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BNT

Brookfield Wealth Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$292K +$286K +6,362 New
JVBC
52
J.V. Bruni & Co
Colorado
$290K -$6.75K -150 -2%
SMP
53
Santa Monica Partners
Florida
$287K
Russell Investments Group
54
Russell Investments Group
United Kingdom
$282K -$167K -3,709 -35%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$275K +$180 +4 +0.1%
Vanguard Investments Australia
56
Vanguard Investments Australia
Australia
$272K +$295K +6,556 New
Vanguard Personalized Indexing Management
57
Vanguard Personalized Indexing Management
California
$250K +$51K +1,132 +23%
JP Morgan Chase
58
JP Morgan Chase
New York
$245K +$221K +4,906 +413%
XT
59
XTX Topco
Cayman Islands
$230K +$6.49K +144 +3%
HF
60
HRT Financial
New York
$229K +$250K +5,541 New
Invesco
61
Invesco
Georgia
$204K -$721 -16 -0.3%
Deutsche Bank
62
Deutsche Bank
Germany
$147K -$5.27K -117 -3%
FFA
63
Farther Finance Advisors
California
$126K +$135K +2,999 +74,975%
MCM
64
MAI Capital Management
Ohio
$116K
NS
65
NBC Securities
Alabama
$105K +$45 +1 +0%
SWP
66
Strategic Wealth Partners
Ohio
$98.9K
TWC
67
TD Waterhouse Canada
Ontario, Canada
$84.4K -$53.2K -1,182 -36%
Wells Fargo
68
Wells Fargo
California
$80.8K -$1.26K -28 -1%
NEI
69
Northwest & Ethical Investments
Ontario, Canada
$75.7K -$54K -1,200 -40%
Citigroup
70
Citigroup
New York
$54K +$58.5K +1,300 +21,667%
MCM
71
Moerus Capital Management
New York
$49.1K
S
72
SignatureFD
Georgia
$41.6K +$31.7K +705 +236%
EWA
73
EverSource Wealth Advisors
Alabama
$34.7K +$25.3K +561 +203%
IRAG
74
Investment Research & Advisory Group
Georgia
$26K
AF
75
Allworth Financial
California
$25.3K +$20.8K +462 +308%