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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
MSR
776
Main Street Research
Connecticut
$212K +$211K +4,628 New
HA
777
HFG Advisors
Ohio
$212K – – –
IFG
778
Independent Financial Group
California
$211K +$1.55K +34 +0.7%
CIAM
779
Caitong International Asset Management
Hong Kong
$210K +$209K +4,584 +229,200%
PAS
780
PKS Advisory Services
New York
$210K +$209K +4,579 New
OC
781
Opal Capital
Florida
$209K +$208K +4,559 New
BWM
782
BNB Wealth Management
Maryland
$209K +$208K +4,554 New
IPAM
783
Investment Partners Asset Management
New Jersey
$208K -$46 -1 -0%
RBC
784
Roble Belko & Company
Pennsylvania
$207K +$205K +4,500 New
OFG
785
Oxford Financial Group
Indiana
$207K +$206K +4,510 New
WLIM
786
White Lighthouse Investment Management
Massachusetts
$206K +$205K +4,489 New
AIM
787
Aigen Investment Management
New York
$206K -$362K -7,929 -71%
SHFG
788
S Harris Financial Group
Texas
$205K +$204K +4,478 New
LFAS
789
Level Four Advisory Services
Texas
$205K +$274 +6 +0.1%
EW
790
Evoke Wealth
California
$204K -$46 -1 -0%
VCM
791
Vivaldi Capital Management
Illinois
$203K +$502 +11 +0.2%
PA
792
Parallel Advisors
California
$199K +$319 +7 +0.2%
MPWT
793
MassMutual Private Wealth & Trust
Connecticut
$197K -$8.66K -190 -4%
PIM
794
Plato Investment Management
Australia
$197K -$733K -16,081 -79%
PGAM
795
Princeton Global Asset Management
New Jersey
$183K -$46 -1 -0%
SG Americas Securities
796
SG Americas Securities
New York
$173K +$172K +3,774 New
DFA
797
DHJJ Financial Advisors
Illinois
$171K -$104K -2,289 -38%
MHIP
798
Mountain Hill Investment Partners
New Jersey
$165K – – –
IRAG
799
Investment Research & Advisory Group
Georgia
$155K – – –
CFB
800
Cullen/Frost Bankers
Texas
$145K +$274 +6 +0.2%