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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
701
Diversify Wealth Management
Utah
$277K -$170K -3,728 -39%
ACA
702
Aptus Capital Advisors
Alabama
$276K -$4.47K -98 -2%
CIA
703
Concurrent Investment Advisors
Florida
$273K +$272K +5,960 New
AG
704
AmeriFlex Group
Nevada
$273K +$120K +2,628 +79%
CIC
705
Crawford Investment Counsel
Georgia
$272K -$68.6K -1,504 -20%
Wealthfront Advisers
706
Wealthfront Advisers
California
$271K +$18.5K +406 +7%
MA
707
Montag & Associates
Georgia
$270K +$268K +5,881 New
HI
708
Harbour Investments
Wisconsin
$269K +$7.39K +162 +3%
LBC
709
Lowe Brockenbrough & Co
Virginia
$269K -$91 -2 -0%
FRA
710
Frank Rimerman Advisors
California
$269K +$2.05K +45 +0.8%
Twin Tree Management
711
Twin Tree Management
Texas
$264K +$263K +5,758 New
LAM
712
Lummis Asset Management
Texas
$263K -$18.3K -402 -7%
EH
713
Equitable Holdings
New York
$261K +$259K +5,686 New
SC
714
Savant Capital
Illinois
$259K +$257K +5,643 New
JIC
715
Johnson Investment Counsel
Ohio
$256K -$91 -2 -0%
KPWM
716
KDK Private Wealth Management
Texas
$255K +$253K +5,559 New
BAM
717
Belpointe Asset Management
Nevada
$253K -$35K -767 -12%
PVI
718
Pine Valley Investments
New Jersey
$251K -$14.9K -326 -6%
LIC
719
Laurus Investment Counsel
Canada
$251K -$46 -1 -0%
FWTB
720
First Western Trust Bank
Colorado
$249K -$46 -1 -0%
BAM
721
Brave Asset Management
New Jersey
$248K – – –
BL
722
BFSG LLC
California
$248K -$91 -2 -0%
CIA
723
Capital Investment Advisors
Georgia
$247K +$246K +5,388 New
RhumbLine Advisers
724
RhumbLine Advisers
Massachusetts
$247K -$4.1K -90 -2%
WMS
725
Wealth Management Strategies
Pennsylvania
$247K -$46 -1 -0%