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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
501
TT Capital Management
California
$656K -$9.97K -225 -1%
SWM
502
SHP Wealth Management
Massachusetts
$654K -$169K -3,808 -19%
BTWM
503
Baker Tilly Wealth Management
Wisconsin
$648K -$86.9K -1,960 -11%
CCM
504
Coldstream Capital Management
Washington
$647K -$160K -3,611 -18%
RA
505
Rubicon Advisors
California
$642K +$36.1K +815 +5%
Vontobel Holding
506
Vontobel Holding
Switzerland
$641K -$508K -11,456 -42%
NCM
507
Next Capital Management
New York
$637K
HIP
508
HUB Investment Partners
Texas
$635K +$44.9K +1,012 +7%
EWM
509
Empirical Wealth Management
Washington
$635K +$144K +3,243 +26%
PI
510
PFG Investments
New York
$631K +$7.8K +176 +1%
GPA
511
Garrison Point Advisors
California
$621K
GT
512
Glenview Trust
Kentucky
$607K
CCM
513
Corsair Capital Management
New York
$607K
QWM
514
Quadcap Wealth Management
Texas
$604K -$2.75K -62 -0.4%
KIA
515
Kraematon Investment Advisors
Massachusetts
$599K +$46.7K +1,054 +8%
XWL
516
XXI Wealth LLC
Illinois
$594K -$3.01K -68 -0.5%
SP
517
SmartHarvest Portfolios
Washington
$590K +$177 +4 +0%
DLA
518
Douglas Lane & Associates
New York
$585K -$14.4K -326 -2%
WFA
519
Wellspring Financial Advisors
Ohio
$582K -$165K -3,720 -21%
HNB
520
Huntington National Bank
Ohio
$581K +$163K +3,670 +34%
BGCP
521
Bristol Gate Capital Partners
Ontario, Canada
$577K +$1.64K +37 +0.3%
MWM
522
Mattern Wealth Management
Kansas
$576K -$11.1K -250 -2%
GA
523
GoalVest Advisory
New York
$576K
TC
524
TownSquare Capital
Utah
$573K +$39K +880 +7%
MC
525
Moors & Cabot
Massachusetts
$571K -$17.6K -397 -3%