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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
726
Occidental Asset Management
California
$245K +$20.1K +440 +9%
WBCM
727
Wilson & Boucher Capital Management
California
$244K -$46 -1 -0%
HCA
728
Harbour Capital Advisors
Virginia
$242K
POIA
729
Pin Oak Investment Advisors
Texas
$241K -$46 -1 -0%
NCM
730
Northside Capital Management
Oregon
$241K
CH
731
Cromwell Holdings
Wyoming
$239K -$46 -1 -0%
GC
732
Grimes & Company
Massachusetts
$238K -$1.69K -37 -0.7%
ECM
733
Evergreen Capital Management
Washington
$237K -$18.8K -413 -7%
DADC
734
D.A. Davidson & Co
Montana
$237K +$11.8K +259 +5%
JSSH
735
J. Safra Sarasin Holding
$236K
FB
736
Fulton Bank
Pennsylvania
$236K -$32.1K -705 -12%
MWM
737
Meridian Wealth Management
Kentucky
$236K +$234K +5,136 New
DWA
738
Douglass Winthrop Advisors
New York
$235K +$91 +2 +0%
BWA
739
Basecamp Wealth Advisors
Washington
$234K +$233K +5,106 New
KBG
740
Kahn Brothers Group
New York
$233K
OFW
741
Omnia Family Wealth
Florida
$233K -$46 -1 -0%
TSW
742
Thompson Siegel & Walmsley
Virginia
$232K -$46 -1 -0%
GCP
743
GSA Capital Partners
United Kingdom
$231K +$230K +5,039 New
CIC
744
Chilton Investment Company
Connecticut
$231K -$46 -1 -0%
Thrivent Financial for Lutherans
745
Thrivent Financial for Lutherans
Minnesota
$230K -$15.8K -346 -7%
TPW
746
Transatlantique Private Wealth
New York
$230K +$241K +5,277 New
RWP
747
RWA Wealth Partners
Massachusetts
$229K +$410 +9 +0.2%
SIC
748
SFE Investment Counsel
California
$229K -$16.8K -368 -7%
WIA
749
World Investment Advisors
California
$229K +$228K +4,992 New
EWA
750
EverSource Wealth Advisors
Alabama
$229K +$29.9K +656 +15%