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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
501
ClearBridge Investments
New York
$42K
KWA
502
KCS Wealth Advisory
California
$39.8K +$38K +2,099 New
SIM
503
Sonora Investment Management
Arizona
$39K
BBHC
504
Brown Brothers Harriman & Co
New York
$37K
HPC
505
HM Payson & Co
Maine
$36K
CHC
506
City Holding Co
West Virginia
$33K
PB
507
Pinnacle Bancorp
Nebraska
$30K
Carson Wealth (CWM LLC)
508
Carson Wealth (CWM LLC)
Nebraska
$25K
SB
509
Strategic Blueprint
Georgia
$25K +$23.8K +1,314 New
LIA
510
LS Investment Advisors
Michigan
$24K
ZB
511
Zions Bancorporation
Utah
$24K
WC
512
Weil Company
California
$24K +$22.8K +1,261 New
OIA
513
Optimum Investment Advisors
Illinois
$23K +$12.4K +687 +135%
LC
514
Lindbrook Capital
California
$21K -$2.73K -151 -12%
FPS
515
Fieldpoint Private Securities
Connecticut
$21K
FHA
516
First Horizon Advisors
Tennessee
$21K
BCM
517
Bourgeon Capital Management
Connecticut
$20K +$19K +1,051 New
HGWM
518
Harvest Group Wealth Management
Massachusetts
$19K
HI
519
Hudock Inc
Pennsylvania
$19K
MA
520
MCF Advisors
Kentucky
$19K
CIAS
521
Capital Investment Advisory Services
North Carolina
$19K +$17.8K +981 New
BGIM
522
Brandywine Global Investment Management
Pennsylvania
$17K
LIM
523
Longfellow Investment Management
Massachusetts
$17K +$15.9K +880 New
HWM
524
Holloway Wealth Management
Florida
$15K
LWM
525
Lenox Wealth Management
Ohio
$14K +$3.35K +185 +32%