Wealth Management
Massachusetts
$726K +$39.8K +890 +6%
OCM
500
One Capital Management
California
$721K