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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
751
Golden State Wealth Management
California
$201K +$266 +6 +0.1%
EWA
752
EverSource Wealth Advisors
Alabama
$201K -$798 -18 -0.4%
SWM
753
Shepherd Wealth Management
Ohio
$201K +$195K +4,405 New
OAM
754
Occidental Asset Management
California
$200K -$17K -384 -7%
PAI
755
Pittenger & Anderson Inc
Nebraska
$197K +$6.21K +140 +3%
PIM
756
Plato Investment Management
Australia
$192K +$22.2K +502 +12%
PPC
757
Park Place Capital
Alabama
$190K – – –
PA
758
Parallel Advisors
California
$182K +$6.96K +157 +4%
RBC
759
Roble Belko & Company
Pennsylvania
$182K – – –
SS
760
SBI Securities
Japan
$178K -$26.1K -589 -12%
FAMI
761
Fideuram Asset Management (Ireland)
$167K +$116K +2,628 New
PGAM
762
Princeton Global Asset Management
New Jersey
$161K +$133 +3 +0.1%
DFA
763
DHJJ Financial Advisors
Illinois
$151K – – –
MHIP
764
Mountain Hill Investment Partners
New Jersey
$145K – – –
OWA
765
Opal Wealth Advisors
New York
$144K +$158K +3,569 New
MPWT
766
MassMutual Private Wealth & Trust
Connecticut
$138K -$39K -880 -20%
IRAG
767
Investment Research & Advisory Group
Georgia
$137K – – –
LFG
768
Larson Financial Group
Missouri
$127K +$34.2K +772 +32%
IA
769
IFG Advisory
Georgia
$127K -$210K -4,739 -60%
AssetMark Inc
770
AssetMark Inc
California
$126K +$75.6K +1,705 +121%
MAM
771
Morse Asset Management
Connecticut
$109K – – –
UBP
772
Union Bancaire Privee
Switzerland
$103K – – –
CF
773
Centaurus Financial
California
$102K – – –
MHR
774
Matthew Hamilton Rosenberg
$93.6K – – –
CB
775
Community Bank
New York
$92.8K – – –