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Broadstone Net Lease

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
226
TFC Financial Management
Massachusetts
$431K – – –
NPPM
227
North Point Portfolio Managers
Ohio
$415K -$17.2K -1,000 -4%
HB Wealth Management
228
HB Wealth Management
Georgia
$382K +$14.2K +827 +4%
GF
229
Gries Financial
Ohio
$376K +$2.56K +149 +0.7%
CIBC Bancorp USA
230
CIBC Bancorp USA
Illinois
$362K +$348K +20,234 New
Neuberger Berman Group
231
Neuberger Berman Group
New York
$351K +$338K +19,662 New
Aptus Capital Advisors
232
Aptus Capital Advisors
Alabama
$343K +$619 +36 +0.2%
GWANC
233
Guardian Wealth Advisors (North Carolina)
North Carolina
$342K – – –
Rockefeller Capital Management
234
Rockefeller Capital Management
New York
$328K – – –
SFA
235
Seneca Financial Advisors
New York
$321K – – –
Obermeyer Wealth Partners
236
Obermeyer Wealth Partners
Colorado
$314K – – –
Kestra Advisory Services
237
Kestra Advisory Services
Texas
$313K +$301K +17,519 New
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$312K +$167K +9,687 +125%
Sanibel Captiva Trust Company
239
Sanibel Captiva Trust Company
Florida
$309K – – –
MPM
240
Meritage Portfolio Management
Kansas
$307K -$6.34M -368,623 -96%
New York State Teachers Retirement System (NYSTRS)
241
New York State Teachers Retirement System (NYSTRS)
New York
$306K – – –
I
242
InceptionR
California
$300K +$288K +16,765 New
ALPS Advisors
243
ALPS Advisors
Colorado
$296K +$12.7K +737 +5%
Johnson Investment Counsel
244
Johnson Investment Counsel
Ohio
$295K – – –
Brighton Jones LLC
245
Brighton Jones LLC
Washington
$293K +$35.1K +2,039 +14%
Public Employees Retirement Association of Colorado
246
Public Employees Retirement Association of Colorado
Colorado
$289K – – –
OKSA
247
O'Keefe Stevens Advisory
New York
$288K – – –
Arax Advisory Partners
248
Arax Advisory Partners
Colorado
$286K +$276K +16,032 New
WI
249
WJ Interests
Texas
$283K – – –
Ameritas Investment Partners
250
Ameritas Investment Partners
Nebraska
$283K -$55.5K -3,226 -17%