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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
Nicholas Hoffman & Company
576
Nicholas Hoffman & Company
Georgia
$463K -$19.2K -421 -4%
MCWA
577
Meadow Creek Wealth Advisors
Georgia
$462K -$287K -6,305 -38%
PAW
578
Plan A Wealth
Nebraska
$459K -$46 -1 -0%
WAU
579
Wellington-Altus USA
Manitoba, Canada
$459K +$428K +9,377 New
JC
580
JBF Capital
Colorado
$459K +$456K +10,000 New
UMB Bank
581
UMB Bank
Missouri
$458K +$13.6K +298 +3%
AlphaCore Capital
582
AlphaCore Capital
California
$457K -$15.6K -342 -3%
Sagespring Wealth Partners
583
Sagespring Wealth Partners
Tennessee
$451K +$62.3K +1,366 +16%
IHT Wealth Management
584
IHT Wealth Management
Illinois
$446K -$44.2K -970 -9%
RSA
585
River Street Advisors
Illinois
$443K +$196K +4,300 +80%
Engineers Gate Manager
586
Engineers Gate Manager
New York
$442K +$439K +9,625 New
Simplicity Wealth
587
Simplicity Wealth
New Jersey
$441K +$48.8K +1,070 +13%
AWM
588
Aprio Wealth Management
Georgia
$432K +$152K +3,328 +55%
DCM
589
Delaney Capital Management
$431K +$427K +9,367 New
Envestnet Portfolio Solutions
590
Envestnet Portfolio Solutions
Illinois
$430K -$20.2K -443 -5%
Cassaday & Co Wealth Management
591
Cassaday & Co Wealth Management
Virginia
$429K – – –
VFA
592
Voya Financial Advisors
Connecticut
$428K -$47.6K -1,044 -10%
GCM
593
Genus Capital Management
British Columbia, Canada
$426K -$1.19K -26 -0.3%
Tower Research Capital (TRC)
594
Tower Research Capital (TRC)
New York
$425K -$1.36M -29,833 -76%
CCA
595
Checchi Capital Advisers
California
$425K -$81.9K -1,797 -16%
Forum Financial Management
596
Forum Financial Management
Illinois
$424K -$6.88K -151 -2%
WWC
597
Waypoint Wealth Counsel
Georgia
$423K +$2.74K +60 +0.7%
HWA
598
Heartwood Wealth Advisors
Virginia
$422K -$46 -1 -0%
Greenleaf Trust
599
Greenleaf Trust
Michigan
$417K -$91 -2 -0%
BMCM
600
Bryn Mawr Capital Management
Pennsylvania
$413K -$46 -1 -0%