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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
551
Macquarie Group
Australia
$281K
WANY
552
Wealthspire Advisors (New York)
New York
$281K +$35K +1,107 +15%
RDIA
553
RE Dickinson Investment Advisors
Iowa
$278K +$270K +8,550 New
SBIA
554
Sheaff Brock Investment Advisors
Indiana
$277K
VV
555
Verity & Verity
South Carolina
$275K
COF
556
Capital One Financial
Virginia
$274K -$97.6K -3,086 -27%
CFA
557
CWS Financial Advisors
Michigan
$274K +$266K +8,417 New
DIA
558
Dana Investment Advisors
Wisconsin
$272K
JIC
559
Joel Isaacson & Co
New York
$270K -$63 -2 -0%
GWMIA
560
Global Wealth Management Investment Advisory
Florida
$270K +$39.1K +1,236 +17%
WAM
561
Wakefield Asset Management
Colorado
$269K
BJL
562
Brighton Jones LLC
Washington
$269K +$25.9K +820 +11%
CGL
563
Clarius Group LLC
Washington
$268K -$63K -1,991 -19%
HH
564
Hilltop Holdings
Texas
$266K +$259K +8,179 New
PA
565
Pinnacle Associates
New York
$261K -$24.7K -781 -9%
9WM
566
9258 Wealth Management
Ohio
$255K -$569 -18 -0.2%
AA
567
Addison Advisors
Vermont
$254K
BMCM
568
Bryn Mawr Capital Management
Pennsylvania
$253K
S
569
SignatureFD
Georgia
$253K
Fayez Sarofim & Co
570
Fayez Sarofim & Co
Texas
$252K
IWM
571
IHT Wealth Management
Illinois
$250K -$8.73K -276 -3%
AC
572
ASB Consultores
Florida
$250K +$243K +7,676 New
SWP
573
Stratos Wealth Partners
Ohio
$249K +$242K +7,663 New
VFA
574
Valeo Financial Advisors
Indiana
$240K +$127 +4 +0.1%
GWS
575
Glassman Wealth Services
Virginia
$239K +$14.1K +447 +6%