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Brookfield Wealth Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
Farther Finance Advisors
76
Farther Finance Advisors
California
$444 – – –
QC
77
Quent Capital
New York
$444 – – –
Washington Trust
78
Washington Trust
Rhode Island
$404 – – –
PTC
79
Private Trust Company
Ohio
$400 – – –
BWM
80
Baystate Wealth Management
Massachusetts
$329 – – –
1832 Asset Management
81
1832 Asset Management
Ontario, Canada
$283 -$682 -30 -73%
CFGS
82
Concourse Financial Group Securities
Alabama
$247 – – –
FGA
83
Fortis Group Advisors
New Jersey
$162 +$68 +3 +100%
SS
84
Sunbelt Securities
Texas
$161 – – –
Citigroup
85
Citigroup
New York
$121 -$432 -19 -79%
EL
86
EMFO LLC
Florida
$81 – – –
OC
87
Oakworth Capital
Alabama
$81 – – –
RF
88
Robinswood Financial
Washington
$80 – – –
KFS
89
Kelly Financial Services
Massachusetts
$41 – – –
PFBT
90
Parkside Financial Bank & Trust
Missouri
$41 – – –
NewEdge Advisors
91
NewEdge Advisors
Louisiana
$40 – – –
Global Retirement Partners
92
Global Retirement Partners
California
$39 – – –
Verition Fund Management
93
Verition Fund Management
Connecticut
– -$8.69M -414,419 Closed
Millennium Management
94
Millennium Management
New York
– -$323K -15,408 Closed
Whittier Trust
95
Whittier Trust
California
– -$138K -6,600 Closed
Group One Trading
96
Group One Trading
Illinois
– -$5.22K -249 Closed
PGAM
97
Princeton Global Asset Management
New Jersey
– -$2.23K -98 Closed
IFP Advisors
98
IFP Advisors
Florida
– -$1.89K -90 Closed
CCP
99
Carmel Capital Partners
California
– -$661 -32 Closed
LFASL
100
Lugano Financial Advisors SA (LFA)
Switzerland
– -$467 -17 Closed