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American Assets Trust

Name Holding Trade Value Shares
Change
Change in
Stake
JPL Wealth Management
226
JPL Wealth Management
Colorado
$1.95K +$66 +3 +4%
True Wealth Design
227
True Wealth Design
Ohio
$1.48K -$461 -21 -26%
Clearstead Advisors
228
Clearstead Advisors
Ohio
$1.38K +$1.23K +56 New
Retirement Wealth Solutions
229
Retirement Wealth Solutions
Wisconsin
$1.33K -$22 -1 -2%
Kelleher Financial Advisors
230
Kelleher Financial Advisors
New York
$1.24K +$1.1K +50 New
Transamerica Financial Advisors
231
Transamerica Financial Advisors
Florida
$1.06K – – –
Farmers & Merchants Investments Inc
232
Farmers & Merchants Investments Inc
Nebraska
$988 – – –
Keating Financial Advisory Services
233
Keating Financial Advisory Services
Kansas
$938 – – –
Silicon Valley Capital Partners
234
Silicon Valley Capital Partners
California
$892 – – –
Jones Financial Companies
235
Jones Financial Companies
Missouri
$856 – – –
Parkside Financial Bank & Trust
236
Parkside Financial Bank & Trust
Missouri
$815 – – –
SEP
237
Signature Equity Partners
Ohio
$741 – – –
Rialto Wealth Management
238
Rialto Wealth Management
New York
$667 – – –
WPG Advisers
239
WPG Advisers
Maryland
$642 – – –
JFS Wealth Advisors
240
JFS Wealth Advisors
Pennsylvania
$223 +$197 +9 New
Gilpin Wealth Management
241
Gilpin Wealth Management
Colorado
$75 – – –
Davis Capital Management
242
Davis Capital Management
Florida
$74 +$66 +3 New
Dunhill Financial
243
Dunhill Financial
United Kingdom
$66 – – –
Waterfall Asset Management
244
Waterfall Asset Management
New York
– -$5.14M -279,323 Closed
New Age Alpha Advisors
245
New Age Alpha Advisors
New York
– -$1.02M -55,452 Closed
Dark Forest Capital Management
246
Dark Forest Capital Management
Puerto Rico
– -$943K -51,237 Closed
FRM
247
Fox Run Management
Connecticut
– -$459K -24,971 Closed
Handelsbanken Fonder
248
Handelsbanken Fonder
Sweden
– -$423K -23,002 Closed
Tidal Investments
249
Tidal Investments
Wisconsin
– -$415K -22,548 Closed
GSA Capital Partners
250
GSA Capital Partners
United Kingdom
– -$384K -20,862 Closed