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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
MLL
651
Moody Lynn & Lieberson
Massachusetts
$352K +$319 +7 +0.1%
EWA
652
EP Wealth Advisors
California
$350K +$347K +7,617 New
FSA
653
Financial Security Advisor
Virginia
$344K -$91 -2 -0%
PCM
654
Permanent Capital Management
Illinois
$339K -$91 -2 -0%
AGP
655
Autumn Glory Partners
Texas
$337K
MCCA
656
Mill Creek Capital Advisors
Pennsylvania
$333K -$46 -1 -0%
JIC
657
Joel Isaacson & Co
New York
$333K -$46 -1 -0%
GWM
658
Gibbs Wealth Management
Georgia
$332K -$45.6K -999 -13%
AP
659
Americana Partners
Texas
$330K +$328K +7,192 New
TA
660
Tactive Advisors
Florida
$328K +$6.07K +133 +2%
FC
661
Farringdon Capital
United Kingdom
$326K +$324K +7,096 New
CT
662
Colonial Trust
South Carolina
$325K -$72.5K -1,589 -18%
MFG
663
Merit Financial Group
Georgia
$324K +$68.8K +1,509 +27%
Bank Julius Baer & Co
664
Bank Julius Baer & Co
Switzerland
$322K +$228K +5,011 +249%
WPC
665
Wedmont Private Capital
Pennsylvania
$321K -$22.4K -492 -7%
EI
666
Ellevest Inc
New York
$320K -$46 -1 -0%
TPCW
667
TD Private Client Wealth
New York
$318K -$77.8K -1,706 -20%
SCP
668
Sivia Capital Partners
California
$317K +$7.43K +163 +2%
WFI
669
West Family Investments
California
$317K -$169K -3,702 -35%
VV
670
Verity & Verity
South Carolina
$314K
Group One Trading
671
Group One Trading
Illinois
$311K +$309K +6,782 New
NEPPG
672
New England Professional Planning Group
Rhode Island
$310K
VAF
673
Values Added Financial
District of Columbia
$310K
SAM
674
Sagewood Asset Management
New York
$310K +$308K +6,750 New
TTWM
675
TCV Trust & Wealth Management
Virginia
$309K -$46 -1 -0%