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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
MCWA
501
Meadow Creek Wealth Advisors
Georgia
$298K -$12.6K -488 -3%
GFS
502
GYL Financial Synergies
Connecticut
$298K
SICM
503
Sustainable Insight Capital Management
New York
$298K +$110K +4,267 +46%
USCWA
504
U.S. Capital Wealth Advisors
Texas
$295K -$350K -13,519 -50%
VCM
505
Vivaldi Capital Management
Illinois
$294K
FHA
506
Flagship Harbor Advisors
Massachusetts
$292K +$492 +19 +0.1%
BC
507
Bartlett & Co
Ohio
$291K
BCWM
508
Bartlett & Co Wealth Management
Ohio
$291K
IWM
509
IHT Wealth Management
Illinois
$289K +$340K +13,118 New
EFS
510
Essex Financial Services
Connecticut
$288K
NL
511
NWAM LLC
Washington
$286K -$33.5K -1,293 -9%
DADC
512
D.A. Davidson & Co
Montana
$285K +$129 +5 +0%
HWA
513
Heartwood Wealth Advisors
Virginia
$281K
VFA
514
Voya Financial Advisors
Connecticut
$281K +$3.57K +138 +1%
BF
515
BOK Financial
Oklahoma
$280K +$3.83K +148 +1%
BSW
516
Buckingham Strategic Wealth
Missouri
$279K -$1.24K -48 -0.4%
GWMIA
517
Global Wealth Management Investment Advisory
Florida
$278K +$36K +1,390 +12%
BNP Paribas Asset Management
518
BNP Paribas Asset Management
France
$272K
GAM
519
Griffin Asset Management
New York
$272K +$570 +22 +0.2%
CAG
520
Crestwood Advisors Group
Massachusetts
$271K
PM
521
Pembroke Management
Quebec, Canada
$271K +$49.1K +1,897 +27%
OWP
522
Obermeyer Wealth Partners
Colorado
$267K
PFA
523
Pure Financial Advisors
California
$262K
LNC
524
Lincoln National Corp
Pennsylvania
$253K +$25.2K +974 +9%
Mercer Global Advisors
525
Mercer Global Advisors
Colorado
$252K +$33.2K +1,282 +13%