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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
SA
726
Sovran Advisors
California
$218K +$214K +4,829 New
ATPW
727
Ashton Thomas Private Wealth
Arizona
$218K +$239K +5,386 New
RhumbLine Advisers
728
RhumbLine Advisers
Massachusetts
$218K -$488 -11 -0.2%
WMS
729
Wealth Management Strategies
Pennsylvania
$217K – – –
GIA
730
GHP Investment Advisors
Colorado
$217K +$238K +5,362 New
PWP
731
Principle Wealth Partners
Connecticut
$216K – – –
WBCM
732
Wilson & Boucher Capital Management
California
$215K – – –
POIA
733
Pin Oak Investment Advisors
Texas
$215K – – –
IFG
734
Independent Financial Group
California
$215K +$32.4K +731 +16%
PVI
735
Pine Valley Investments
New Jersey
$213K -$8.86K -200 -4%
NCM
736
Northside Capital Management
Oregon
$212K – – –
BT
737
Banque Transatlantique
France
$212K +$234K +5,277 New
EL
738
EWA LLC
Pennsylvania
$212K +$21K +474 +10%
GC
739
Grimes & Company
Massachusetts
$211K +$1.33K +30 +0.6%
5NPW
740
55 North Private Wealth
Florida
$211K +$231K +5,212 New
CH
741
Cromwell Holdings
Wyoming
$211K – – –
JSSH
742
J. Safra Sarasin Holding
$209K +$1.24K +28 +0.5%
SOW
743
State of Wyoming
Wyoming
$208K +$12.9K +290 +6%
BWA
744
Basecamp Wealth Advisors
Washington
$207K – – –
TSW
745
Thompson Siegel & Walmsley
Virginia
$205K – – –
OFW
746
Omnia Family Wealth
Florida
$204K – – –
EW
747
Evoke Wealth
California
$203K +$24.7K +558 +13%
DILIC
748
Dai-ichi Life Insurance Company
Japan
$202K -$177K -4,000 -44%
RWP
749
RWA Wealth Partners
Massachusetts
$202K – – –
CCMG
750
Clark Capital Management Group
Pennsylvania
$202K +$9.75K +220 +5%