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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
SQA
551
Simon Quick Advisors
New Jersey
$423K -$116K -3,129 -23%
DWT
552
Dorsey & Whitney Trust
South Dakota
$421K -$3.45K -93 -0.9%
BP
553
BBR Partners
New York
$417K
EAM
554
Evanson Asset Management
California
$416K +$374K +10,091 New
NA
555
NewEdge Advisors
Louisiana
$415K +$235K +6,329 +170%
PAW
556
Plan A Wealth
Nebraska
$413K
MFS
557
Mirabella Financial Services
United Kingdom
$406K -$2.11M -57,067 -85%
MCWA
558
Meadow Creek Wealth Advisors
Georgia
$404K -$12K -323 -3%
USCWA
559
U.S. Capital Wealth Advisors
Texas
$398K -$1.93K -52 -0.5%
SRL
560
Scientech Research LLC
New Jersey
$397K -$605K -16,325 -63%
PP
561
PDS Planning
Ohio
$396K +$53.7K +1,449 +18%
CT
562
Colonial Trust
South Carolina
$390K -$10K -270 -3%
MIF
563
Mediolanum International Funds
Ireland
$390K
FWP
564
Firethorn Wealth Partners
Georgia
$387K -$125K -3,372 -26%
CCWM
565
Cassaday & Co Wealth Management
Virginia
$384K
GCM
566
Genus Capital Management
British Columbia, Canada
$383K -$976K -26,331 -74%
HWA
567
Heartwood Wealth Advisors
Virginia
$378K
TF
568
Tenon Financial
New Jersey
$378K
WWC
569
Waypoint Wealth Counsel
Georgia
$378K
M&T Bank
570
M&T Bank
New York
$377K -$134K -3,606 -28%
GWM
571
Gibbs Wealth Management
Georgia
$375K +$24K +648 +8%
UB
572
UMB Bank
Missouri
$371K -$1.19K -32 -0.4%
BCWM
573
Bartlett & Co Wealth Management
Ohio
$370K
CFP
574
Catalyst Financial Partners
Massachusetts
$367K
GRP
575
Global Retirement Partners
California
$366K +$329K +8,871 New