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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
BTW
576
Boston Trust Walden
Massachusetts
$269K +$240K +7,593 New
ESB
577
Essex Savings Bank
Connecticut
$267K -$2.87K -91 -1%
BL
578
BFSG LLC
California
$267K -$17K -540 -7%
CSPIA
579
Cary Street Partners Investment Advisory
Virginia
$266K +$237K +7,508 New
FSA
580
Financial Security Advisor
Virginia
$265K
NP
581
NorthRock Partners
Minnesota
$258K +$230K +7,293 New
CFB
582
Cullen/Frost Bankers
Texas
$252K +$99.4K +3,150 +80%
KWM
583
Keebeck Wealth Management
Illinois
$249K +$221K +7,016 New
UCFA
584
United Capital Financial Advisors
Texas
$248K +$221K +6,995 New
Prudential Financial
585
Prudential Financial
New Jersey
$246K +$220K +6,957 New
CIA
586
Concurrent Investment Advisors
Florida
$246K +$219K +6,950 New
OWA
587
Opal Wealth Advisors
New York
$246K -$30.2K -958 -12%
AO
588
Advisor OS
Illinois
$244K +$218K +6,899 New
EWM
589
Empirical Wealth Management
Washington
$243K -$23.7K -750 -10%
VV
590
Verity & Verity
South Carolina
$242K +$216K +6,840 New
RCAG
591
Rehmann Capital Advisory Group
Michigan
$241K +$215K +6,804 New
NEPPG
592
New England Professional Planning Group
Rhode Island
$239K +$213K +6,750 New
VAF
593
Values Added Financial
District of Columbia
$239K +$213K +6,750 New
D.E. Shaw & Co
594
D.E. Shaw & Co
New York
$239K +$213K +6,750 New
TC
595
TAGStone Capital
North Carolina
$237K +$211K +6,683 New
IC
596
Iconiq Capital
California
$235K +$209K +6,632 New
SCP
597
Sivia Capital Partners
California
$234K +$208K +6,597 New
AA
598
Addison Advisors
Vermont
$231K
DWA
599
Douglass Winthrop Advisors
New York
$229K +$204K +6,449 New
ECM
600
Evergreen Capital Management
Washington
$228K +$203K +6,444 New