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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
626
Joel Isaacson & Co
New York
$331K +$13.8K +312 +4%
WPC
627
Wedmont Private Capital
Pennsylvania
$329K +$36.9K +832 +13%
BCM
628
Bayesian Capital Management
New York
$329K -$366K -8,250 -53%
TA
629
Tactive Advisors
Florida
$321K +$51.8K +1,170 +20%
FVWA
630
Foster Victor Wealth Advisors
South Carolina
$320K +$9.17K +207 +3%
AWM
631
Axxcess Wealth Management
California
$319K -$23.6K -533 -7%
EI
632
Ellevest Inc
New York
$319K
WHG
633
Westwood Holdings Group
Texas
$317K -$443 -10 -0.1%
IA
634
IFC Advisors
California
$317K -$13.3K -301 -4%
AGC
635
Aspen Grove Capital
Colorado
$315K +$306K +6,896 New
RCAG
636
Rehmann Capital Advisory Group
Michigan
$313K -$2.35K -53 -0.8%
VV
637
Verity & Verity
South Carolina
$313K
SCP
638
Sivia Capital Partners
California
$309K -$80.5K -1,816 -21%
NEPPG
639
New England Professional Planning Group
Rhode Island
$309K
VAF
640
Values Added Financial
District of Columbia
$309K
TTWM
641
TCV Trust & Wealth Management
Virginia
$308K +$76.9K +1,736 +35%
FTWA
642
Fifth Third Wealth Advisors
Ohio
$306K -$177 -4 -0.1%
TC
643
TAGStone Capital
North Carolina
$306K
TFA
644
Toth Financial Advisory
Virginia
$302K +$239K +5,400 +450%
MWM
645
Modera Wealth Management
New Jersey
$299K +$290K +6,540 New
AA
646
Addison Advisors
Vermont
$299K
WCM
647
Washburn Capital Management
Florida
$298K
Wolverine Trading
648
Wolverine Trading
Illinois
$298K -$587K -13,254 -67%
BFS
649
Bradley Foster & Sargent
Connecticut
$296K
VFA
650
Valeo Financial Advisors
Indiana
$296K -$43.6K -983 -13%