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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
626
Merit Financial Group
Georgia
$229K +$247K +6,546 New
WCM
627
Washburn Capital Management
Florida
$228K -$44K -1,163 -15%
AA
628
Addison Advisors
Vermont
$228K – – –
IC
629
Inscription Capital
Texas
$227K +$308K +8,145 New
SCP
630
Sivia Capital Partners
California
$226K -$1.02K -27 -0.4%
ECM
631
Evergreen Capital Management
Washington
$226K -$44.5K -1,177 -15%
DWA
632
Douglass Winthrop Advisors
New York
$225K -$364K -9,637 -60%
EW
633
Evoke Wealth
California
$223K +$241K +6,372 New
LSA
634
Leonteq Securities AG
Switzerland
$221K -$122K -3,216 -34%
FVWA
635
Foster Victor Wealth Advisors
South Carolina
$220K +$257K +6,788 New
QCM
636
QRG Capital Management
Illinois
$219K +$6.12K +162 +3%
Envestnet Portfolio Solutions
637
Envestnet Portfolio Solutions
Illinois
$218K -$299K -7,921 -56%
SWM
638
Sendero Wealth Management
Texas
$218K +$236K +6,254 New
SG Americas Securities
639
SG Americas Securities
New York
$218K -$40K -1,059 -15%
PWA
640
Provenance Wealth Advisors
Florida
$217K -$129K -3,416 -35%
SRC
641
Shufro Rose & Co
New York
$216K – – –
VFA
642
Valeo Financial Advisors
Indiana
$216K +$4.95K +131 +2%
KWM
643
Keebeck Wealth Management
Illinois
$213K -$34.9K -923 -13%
LIC
644
Laurus Investment Counsel
Canada
$212K – – –
BAM
645
Belpointe Asset Management
Nevada
$212K +$229K +6,071 New
WFI
646
West Family Investments
California
$211K – – –
BFO
647
Biltmore Family Office
North Carolina
$210K – – –
IAS
648
Insigneo Advisory Services
Florida
$208K -$193K -5,100 -46%
LBC
649
Lowe Brockenbrough & Co
Virginia
$208K -$10.2K -270 -4%
OWA
650
Opal Wealth Advisors
New York
$207K -$34.4K -911 -13%