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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
FFG
501
Frisch Financial Group
New York
$269K +$228K +10,040 New
GAM
502
Griffin Asset Management
New York
$268K +$227 +10 +0.1%
SW
503
SVB Wealth
Massachusetts
$267K +$227K +9,978 New
Lido Advisors
504
Lido Advisors
California
$265K -$922K -40,595 -80%
NHC
505
Nicholas Hoffman & Company
Georgia
$263K
PFA
506
Pure Financial Advisors
California
$256K +$217K +9,569 New
XT
507
XTX Topco
Cayman Islands
$255K -$265K -11,655 -55%
CA
508
Cetera Advisors
Colorado
$255K +$215K +9,476 New
CCA
509
Checchi Capital Advisers
California
$254K -$3.75K -165 -2%
CCWM
510
Cassaday & Co Wealth Management
Virginia
$251K +$212K +9,324 New
AWM
511
Axxcess Wealth Management
California
$249K +$212K +9,326 New
G
512
GenTrust
Florida
$248K +$211K +9,285 New
HWA
513
Heartwood Wealth Advisors
Virginia
$247K +$208K +9,179 New
AGP
514
Autumn Glory Partners
Texas
$246K +$215K +9,465 New
VFP
515
Verus Financial Partners
Virginia
$244K +$205K +9,012 New
CSPIA
516
Cary Street Partners Investment Advisory
Virginia
$243K -$22.2K -978 -10%
MIM
517
Meridiem Investment Management
United Kingdom
$241K
SCM
518
Shelton Capital Management
Colorado
$241K +$204K +9,000 New
CA
519
Cortland Associates
Missouri
$240K +$203K +8,958 New
BL
520
BFSG LLC
California
$240K +$203K +8,963 New
GAM
521
Gould Asset Management
California
$235K +$199K +8,783 New
BSW
522
Buckingham Strategic Wealth
Missouri
$234K -$38K -1,673 -16%
PF
523
Phoenix Financial
Israel
$234K +$199K +8,751 New
AFG
524
Allegheny Financial Group
Pennsylvania
$233K +$198K +8,721 New
GSC
525
Grey Street Capital
Illinois
$233K +$198K +8,706 New