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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
AF
476
Apexium Financial
Texas
$641K -$49.8K -1,323 -7%
MIM
477
Meixler Investment Management
Arizona
$638K -$9.76K -259 -2%
KAS
478
Kestra Advisory Services
Texas
$637K -$633K -16,808 -50%
WANY
479
Wealthspire Advisors (New York)
New York
$632K +$25.1K +666 +4%
SWP
480
Strategic Wealth Partners
Ohio
$618K +$9.61K +255 +2%
DWA
481
Douglass Winthrop Advisors
New York
$616K +$363K +9,637 +149%
MPM
482
Meritage Portfolio Management
Kansas
$610K
PM
483
Pembroke Management
Quebec, Canada
$606K
NCM
484
Next Capital Management
New York
$605K +$595K +15,801 New
PI
485
PFG Investments
New York
$596K +$19.8K +525 +3%
MWM
486
Mattern Wealth Management
Kansas
$593K -$9.61K -255 -2%
BNP Paribas Asset Management
487
BNP Paribas Asset Management
France
$589K +$562K +14,913 New
GPA
488
Garrison Point Advisors
California
$582K
FIM
489
Freedom Investment Management
Connecticut
$578K -$89.4K -2,374 -14%
Carson Wealth (CWM LLC)
490
Carson Wealth (CWM LLC)
Nebraska
$577K -$41.7K -1,108 -7%
HP
491
Hikari Power
Japan
$575K
GT
492
Glenview Trust
Kentucky
$575K
CCM
493
Corsair Capital Management
New York
$575K
Fisher Asset Management
494
Fisher Asset Management
Washington
$567K +$14.4K +383 +3%
B
495
Bensler
Washington
$567K
IAA
496
Independent Advisor Alliance
North Carolina
$566K +$15.5K +412 +3%
TF
497
Tenon Financial
New Jersey
$563K +$553K +14,682 New
FM
498
Family Management
New York
$563K +$554K +14,696 New
SC
499
Syon Capital
California
$562K -$4.86K -129 -0.9%
CFS
500
CRA Financial Services
New Jersey
$549K