We are live on ! Find out more
BN icon

Brookfield
BN

Name Holding Trade Value Shares
Change 		Change in
Stake
VF
701
Virtu Financial
New York
$279K +$293K +6,548 New
WCM
702
Washburn Capital Management
Florida
$278K – – –
PAI
703
Pittenger & Anderson Inc
Nebraska
$276K +$71.8K +1,605 +33%
MWM
704
Modera Wealth Management
New Jersey
$273K +$7.74K +173 +3%
ACA
705
Aptus Capital Advisors
Alabama
$273K +$8.59K +192 +3%
FTWA
706
Fifth Third Wealth Advisors
Ohio
$269K +$850 +19 +0.3%
CIAM
707
Caitong International Asset Management
Hong Kong
$266K +$279K +6,231 +31,155%
VFA
708
Valeo Financial Advisors
Indiana
$264K +$4.61K +103 +2%
BEI
709
Benjamin Edwards Inc
Missouri
$262K -$147K -3,290 -35%
HP
710
Hikari Power
Japan
$262K – – –
FWP
711
Falcon Wealth Planning
California
$261K +$274K +6,124 New
IAA
712
Independent Advisor Alliance
North Carolina
$260K -$99K -2,215 -27%
IIL
713
Income Insurance Ltd
$260K – – –
KWM
714
Keebeck Wealth Management
Illinois
$260K – – –
CW
715
CreativeOne Wealth
Kansas
$259K – – –
PWA
716
Provenance Wealth Advisors
Florida
$259K – – –
WPC
717
Wedmont Private Capital
Pennsylvania
$256K -$42.2K -943 -14%
BAM
718
Belpointe Asset Management
Nevada
$256K +$760 +17 +0.3%
EF
719
Evanson Financial
Virginia
$256K +$268K +6,000 New
CWP
720
Curated Wealth Partners
California
$255K – – –
AG
721
AmeriFlex Group
Nevada
$254K +$447 +10 +0.2%
CWWM
722
Clear Wave Wealth Management
New Jersey
$251K – – –
BFS
723
Bradley Foster & Sargent
Connecticut
$249K -$27.9K -625 -10%
ATPW
724
Ashton Thomas Private Wealth
Arizona
$248K +$19.1K +427 +8%
CCM
725
Coldstream Capital Management
Washington
$246K -$456K -10,200 -64%
27 28
29
30 31