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BNT

Brookfield Wealth Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
101
Kelly Financial Services
Massachusetts
$45
Verition Fund Management
102
Verition Fund Management
Connecticut
-$6.24M -163,679 Closed
TPM
103
Triasima Portfolio Management
Quebec, Canada
-$2.74M -71,859 Closed
JFL
104
Jarislowsky, Fraser Ltd
Quebec, Canada
-$298K -7,833 Closed
SM
105
Sciencast Management
New Jersey
-$267K -6,978 Closed
Invesco
106
Invesco
Georgia
-$204K -5,351 Closed
Optiver Holding
107
Optiver Holding
Netherlands
-$82K -2,153 Closed
ZIG
108
Zullo Investment Group
Pennsylvania
-$2K -47 Closed
PCOC
109
Power Corp of Canada
Canada
-$1K -30 Closed
BC
110
Bartlett & Co
Ohio
-$1K -27 Closed
BCWM
111
Bartlett & Co Wealth Management
Ohio
-$1.03K -27 Closed
FFA
112
Freedman Financial Associates
Massachusetts
-$1K -26 Closed
PFGIA
113
Patriot Financial Group Insurance Agency
Massachusetts
-$598 -18 -90%
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
-$1K -15 Closed
FHA
115
First Horizon Advisors
Tennessee
-$1K -14 Closed
Bessemer Group
116
Bessemer Group
New Jersey
-$199 -6 -75%
BBHC
117
Brown Brothers Harriman & Co
New York
-$133 -4 -27%
AA
118
Ancora Advisors
Ohio
-$66 -2 -40%
AWA
119
Artemis Wealth Advisors
New York
-$57 -2 Closed
GWMIA
120
Global Wealth Management Investment Advisory
Florida
-$66 -2 -40%
HNB
121
Huntington National Bank
Ohio
+$33 +1 +6%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
+$66 +2 New
HFA
123
HC Financial Advisors
California
+$66 +2 New
HS
124
Horan Securities
United States
+$66 +2 New
OC
125
Oakworth Capital
Alabama
+$100 +3 New