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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
501
Teamwork Financial Advisors
Texas
$326K -$567K -21,229 -61%
FFG
502
Frisch Financial Group
New York
$326K +$401 +15 +0.1%
GFS
503
GYL Financial Synergies
Connecticut
$324K
VCM
504
Vivaldi Capital Management
Illinois
$324K
LC
505
Lindbrook Capital
California
$324K +$340K +12,732 +1,622%
AWS
506
Atria Wealth Solutions
New York
$323K
FHA
507
Flagship Harbor Advisors
Massachusetts
$317K -$2.78K -104 -0.8%
BCWM
508
Bartlett & Co Wealth Management
Ohio
$316K
BC
509
Bartlett & Co
Ohio
$316K
EFS
510
Essex Financial Services
Connecticut
$314K -$867K -32,432 -71%
FC
511
FORA Capital
Florida
$311K +$347K +12,970 New
DADC
512
D.A. Davidson & Co
Montana
$310K -$80 -3 -0%
CAM
513
CenterStar Asset Management
Illinois
$310K
HWA
514
Heartwood Wealth Advisors
Virginia
$306K
VFA
515
Voya Financial Advisors
Connecticut
$305K +$62K +2,319 +22%
GAM
516
Gotham Asset Management
New York
$305K +$158K +5,904 +86%
BSW
517
Buckingham Strategic Wealth
Missouri
$304K +$4.28K +160 +1%
BF
518
BOK Financial
Oklahoma
$302K -$1.58K -59 -0.5%
ETI
519
Enterprise Trust & Investment
California
$300K
GAM
520
Griffin Asset Management
New York
$295K +$534 +20 +0.2%
CAG
521
Crestwood Advisors Group
Massachusetts
$294K -$11K -413 -3%
OWP
522
Obermeyer Wealth Partners
Colorado
$290K +$20.2K +757 +7%
WAM
523
Walker Asset Management
Missouri
$286K
PFA
524
Pure Financial Advisors
California
$285K
LCS
525
Levin Capital Strategies
New York
$282K