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Brookfield Wealth Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
Clearstead Advisors
101
Clearstead Advisors
Ohio
$2K +$321 +8 +27%
RDIA
102
RE Dickinson Investment Advisors
Iowa
$2K +$1.65K +41 New
ZIG
103
Zullo Investment Group
Pennsylvania
$2K +$1.89K +47 New
AIM
104
Anchor Investment Management
South Carolina
$1.63K -$964 -24 -38%
CFGS
105
Concourse Financial Group Securities
Alabama
$1K -$442 -11 -42%
Covington Capital Management
106
Covington Capital Management
California
$1K -$80 -2 -14%
BWM
107
Baystate Wealth Management
Massachusetts
$1K – – –
BWA
108
BDO Wealth Advisors
Florida
$1K – – –
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$1K – – –
FFA
110
Freedman Financial Associates
Massachusetts
$1K – – –
GLLW
111
Graves Light Lenhart Wealth
Virginia
$1K – – –
PFGIA
112
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
TCI Wealth Advisors
113
TCI Wealth Advisors
Arizona
$1K – – –
Thompson Siegel & Walmsley
114
Thompson Siegel & Walmsley
Virginia
$1K – – –
Washington Trust
115
Washington Trust
Rhode Island
$1K – – –
Brown Brothers Harriman & Co
116
Brown Brothers Harriman & Co
New York
$1K +$442 +11 +73%
UMB Bank
117
UMB Bank
Missouri
$1K +$482 +12 New
SC
118
Seldon Capital
California
$1K +$683 +17 New
CQS
119
Credential Qtrade Securities
$691 -$10.4K -259 -94%
APA
120
American Portfolios Advisors
New York
$251 -$80 -2 -25%
KFS
121
Kelly Financial Services
Massachusetts
$63 – – –
AWA
122
Artemis Wealth Advisors
New York
$63 +$80 +2 New
NM
123
Newtyn Management
New York
– -$12.5M -337,500 Closed
APG Asset Management
124
APG Asset Management
Netherlands
– -$1.86M -58,472 Closed
CIBC Asset Management
125
CIBC Asset Management
Ontario, Canada
– -$1.49M -40,578 Closed