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Broadstone Net Lease

Name Holding Trade Value Shares
Change
Change in
Stake
SW
226
SteelPeak Wealth
California
$549K
Stifel Financial
227
Stifel Financial
Missouri
$533K +$49.7K +2,763 +10%
II
228
IFM Investors
Australia
$532K +$378 +21 +0.1%
State of Wisconsin Investment Board
229
State of Wisconsin Investment Board
Wisconsin
$520K -$710K -39,450 -57%
RCA
230
Resonant Capital Advisors
Wisconsin
$514K +$524K +29,128 New
Pictet Asset Management
231
Pictet Asset Management
Switzerland
$505K +$49.2K +2,733 +10%
NAM
232
Nissay Asset Management
Japan
$500K +$19.4K +1,075 +4%
RWM
233
Ritholtz Wealth Management
New York
$435K
PVM
234
Palogic Value Management
Texas
$434K +$450K +25,009 New
TFM
235
TFC Financial Management
Massachusetts
$419K
NA
236
NewEdge Advisors
Louisiana
$414K +$429K +23,823 New
Nisa Investment Advisors
237
Nisa Investment Advisors
Missouri
$402K -$83.7K -4,652 -17%
HWM
238
HB Wealth Management
Georgia
$389K +$18.9K +1,052 +5%
KAS
239
Kestra Advisory Services
Texas
$371K +$68.8K +3,820 +22%
NPPM
240
North Point Portfolio Managers
Ohio
$361K -$43.6K -2,423 -10%
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$358K +$56.8K +3,154 +18%
Rockefeller Capital Management
242
Rockefeller Capital Management
New York
$335K +$17K +944 +5%
ACA
243
Aptus Capital Advisors
Alabama
$333K
GWANC
244
Guardian Wealth Advisors (North Carolina)
North Carolina
$333K
Squarepoint
245
Squarepoint
New York
$327K -$3.41M -189,463 -91%
M&T Bank
246
M&T Bank
New York
$326K +$338K +18,757 New
PCM
247
Polymer Capital Management
New York
$326K +$338K +18,753 New
AU
248
AlphaGrep UK
$314K +$326K +18,103 New
Ensign Peak Advisors
249
Ensign Peak Advisors
Utah
$314K -$440K -24,450 -58%
Osaic Holdings
250
Osaic Holdings
Arizona
$310K -$149K -8,290 -32%