We are live on ! Find out more
BN icon

Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
FM
651
Family Management
New York
$321K – – –
AGP
652
Autumn Glory Partners
Texas
$317K +$22.2K +500 +7%
WAU
653
Wellington-Altus USA
Manitoba, Canada
$316K -$118K -2,652 -28%
Farmers & Merchants Investments Inc
654
Farmers & Merchants Investments Inc
Nebraska
$316K -$28.7K -647 -8%
AP
655
Appleton Partners
Massachusetts
$316K – – –
SCM
656
Summerhill Capital Management
Ontario, Canada
$316K +$346K +7,802 New
Savant Capital
657
Savant Capital
Illinois
$313K +$93.2K +2,102 +37%
CIAS
658
Capital Investment Advisory Services
North Carolina
$313K +$1.77K +40 +0.5%
NDSI
659
Newman Dignan & Sheerar Inc
Rhode Island
$311K – – –
Concurrent Investment Advisors
660
Concurrent Investment Advisors
Florida
$311K +$76.7K +1,730 +29%
FWP
661
Firethorn Wealth Partners
Georgia
$311K -$13K -294 -4%
WFI
662
West Family Investments
California
$307K +$29.9K +674 +10%
FSA
663
Financial Security Advisor
Virginia
$303K – – –
Mill Creek Capital Advisors
664
Mill Creek Capital Advisors
Pennsylvania
$294K – – –
JIC
665
Joel Isaacson & Co
New York
$293K – – –
AG
666
Ascent Group
Virginia
$288K +$25.9K +584 +9%
Wedmont Private Capital
667
Wedmont Private Capital
Pennsylvania
$286K – – –
Americana Partners
668
Americana Partners
Texas
$284K -$7.67K -173 -2%
EI
669
Ellevest Inc
New York
$282K – – –
AWAU
670
Alliance Wealth Advisors (Utah)
Utah
$282K -$58.7K -1,324 -16%
NWAG
671
Net Worth Advisory Group
Utah
$281K +$11.6K +262 +4%
GAM
672
Griffin Asset Management
New York
$280K -$65.9K -1,487 -18%
VV
673
Verity & Verity
South Carolina
$277K – – –
NEPPG
674
New England Professional Planning Group
Rhode Island
$273K – – –
VAF
675
Values Added Financial
District of Columbia
$273K – – –