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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
501
Tuttle Capital Management
Connecticut
$717K
FPAS
502
Focus Partners Advisor Solutions
Missouri
$705K -$218K -4,876 -23%
WPP
503
Whalerock Point Partners
Rhode Island
$704K
QCM
504
QRG Capital Management
Illinois
$700K +$328K +7,338 +81%
ACM
505
Advisors Capital Management
New Jersey
$686K +$222K +4,969 +45%
XWL
506
XXI Wealth LLC
Illinois
$684K +$62K +1,386 +9%
BTWM
507
Baker Tilly Wealth Management
Wisconsin
$680K -$2.73K -61 -0.4%
FPF
508
First Pacific Financial
Washington
$677K -$24.4K -545 -3%
NCM
509
Next Capital Management
New York
$671K
PI
510
PFG Investments
New York
$664K
CWG
511
C WorldWide Group
Denmark
$663K -$176K -3,943 -20%
GPA
512
Garrison Point Advisors
California
$653K
KIA
513
Kraematon Investment Advisors
Massachusetts
$652K +$22.5K +504 +3%
VCA
514
Verdence Capital Advisors
Maryland
$645K +$289K +6,462 +75%
RA
515
Rubicon Advisors
California
$640K -$37.5K -838 -5%
EWM
516
Evercore Wealth Management
New York
$640K -$434K -9,710 -39%
GT
517
Glenview Trust
Kentucky
$639K
GRP
518
Global Retirement Partners
California
$637K +$669K +14,967 New
Blackstone Inc
519
Blackstone Inc
New York
$637K +$668K +14,950 New
TC
520
TownSquare Capital
Utah
$626K +$24K +536 +4%
AGA
521
Accuvest Global Advisors
Utah
$623K +$107K +2,399 +20%
SCA
522
Snowden Capital Advisors
New York
$622K +$23.8K +532 +4%
SP
523
SmartHarvest Portfolios
Washington
$620K -$894 -20 -0.1%
HNB
524
Huntington National Bank
Ohio
$618K +$6.62K +148 +1%
MWM
525
Mattern Wealth Management
Kansas
$617K +$10.8K +242 +2%