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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
626
United Capital Financial Advisors
Texas
$283K +$11.2K +301 +5%
VV
627
Verity & Verity
South Carolina
$282K
NDSI
628
Newman Dignan & Sheerar Inc
Rhode Island
$281K +$252K +6,810 New
VAF
629
Values Added Financial
District of Columbia
$278K -$58.4K -1,575 -19%
NEPPG
630
New England Professional Planning Group
Rhode Island
$278K
FTWA
631
Fifth Third Wealth Advisors
Ohio
$276K
FFM
632
Forum Financial Management
Illinois
$276K
EWA
633
EP Wealth Advisors
California
$273K +$245K +6,617 New
BAM
634
Belpointe Asset Management
Nevada
$271K +$18.9K +510 +8%
WPC
635
Wedmont Private Capital
Pennsylvania
$270K +$3.56K +96 +2%
AA
636
Addison Advisors
Vermont
$269K +$630 +17 +0.3%
WCM
637
Washburn Capital Management
Florida
$269K
SG Americas Securities
638
SG Americas Securities
New York
$268K +$9.56K +258 +4%
BFS
639
Bradley Foster & Sargent
Connecticut
$267K -$158K -4,268 -40%
HTC
640
Haverford Trust Company
Pennsylvania
$266K -$4.86K -131 -2%
LCWP
641
Legacy Capital Wealth Partners
Arkansas
$266K -$40.9K -1,104 -15%
DWA
642
Douglass Winthrop Advisors
New York
$266K
SWA
643
Strata Wealth Advisors
Texas
$263K -$569K -15,357 -71%
GC
644
Guggenheim Capital
Illinois
$261K -$40.8K -1,102 -15%
CW
645
CreativeOne Wealth
Kansas
$260K +$234K +6,309 New
GSEP
646
Golden State Equity Partners
California
$259K -$23.9K -644 -9%
TI
647
Tidal Investments
Wisconsin
$257K +$231K +6,234 New
FB
648
Fulton Bank
Pennsylvania
$255K +$14.5K +390 +7%
KWM
649
Keebeck Wealth Management
Illinois
$251K
LIC
650
Laurus Investment Counsel
Canada
$250K