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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
626
Merit Financial Group
Georgia
$283K +$11.9K +321 +5%
UCFA
627
United Capital Financial Advisors
Texas
$283K +$11.2K +301 +5%
VV
628
Verity & Verity
South Carolina
$282K – – –
NDSI
629
Newman Dignan & Sheerar Inc
Rhode Island
$281K +$252K +6,810 New
VAF
630
Values Added Financial
District of Columbia
$278K -$58.4K -1,575 -19%
NEPPG
631
New England Professional Planning Group
Rhode Island
$278K – – –
FTWA
632
Fifth Third Wealth Advisors
Ohio
$276K – – –
FFM
633
Forum Financial Management
Illinois
$276K – – –
EWA
634
EP Wealth Advisors
California
$273K +$245K +6,617 New
BAM
635
Belpointe Asset Management
Nevada
$271K +$18.9K +510 +8%
WPC
636
Wedmont Private Capital
Pennsylvania
$270K +$3.56K +96 +2%
AA
637
Addison Advisors
Vermont
$269K +$630 +17 +0.3%
WCM
638
Washburn Capital Management
Florida
$269K – – –
SG Americas Securities
639
SG Americas Securities
New York
$268K +$9.56K +258 +4%
BFS
640
Bradley Foster & Sargent
Connecticut
$267K -$158K -4,268 -40%
HTC
641
Haverford Trust Company
Pennsylvania
$266K -$4.86K -131 -2%
LCWP
642
Legacy Capital Wealth Partners
Arkansas
$266K -$40.9K -1,104 -15%
DWA
643
Douglass Winthrop Advisors
New York
$266K – – –
SWA
644
Strata Wealth Advisors
Texas
$263K -$569K -15,357 -71%
GC
645
Guggenheim Capital
Illinois
$261K -$40.8K -1,102 -15%
CW
646
CreativeOne Wealth
Kansas
$260K +$234K +6,309 New
GSEP
647
Golden State Equity Partners
California
$259K -$23.9K -644 -9%
TI
648
Tidal Investments
Wisconsin
$257K +$231K +6,234 New
FB
649
Fulton Bank
Pennsylvania
$255K +$14.5K +390 +7%
KWM
650
Keebeck Wealth Management
Illinois
$251K – – –