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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
526
Leonteq Securities AG
Switzerland
$545K +$16.3K +368 +3%
SWM
527
Sendero Wealth Management
Texas
$544K +$178K +4,011 +51%
PFS
528
Prospera Financial Services
Texas
$542K +$1.64K +37 +0.3%
FA
529
Fortis Advisors
Pennsylvania
$542K
Carson Wealth (CWM LLC)
530
Carson Wealth (CWM LLC)
Nebraska
$537K +$6.87K +155 +1%
IAA
531
Independent Advisor Alliance
North Carolina
$530K -$74.6K -1,683 -13%
COFSG
532
Carbahal Olsen Financial Services Group
California
$523K
RWS
533
Rochester Wealth Strategies
Michigan
$521K -$15K -338 -3%
IB
534
Intrust Bank
Kansas
$520K +$8.15K +184 +2%
MYIA
535
Mount Yale Investment Advisors
Colorado
$518K +$486K +10,965 +3,021%
AWAU
536
Alliance Wealth Advisors (Utah)
Utah
$515K -$6.65K -150 -1%
ACM
537
Advisors Capital Management
New Jersey
$510K
CCA
538
Checchi Capital Advisers
California
$505K +$1.73K +39 +0.4%
LPT
539
Legacy Private Trust
Wisconsin
$505K
JWCA
540
J.W. Cole Advisors
Florida
$505K -$4.43K -100 -0.9%
CSI
541
Cross Staff Investments
New York
$500K
WSCM
542
Wellington Shields Capital Management
New York
$499K
TCOO
543
Trust Company of Oklahoma
Oklahoma
$496K
TF
544
Tenon Financial
New Jersey
$494K
PP
545
PDS Planning
Ohio
$493K +$52.1K +1,175 +12%
GRP
546
Global Retirement Partners
California
$488K +$79.6K +1,796 +20%
WFI
547
West Family Investments
California
$485K +$13.5K +304 +3%
MCWA
548
Meadow Creek Wealth Advisors
Georgia
$481K +$292K +6,581 +67%
NHC
549
Nicholas Hoffman & Company
Georgia
$481K +$10.2K +230 +2%
FCP
550
Fidelis Capital Partners
Florida
$480K