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Brookfield Wealth Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
QC
76
Quent Capital
New York
$353 – – –
CFGS
77
Concourse Financial Group Securities
Alabama
$333 – – –
Washington Trust
78
Washington Trust
Rhode Island
$330 – – –
PTC
79
Private Trust Company
Ohio
$327 – – –
CQS
80
Credential Qtrade Securities
$294 +$68 +3 +27%
Belpointe Asset Management
81
Belpointe Asset Management
Nevada
$281 – – –
BWM
82
Baystate Wealth Management
Massachusetts
$267 – – –
TFA
83
Toth Financial Advisory
Virginia
$165 – – –
TCOV
84
Trust Company of Vermont
Vermont
$132 -$45 -2 -25%
BSC
85
Brown Shipley & Co
United Kingdom
$132 +$135 +6 New
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$132 +$135 +6 New
NECFA
87
New England Capital Financial Advisors
Connecticut
$101 – – –
BWA
88
BDO Wealth Advisors
Florida
$99 – – –
RFA
89
Register Financial Advisors
Georgia
$98 -$23 -1 -17%
RI
90
Ridgewood Investments
New Jersey
$75 +$68 +3 New
BAMCO Inc
91
BAMCO Inc
New York
$66 – – –
EL
92
EMFO LLC
Florida
$66 – – –
HWA
93
HHM Wealth Advisors
Tennessee
$66 – – –
OC
94
Oakworth Capital
Alabama
$66 – – –
TF
95
TimeScale Financial
Massachusetts
$66 – – –
PCM
96
Pointe Capital Management
Michigan
$66 +$68 +3 New
WPWM
97
Western Pacific Wealth Management
Illinois
$65 – – –
NewEdge Advisors
98
NewEdge Advisors
Louisiana
$33 -$23 -1 -33%
Advisory Services Network
99
Advisory Services Network
Georgia
$33 – – –
KFS
100
Kelly Financial Services
Massachusetts
$33 – – –