Filing Research | BROOKFIELD WEALTH SOL LTD Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

18 / 18 loaded

#		Instrument	quantity
1	MONTRUSCO BOLTON INVESTMENTS INC.	Shares	179.2KSH	$7.6M
2	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	35.9KSH	$1.5M
3	Sequoia Financial Advisors, LLC	Shares	9.1KSH	$386.2K
4	Farther Finance Advisors, LLC	Shares	3.0KSH	$128.1K
5	LANARK FINANCIAL, INC.	Shares	2.5KSH	$108.5K
6	SIGNATUREFD, LLC	Shares	1.5KSH	$64.9K
7	EverSource Wealth Advisors, LLC	Shares	353SH	$15.1K
8	LOUISBOURG INVESTMENTS INC.	Shares	54SH	$2.3K
9	Financial Perspectives, Inc	Shares	30SH	$1.3K
10	Investment Research & Advisory Group, Inc.	Shares	22SH	$939
11	Physician Wealth Advisors, Inc.	Shares	12SH	$512
12	Pacifica Partners Inc.	Shares	7SH	$296
13	Fortis Group Advisors, LLC	Shares	3SH	$128
14	Oakworth Capital, Inc.	Shares	3SH	$128
15	Robinswood Financial LLC	Shares	3SH	$128
16	StrongBox Wealth, LLC	Shares	3SH	$128
17	Golden State Wealth Management, LLC	Shares	1SH	$43
18	LRI Investments, LLC	Shares	1SH	$43

Manager changes2026-06-30 vs 2026-03-31

19 / 19 loaded

#		Instrument
1	SIGNATUREFD, LLC added	Shares	+517	+$23.3K	$64.9K
2	LEAVELL INVESTMENT MANAGEMENT, INC. trimmed	Shares	-877	+$8.9K	$1.5M
3	LANARK FINANCIAL, INC. trimmed	Shares	-2	+$3.1K	$108.5K
4	Farther Finance Advisors, LLC trimmed	Shares	-1	+$2.5K	$128.1K
5	StrongBox Wealth, LLC new	Shares	+3	+$128	$128
6	LOUISBOURG INVESTMENTS INC. added	Shares	+1	+$101	$2.3K
7	LRI Investments, LLC new	Shares	+1	+$43	$43
8	Financial Perspectives, Inc unchanged	Shares	0	+$38	$1.3K
9	Investment Research & Advisory Group, Inc. unchanged	Shares	0	+$28	$939
10	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$15	$512
11	Pacifica Partners Inc. unchanged	Shares	0	+$6	$296
12	Fortis Group Advisors, LLC unchanged	Shares	0	+$4	$128
13	Oakworth Capital, Inc. unchanged	Shares	0	+$4	$128
14	Robinswood Financial LLC unchanged	Shares	0	+$4	$128
15	Golden State Wealth Management, LLC unchanged	Shares	0	+$2	$43
16	Scarborough Advisors, LLC exited	Shares	-1	-$42	$0
17	EverSource Wealth Advisors, LLC trimmed	Shares	-484	-$19.6K	$15.1K
18	Sequoia Financial Advisors, LLC trimmed	Shares	-5.5K	-$216.6K	$386.2K
19	MONTRUSCO BOLTON INVESTMENTS INC. trimmed	Shares	-128.2K	-$5.1M	$7.6M

Filing Research | BROOKFIELD WEALTH SOL LTD Institutional Holdings