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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
526
Valeo Financial Advisors
Indiana
$312K +$2.17M +72,448 +982%
CHP
527
Cable Hill Partners
Oregon
$311K
LIC
528
Laurus Investment Counsel
Canada
$306K +$22.2K +743 +8%
CAM
529
Cubic Asset Management
Massachusetts
$305K
FFM
530
Forum Financial Management
Illinois
$303K +$6.01K +201 +2%
SM
531
Sciencast Management
New Jersey
$303K +$294K +9,834 New
HC
532
Henshaw Capital
Massachusetts
$300K -$327K -10,953 -53%
WHG
533
Westwood Holdings Group
Texas
$297K -$194K -6,487 -40%
FANJ
534
Financial Architects (New Jersey)
New Jersey
$297K -$87.8K -2,935 -23%
BFS
535
Bard Financial Services
Connecticut
$294K
HPC
536
HM Payson & Co
Maine
$294K
GWMIA
537
Global Wealth Management Investment Advisory
Florida
$294K +$40.3K +1,347 +16%
BAM
538
Blueshift Asset Management
New Jersey
$294K +$288K +9,628 New
LNC
539
Lincoln National Corp
Pennsylvania
$288K +$18.1K +607 +7%
ACM
540
Advisors Capital Management
New Jersey
$285K +$280K +9,359 New
AWS
541
AJ Wealth Strategies
New York
$283K
5L
542
55I LLC
Massachusetts
$283K +$15.2K +509 +6%
EP
543
Eudaimonia Partners
Tennessee
$282K +$277K +9,252 New
WTA
544
Washington Trust Advisors
Massachusetts
$280K -$3.83K -128 -1%
BFM
545
Boston Financial Management
Massachusetts
$280K
PP
546
Paloma Partners
Connecticut
$277K -$272K -9,092 -50%
Acadian Asset Management
547
Acadian Asset Management
Massachusetts
$273K -$832K -27,836 -76%
SI
548
Stephens Inc
Arkansas
$273K -$114K -3,808 -30%
CCP
549
Corient Capital Partners
California
$272K -$28.6K -957 -10%
RC
550
RegentAtlantic Capital
New Jersey
$272K +$49.2K +1,646 +23%