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Brookfield Wealth Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
LFASL
76
Lugano Financial Advisors SA (LFA)
Switzerland
$467 +$385 +17 New
Heritage Wealth Advisors
77
Heritage Wealth Advisors
Virginia
$409 – – –
CQS
78
Credential Qtrade Securities
$375 +$159 +7 +64%
Farther Finance Advisors
79
Farther Finance Advisors
California
$346 -$23 -1 -6%
QC
80
Quent Capital
New York
$346 – – –
PTC
81
Private Trust Company
Ohio
$315 – – –
Washington Trust
82
Washington Trust
Rhode Island
$315 – – –
BWM
83
Baystate Wealth Management
Massachusetts
$256 – – –
CFGS
84
Concourse Financial Group Securities
Alabama
$192 -$136 -6 -40%
TFA
85
Toth Financial Advisory
Virginia
$158 – – –
SS
86
Sunbelt Securities
Texas
$126 +$136 +6 New
BAMCO Inc
87
BAMCO Inc
New York
$63 – – –
EL
88
EMFO LLC
Florida
$63 – – –
OC
89
Oakworth Capital
Alabama
$63 – – –
FGA
90
Fortis Group Advisors
New Jersey
$63 +$68 +3 New
RF
91
Robinswood Financial
Washington
$62 – – –
KFS
92
Kelly Financial Services
Massachusetts
$32 – – –
PFBT
93
Parkside Financial Bank & Trust
Missouri
$32 – – –
NewEdge Advisors
94
NewEdge Advisors
Louisiana
$31 – – –
TCOV
95
Trust Company of Vermont
Vermont
$31 – – –
Global Retirement Partners
96
Global Retirement Partners
California
$30 +$45 +2 New
NEI
97
Northwest & Ethical Investments
Ontario, Canada
– -$1.43M -63,615 Closed
TD Asset Management
98
TD Asset Management
Ontario, Canada
– -$1.1M -48,924 Closed
Connor, Clark & Lunn Investment Management (CC&L)
99
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$775K -34,350 Closed
KJHP
100
K.J. Harrison & Partners
Ontario, Canada
– -$733K -32,577 Closed