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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
601
HHM Wealth Advisors
Tennessee
$25K – – –
RCM
602
Ravenstone Capital Management
$23.1K +$23.6K +807 New
HWM
603
Holloway Wealth Management
Florida
$22K – – –
BA
604
Bellwether Advisors
Nebraska
$21K +$22K +753 New
SWM
605
Sugarloaf Wealth Management
Georgia
$19K – – –
TF
606
TimeScale Financial
Massachusetts
$19K – – –
TWM
607
Tradition Wealth Management
Minnesota
$19K +$613 +21 +3%
MPWT
608
MassMutual Private Wealth & Trust
Connecticut
$17K +$234 +8 +1%
GEA
609
Glen Eagle Advisors
New Jersey
$17K – – –
TFIPS
610
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16K -$27.1K -927 -62%
EW
611
Evoke Wealth
California
$16K -$58 -2 -0.3%
EL
612
EMFO LLC
Florida
$16K – – –
PA
613
Parallel Advisors
California
$16K +$11.7K +401 +249%
MWM
614
Mascoma Wealth Management
New Hampshire
$16K +$16.3K +557 New
CAM
615
Costello Asset Management
Pennsylvania
$16K +$16.6K +570 New
Koshinski Asset Management
616
Koshinski Asset Management
Illinois
$14.4K +$14.6K +501 New
CCM
617
Cribstone Capital Management
Maine
$13K +$13K +445 New
SAM
618
Strategic Asset Management
Minnesota
$11K +$10.8K +371 New
OCM
619
Orion Capital Management
California
$11K +$11.3K +386 New
ACA
620
Atlas Capital Advisors
Wyoming
$9.95K – – –
EARNEST Partners
621
EARNEST Partners
Georgia
$9K – – –
NSIM
622
North Star Investment Management
Illinois
$9K +$993 +34 +12%
BCM
623
Bourgeon Capital Management
Connecticut
$8K – – –
FPS
624
Fieldpoint Private Securities
Connecticut
$8K +$7.65K +262 New
KIG
625
Kowal Investment Group
Wisconsin
$8K +$8.29K +284 New