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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
BFO
651
Biltmore Family Office
North Carolina
$230K
LAM
652
Lummis Asset Management
Texas
$228K
MCC
653
Malaga Cove Capital
California
$219K
GRP
654
Global Retirement Partners
California
$218K +$33.8K +896 +19%
JIC
655
Johnson Investment Counsel
Ohio
$217K
LSAG
656
Lake Street Advisors Group
New Hampshire
$210K +$206K +5,481 New
SW
657
SVB Wealth
Massachusetts
$210K +$206K +5,480 New
FWTB
658
First Western Trust Bank
Colorado
$208K -$27K -717 -12%
BAM
659
Brave Asset Management
New Jersey
$207K +$203K +5,400 New
HI
660
Harbour Investments
Wisconsin
$206K
WMS
661
Wealth Management Strategies
Pennsylvania
$206K +$202K +5,373 New
OFG
662
Oxford Financial Group
Indiana
$206K +$202K +5,367 New
CWA
663
Canvas Wealth Advisors
Kansas
$205K +$202K +5,364 New
VF
664
Virtu Financial
New York
$205K -$22.3K -591 -10%
SWM
665
SeaCrest Wealth Management
New York
$204K +$201K +5,336 New
NP
666
NorthRock Partners
Minnesota
$204K -$74K -1,965 -27%
WBCM
667
Wilson & Boucher Capital Management
California
$204K
QC
668
Quent Capital
New York
$203K +$226 +6 +0.1%
CIC
669
Carnegie Investment Counsel
Ohio
$201K +$198K +5,249 New
BIC
670
Beach Investment Counsel
Pennsylvania
$201K
CH
671
Cromwell Holdings
Wyoming
$200K
FFA
672
Farther Finance Advisors
California
$193K -$25.1K -666 -12%
WTC
673
WhitTier Trust Company
Nevada
$189K
POIA
674
Pin Oak Investment Advisors
Texas
$189K
SOW
675
State of Wyoming
Wyoming
$183K -$185K -4,905 -51%