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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
FMP
501
Financial Management Professionals
Texas
$5K – – –
Global Retirement Partners
502
Global Retirement Partners
California
$5K – – –
Larson Financial Group
503
Larson Financial Group
Missouri
$5K – – –
LAS
504
Lloyd Advisory Services
Georgia
$5K +$4.95K +277 New
ME
505
McIlrath & Eck
Washington
$4K – – –
PWMG
506
Prestige Wealth Management Group
New Jersey
$4K – – –
SA
507
SRH Advisors
Kansas
$4K – – –
BAM
508
Bellevue Asset Management
Washington
$4K +$89 +5 +2%
Arax Advisory Partners
509
Arax Advisory Partners
Colorado
$3K – – –
EIP
510
Ellis Investment Partners
Pennsylvania
$3K – – –
Parallel Advisors
511
Parallel Advisors
California
$3K – – –
GAM
512
Gemmer Asset Management
California
$2K – – –
SJIM
513
St. Johns Investment Management
Florida
$2K +$1.84K +103 New
GW&K Investment Management
514
GW&K Investment Management
Massachusetts
$2K +$2.34K +131 New
Benjamin F. Edwards & Company
515
Benjamin F. Edwards & Company
Missouri
$1K -$15K -839 -96%
BCA
516
Berman Capital Advisors
Georgia
$1K -$4.54K -254 -71%
CFD
517
Creative Financial Designs
Indiana
$1K – – –
EW
518
Evoke Wealth
California
$1K – – –
MF
519
Manchester Financial
California
$1K – – –
RFA
520
Reilly Financial Advisors
California
$1K – – –
Simon Quick Advisors
521
Simon Quick Advisors
New Jersey
$1K – – –
CSPIA
522
Cary Street Partners Investment Advisory
Virginia
$1K +$733 +41 New
River Road Asset Management
523
River Road Asset Management
Kentucky
– -$67.7M -3,845,460 Closed
Westfield Capital Management
524
Westfield Capital Management
Massachusetts
– -$32M -1,814,805 Closed
UONDDL
525
University of Notre Dame du Lac
Indiana
– -$10M -568,549 Closed