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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
726
Axxcess Wealth Management
California
$246K -$73.7K -1,617 -23%
PWP
727
Principle Wealth Partners
Connecticut
$245K +$2.23K +49 +0.9%
OAM
728
Occidental Asset Management
California
$245K +$20.1K +440 +9%
WBCM
729
Wilson & Boucher Capital Management
California
$244K -$46 -1 -0%
HCA
730
Harbour Capital Advisors
Virginia
$242K – – –
POIA
731
Pin Oak Investment Advisors
Texas
$241K -$46 -1 -0%
NCM
732
Northside Capital Management
Oregon
$241K – – –
CH
733
Cromwell Holdings
Wyoming
$239K -$46 -1 -0%
GC
734
Grimes & Company
Massachusetts
$238K -$1.69K -37 -0.7%
ECM
735
Evergreen Capital Management
Washington
$237K -$18.8K -413 -7%
DADC
736
D.A. Davidson & Co
Montana
$237K +$11.8K +259 +5%
JSSH
737
J. Safra Sarasin Holding
$236K – – –
FB
738
Fulton Bank
Pennsylvania
$236K -$32.1K -705 -12%
MWM
739
Meridian Wealth Management
Kentucky
$236K +$234K +5,136 New
DWA
740
Douglass Winthrop Advisors
New York
$235K +$91 +2 +0%
BWA
741
Basecamp Wealth Advisors
Washington
$234K +$233K +5,106 New
KBG
742
Kahn Brothers Group
New York
$233K – – –
OFW
743
Omnia Family Wealth
Florida
$233K -$46 -1 -0%
TSW
744
Thompson Siegel & Walmsley
Virginia
$232K -$46 -1 -0%
GCP
745
GSA Capital Partners
United Kingdom
$231K +$230K +5,039 New
CIC
746
Chilton Investment Company
Connecticut
$231K -$46 -1 -0%
Thrivent Financial for Lutherans
747
Thrivent Financial for Lutherans
Minnesota
$230K -$15.8K -346 -7%
TPW
748
Transatlantique Private Wealth
New York
$230K +$241K +5,277 New
RWP
749
RWA Wealth Partners
Massachusetts
$229K +$410 +9 +0.2%
SIC
750
SFE Investment Counsel
California
$229K -$16.8K -368 -7%