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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 – – –
Axxcess Wealth Management
604
Axxcess Wealth Management
California
$260K +$7.37K +195 +3%
Guggenheim Capital
605
Guggenheim Capital
Illinois
$260K +$281K +7,443 New
Ethic Inc
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
OP
611
Oslo Pensjonsforsikring
$246K – – –
BC
612
Bridgefront Capital
Texas
$243K +$263K +6,950 New
JIC
613
Joel Isaacson & Co
New York
$242K -$56.7K -1,500 -18%
GSEP
614
Golden State Equity Partners
California
$242K -$38.8K -1,026 -13%
RCAG
615
Rehmann Capital Advisory Group
Michigan
$241K -$1.7K -45 -0.6%
Empirical Wealth Management
616
Empirical Wealth Management
Washington
$240K – – –
VV
617
Verity & Verity
South Carolina
$239K – – –
Thrivent Financial for Lutherans
618
Thrivent Financial for Lutherans
Minnesota
$237K – – –
NEPPG
619
New England Professional Planning Group
Rhode Island
$236K – – –
Citizens Financial Group
620
Citizens Financial Group
Rhode Island
$234K +$6.65K +176 +3%
Forum Financial Management
621
Forum Financial Management
Illinois
$234K -$48.3K -1,277 -16%
Fifth Third Wealth Advisors
622
Fifth Third Wealth Advisors
Ohio
$234K +$24K +634 +10%
TC
623
TAGStone Capital
North Carolina
$233K – – –
Haverford Trust Company
624
Haverford Trust Company
Pennsylvania
$230K +$4.95K +131 +2%
United Capital Financial Advisors
625
United Capital Financial Advisors
Texas
$229K -$17.2K -456 -7%