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AAT

American Assets Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$7K -$7.53K -309 -45%
PA
177
Parallel Advisors
California
$6.23K +$5.7K +234 +232%
MPWT
178
MassMutual Private Wealth & Trust
Connecticut
$6.23K +$7.5K +308 +1,141%
S
179
SignatureFD
Georgia
$6.19K -$4.24K -174 -34%
BAM
180
Belpointe Asset Management
Nevada
$5.95K -$10.1K -415 -56%
UBS Group
181
UBS Group
Switzerland
$4.8K -$580K -23,793 -99%
VCM
182
Versant Capital Management
Arizona
$3.71K -$16.2K -666 -76%
HNB
183
Huntington National Bank
Ohio
$3.03K +$3.29K +135 +482%
Allspring Global Investments
184
Allspring Global Investments
North Carolina
$2.36K -$40.3K -1,656 -93%
CFGS
185
Concourse Financial Group Securities
Alabama
$2.17K
BIA
186
Bell Investment Advisors
California
$2.03K +$633 +26 +31%
RWPA
187
Richard W. Paul & Associates
Michigan
$1.88K +$999 +41 +68%
LC
188
Lindbrook Capital
California
$1K -$1.66K -68 -56%
CAM
189
ClariVest Asset Management
California
$1K
BTI
190
Blue Trust Inc
Georgia
$1K +$73 +3 +14%
CP
191
Castleview Partners
Texas
$762 +$999 +41 New
FMII
192
Farmers & Merchants Investments Inc
Nebraska
$744
AAP
193
Arax Advisory Partners
Colorado
$701 +$24 +1 +3%
GRP
194
Global Retirement Partners
California
$287 -$585 -24 -60%
Westfield Capital Management
195
Westfield Capital Management
Massachusetts
-$33.1M -1,248,082 Closed
CRM
196
Cramer Rosenthal McGlynn
Connecticut
-$15.7M -593,692 Closed
Wellington Management Group
197
Wellington Management Group
Massachusetts
-$10.2M -384,392 Closed
JCIA
198
Jackson Creek Investment Advisors
Colorado
-$870K -32,822 Closed
VIA
199
Vident Investment Advisory
Georgia
-$699K -26,371 Closed
DCM
200
Dupont Capital Management
Delaware
-$570K -21,498 Closed