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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
ACGA
601
Atlanta Consulting Group Advisors
Georgia
$266K
LCWP
602
Legacy Capital Wealth Partners
Arkansas
$264K -$54.6K -1,444 -16%
FSA
603
Financial Security Advisor
Virginia
$262K
AWM
604
Axxcess Wealth Management
California
$260K +$7.37K +195 +3%
GC
605
Guggenheim Capital
Illinois
$260K +$281K +7,443 New
EI
606
Ethic Inc
New York
$258K +$272K +7,205 New
PCM
607
Permanent Capital Management
Illinois
$258K
AGP
608
Autumn Glory Partners
Texas
$256K
BL
609
BFSG LLC
California
$254K -$7.67K -203 -3%
IA
610
IFC Advisors
California
$249K +$269K +7,121 New
BC
611
Bridgefront Capital
Texas
$243K +$263K +6,950 New
JIC
612
Joel Isaacson & Co
New York
$242K -$56.7K -1,500 -18%
GSEP
613
Golden State Equity Partners
California
$242K -$38.8K -1,026 -13%
RCAG
614
Rehmann Capital Advisory Group
Michigan
$241K -$1.7K -45 -0.6%
EWM
615
Empirical Wealth Management
Washington
$240K
VV
616
Verity & Verity
South Carolina
$239K
Thrivent Financial for Lutherans
617
Thrivent Financial for Lutherans
Minnesota
$237K
NEPPG
618
New England Professional Planning Group
Rhode Island
$236K
CFG
619
Citizens Financial Group
Rhode Island
$234K +$6.65K +176 +3%
FFM
620
Forum Financial Management
Illinois
$234K -$48.3K -1,277 -16%
FTWA
621
Fifth Third Wealth Advisors
Ohio
$234K +$24K +634 +10%
TC
622
TAGStone Capital
North Carolina
$233K
HTC
623
Haverford Trust Company
Pennsylvania
$230K +$4.95K +131 +2%
UCFA
624
United Capital Financial Advisors
Texas
$229K -$17.2K -456 -7%
MFG
625
Merit Financial Group
Georgia
$229K +$247K +6,546 New