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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
626
Empirical Wealth Management
Washington
$263K – – –
OWA
627
Opal Wealth Advisors
New York
$262K -$3.39K -90 -1%
VV
628
Verity & Verity
South Carolina
$262K – – –
NEPPG
629
New England Professional Planning Group
Rhode Island
$259K – – –
VAF
630
Values Added Financial
District of Columbia
$259K – – –
TC
631
TAGStone Capital
North Carolina
$256K – – –
CFG
632
Citizens Financial Group
Rhode Island
$250K +$13.6K +360 +6%
AA
633
Addison Advisors
Vermont
$249K – – –
SCP
634
Sivia Capital Partners
California
$249K -$3.5K -93 -1%
HTC
635
Haverford Trust Company
Pennsylvania
$247K +$10.8K +288 +5%
CA
636
Clearstead Advisors
Ohio
$247K +$1.24K +33 +0.5%
RSWM
637
Robertson Stephens Wealth Management
California
$245K +$241K +6,408 New
LBC
638
Lowe Brockenbrough & Co
Virginia
$238K +$234K +6,218 New
KA
639
Kovack Advisors
Florida
$238K +$339 +9 +0.1%
SRC
640
Shufro Rose & Co
New York
$237K +$233K +6,195 New
Thrivent Financial for Lutherans
641
Thrivent Financial for Lutherans
Minnesota
$237K -$6.52K -173 -3%
ACA
642
Aptus Capital Advisors
Alabama
$236K +$232K +6,149 New
CAWM
643
Capital A Wealth Management
Pennsylvania
$235K +$231K +6,131 New
QCM
644
QRG Capital Management
Illinois
$234K +$230K +6,116 New
LIC
645
Laurus Investment Counsel
Canada
$233K – – –
WPC
646
Wedmont Private Capital
Pennsylvania
$233K -$83.1K -2,206 -26%
VFA
647
Valeo Financial Advisors
Indiana
$232K +$4.86K +129 +2%
FTWA
648
Fifth Third Wealth Advisors
Ohio
$232K +$228K +6,056 New
NWAG
649
Net Worth Advisory Group
Utah
$232K +$228K +6,047 New
WFI
650
West Family Investments
California
$231K +$228K +6,039 New