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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
GT
601
Greenleaf Trust
Michigan
$430K -$24.9K -557 -5%
CSP
602
Cary Street Partners
Virginia
$428K +$60.7K +1,357 +16%
JC
603
JBF Capital
Colorado
$426K – – –
LAI
604
Legal Advantage Investments
California
$426K +$447K +10,000 New
PA
605
Pinnacle Associates
New York
$425K +$182K +4,068 +69%
IAS
606
Insigneo Advisory Services
Florida
$424K +$162K +3,614 +57%
NHC
607
Nicholas Hoffman & Company
Georgia
$423K -$6.62K -148 -1%
CA
608
Clearstead Advisors
Ohio
$422K -$342K -7,645 -44%
IMC Chicago
609
IMC Chicago
Illinois
$421K +$442K +9,877 New
AIM
610
Anchor Investment Management
South Carolina
$419K -$4.47K -100 -1%
TA
611
Tactive Advisors
Florida
$419K +$48.3K +1,080 +12%
DWP
612
Daymark Wealth Partners
Ohio
$414K -$6.84K -153 -2%
RSA
613
River Street Advisors
Illinois
$411K – – –
M&T Bank
614
M&T Bank
New York
$411K -$36K -804 -8%
QC
615
Quent Capital
New York
$411K – – –
EH
616
Equitable Holdings
New York
$406K +$426K +9,531 New
KCM
617
Kathmere Capital Management
Pennsylvania
$405K +$62.5K +1,397 +17%
CFP
618
Catalyst Financial Partners
Massachusetts
$398K -$26.3K -589 -6%
CCWM
619
Cassaday & Co Wealth Management
Virginia
$398K -$3.22K -72 -0.8%
CCA
620
Checchi Capital Advisers
California
$397K -$3.08K -69 -0.7%
AWM
621
Aprio Wealth Management
Georgia
$396K +$581 +13 +0.1%
PFS
622
Prospera Financial Services
Texas
$394K -$65.8K -1,472 -14%
LFA
623
Legacy Financial Advisors
Kentucky
$393K +$28.2K +631 +7%
MLL
624
Moody Lynn & Lieberson
Massachusetts
$392K +$35.2K +788 +9%
WAU
625
Wellington-Altus USA
Manitoba, Canada
$392K +$103K +2,293 +34%