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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
Thompson Siegel & Walmsley
501
Thompson Siegel & Walmsley
Virginia
$110K – – –
Aquatic Capital Management
502
Aquatic Capital Management
Illinois
$108K -$5.88M -261,150 -98%
Advisors Asset Management
503
Advisors Asset Management
Colorado
$97.8K -$8.47K -376 -8%
BWA
504
BDO Wealth Advisors
Florida
$90.4K +$9.3K +413 +11%
SignatureFD
505
SignatureFD
Georgia
$87.1K +$12K +534 +15%
LIM
506
Lagoda Investment Management
New York
$86.9K -$258K -11,475 -74%
Ameritas Advisory Services
507
Ameritas Advisory Services
Nebraska
$85.1K +$88.2K +3,917 New
IRAG
508
Investment Research & Advisory Group
Georgia
$73.3K – – –
Global Retirement Partners
509
Global Retirement Partners
California
$72.5K +$74.3K +3,297 +1,452%
BOK Financial
510
BOK Financial
Oklahoma
$71.1K +$73.7K +3,273 New
NewEdge Advisors
511
NewEdge Advisors
Louisiana
$69.6K -$57K -2,533 -44%
HIA
512
Harbor Investment Advisory
Maryland
$66.6K – – –
CFGS
513
Concourse Financial Group Securities
Alabama
$66.6K +$68 +3 +0.1%
SouthState Corp
514
SouthState Corp
Florida
$65K +$67.4K +2,993 New
EverSource Wealth Advisors
515
EverSource Wealth Advisors
Alabama
$63.4K +$4.53K +201 +7%
TWM
516
Tradition Wealth Management
Minnesota
$62K – – –
Washington Trust
517
Washington Trust
Rhode Island
$60.6K +$541 +24 +0.9%
TCI Wealth Advisors
518
TCI Wealth Advisors
Arizona
$59.7K – – –
Tower Research Capital (TRC)
519
Tower Research Capital (TRC)
New York
$59K -$71K -3,152 -54%
CYG
520
Clean Yield Group
Vermont
$57.7K – – –
QC
521
Quent Capital
New York
$57.5K – – –
Fifth Third Bancorp
522
Fifth Third Bancorp
Ohio
$54.7K +$3.49K +155 +7%
MIA
523
Milestone Investment Advisors
Wisconsin
$52.4K +$54.4K +2,414 New
PTC
524
Private Trust Company
Ohio
$50.5K -$9.73K -432 -16%
CB
525
Community Bank
New York
$49.8K – – –