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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
701
Concurrent Investment Advisors
Florida
$273K +$272K +5,960 New
AG
702
AmeriFlex Group
Nevada
$273K +$120K +2,628 +79%
CIC
703
Crawford Investment Counsel
Georgia
$272K -$68.6K -1,504 -20%
Wealthfront Advisers
704
Wealthfront Advisers
California
$271K +$18.5K +406 +7%
MA
705
Montag & Associates
Georgia
$270K +$268K +5,881 New
HI
706
Harbour Investments
Wisconsin
$269K +$7.39K +162 +3%
LBC
707
Lowe Brockenbrough & Co
Virginia
$269K -$91 -2 -0%
FRA
708
Frank Rimerman Advisors
California
$269K +$2.05K +45 +0.8%
Twin Tree Management
709
Twin Tree Management
Texas
$264K +$263K +5,758 New
LAM
710
Lummis Asset Management
Texas
$263K -$18.3K -402 -7%
EH
711
Equitable Holdings
New York
$261K +$259K +5,686 New
SC
712
Savant Capital
Illinois
$259K +$257K +5,643 New
JIC
713
Johnson Investment Counsel
Ohio
$256K -$91 -2 -0%
KPWM
714
KDK Private Wealth Management
Texas
$255K +$253K +5,559 New
BAM
715
Belpointe Asset Management
Nevada
$253K -$35K -767 -12%
PVI
716
Pine Valley Investments
New Jersey
$251K -$14.9K -326 -6%
LIC
717
Laurus Investment Counsel
Canada
$251K -$46 -1 -0%
FWTB
718
First Western Trust Bank
Colorado
$249K -$46 -1 -0%
BAM
719
Brave Asset Management
New Jersey
$248K
BL
720
BFSG LLC
California
$248K -$91 -2 -0%
CIA
721
Capital Investment Advisors
Georgia
$247K +$246K +5,388 New
RhumbLine Advisers
722
RhumbLine Advisers
Massachusetts
$247K -$4.1K -90 -2%
WMS
723
Wealth Management Strategies
Pennsylvania
$247K -$46 -1 -0%
AWM
724
Axxcess Wealth Management
California
$246K -$73.7K -1,617 -23%
PWP
725
Principle Wealth Partners
Connecticut
$245K +$2.23K +49 +0.9%