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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
751
Morse Asset Management
Connecticut
$123K
UBP
752
Union Bancaire Privee
Switzerland
$119K
BCM
753
Berbice Capital Management
New York
$117K +$6.65K +150 +6%
SAM
754
Smartleaf Asset Management
Massachusetts
$111K +$86K +1,941 +407%
MHR
755
Matthew Hamilton Rosenberg
$106K
CB
756
Community Bank
New York
$105K
SWM
757
Spire Wealth Management
Virginia
$103K -$27.6K -624 -22%
CT
758
Coastline Trust
Rhode Island
$96K
SFFS
759
Stonehage Fleming Financial Services
Jersey
$95.7K
Bank Julius Baer & Co
760
Bank Julius Baer & Co
Switzerland
$91.9K +$23.8K +538 +37%
PFBT
761
Parkside Financial Bank & Trust
Missouri
$90.6K -$2.92K -66 -3%
CTC
762
Central Trust Company
Missouri
$80.3K +$3.06K +69 +4%
Nisa Investment Advisors
763
Nisa Investment Advisors
Missouri
$79.5K
ACM
764
Accent Capital Management
Ohio
$74.7K -$13.6K -306 -16%
AFG
765
Albion Financial Group
Utah
$68.6K
AssetMark Inc
766
AssetMark Inc
California
$66K +$43.4K +980 +211%
PB
767
Pinnacle Bancorp
Nebraska
$62.5K
CSPIA
768
Cary Street Partners Investment Advisory
Virginia
$60K +$16.2K +365 +39%
PWMG
769
Prestige Wealth Management Group
New Jersey
$59.3K
TH
770
TCTC Holdings
Texas
$58.8K
FGAM
771
Financial Gravity Asset Management
Texas
$56.9K +$55.2K +1,245 New
TFIPS
772
Towarzystwo Funduszy Inwestycyjnych PZU SA
$54.9K
BCM
773
Boreal Capital Management
Florida
$54.8K +$6.65K +150 +14%
FWM
774
FSA Wealth Management
Massachusetts
$54K
LFG
775
Larson Financial Group
Missouri
$53.8K +$12.7K +286 +32%