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Brookfield

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
801
Morse Asset Management
Connecticut
$114K -$1.12K -25 -0.9%
UBP
802
Union Bancaire Privee
Switzerland
$113K
IAS
803
IMA Advisory Services
Colorado
$102K +$107K +2,395 New
VCM
804
Versant Capital Management
Arizona
$102K +$94.7K +2,118 +779%
MHR
805
Matthew Hamilton Rosenberg
$98.5K
CB
806
Community Bank
New York
$97.6K
CT
807
Coastline Trust
Rhode Island
$97K +$7.91K +177 +8%
SAM
808
Smartleaf Asset Management
Massachusetts
$91.1K
HI
809
Harbour Investments
Wisconsin
$84.7K -$5.81K -130 -6%
Nisa Investment Advisors
810
Nisa Investment Advisors
Missouri
$83.1K -$939 -21 -1%
CTC
811
Central Trust Company
Missouri
$76.9K -$1.56K -35 -2%
T
812
TOBAM
France
$76K
IA
813
IFG Advisory
Georgia
$68.8K -$68.3K -1,528 -49%
TFIPS
814
Towarzystwo Funduszy Inwestycyjnych PZU SA
$68K -$8.94K -200 -11%
CSPIA
815
Cary Street Partners Investment Advisory
Virginia
$64K -$25.3K -565 -27%
AFG
816
Albion Financial Group
Utah
$63.9K
MB
817
MidFirst Bank
Oklahoma
$60.4K -$1.39K -31 -2%
MG
818
Mather Group
Illinois
$58.7K +$57.8K +1,292 +1,520%
PB
819
Pinnacle Bancorp
Nebraska
$55.7K
PWMG
820
Prestige Wealth Management Group
New Jersey
$55.2K
TPCW
821
TD Private Client Wealth
New York
$54.1K -$39.9K -892 -41%
FGC
822
Financial Gravity Companies
Texas
$53K +$55.7K +1,245 New
FCAS
823
First Command Advisory Services
Texas
$52.8K +$25K +558 +82%
IA
824
IFP Advisors
Florida
$46K +$4.11K +92 +9%
HIIFS
825
Harel Insurance Investments & Financial Services
Israel
$44K