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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
QWM
501
Quadcap Wealth Management
Texas
$688K -$274 -6 -0%
IAA
502
Independent Advisor Alliance
North Carolina
$683K +$151K +3,306 +29%
TGAM
503
TBH Global Asset Management
Tennessee
$680K +$33.1K +727 +5%
DLA
504
Douglas Lane & Associates
New York
$679K -$8.03K -176 -1%
XWL
505
XXI Wealth LLC
Illinois
$676K +$672K +14,739 New
WSFS
506
Wilmington Savings Fund Society
Delaware
$674K +$40.4K +886 +6%
HIP
507
HUB Investment Partners
Texas
$674K +$446K +9,788 +200%
Carson Wealth (CWM LLC)
508
Carson Wealth (CWM LLC)
Nebraska
$670K +$130K +2,860 +24%
SP
509
SmartHarvest Portfolios
Washington
$669K +$665K +14,578 New
MIG
510
Meketa Investment Group
Massachusetts
$669K
MC
511
Moors & Cabot
Massachusetts
$666K +$46 +1 +0%
MWM
512
Mattern Wealth Management
Kansas
$665K -$46 -1 -0%
BGCP
513
Bristol Gate Capital Partners
Ontario, Canada
$655K -$557K -12,206 -46%
GA
514
GoalVest Advisory
New York
$653K -$91 -2 -0%
FP
515
Financial Perspectives
Minnesota
$643K -$91 -2 -0%
BIG
516
Brooklyn Investment Group
New York
$635K +$620K +13,595 New
CAP
517
Cordoba Advisory Partners
New York
$635K +$629K +13,795 New
SCM
518
Sterling Capital Management
North Carolina
$634K -$319 -7 -0.1%
MPM
519
Meritage Portfolio Management
Kansas
$632K -$97.9K -2,146 -13%
KIA
520
Kraematon Investment Advisors
Massachusetts
$631K +$49.1K +1,077 +9%
IP
521
Intellectus Partners
California
$630K -$64.1K -1,405 -9%
MIF
522
Mediolanum International Funds
Ireland
$624K +$182K +3,995 +42%
FHA
523
Flagship Harbor Advisors
Massachusetts
$622K -$21.7K -475 -3%
WAM
524
Wolverine Asset Management
Illinois
$619K -$46 -1 -0%
SC
525
Schubert & Co
Texas
$614K -$22.8K -500 -4%